Tag Archives: financial advisers

Danny Matthews on Building Consumer Trust using Social Media – MPAF84

The way we communicate is fundamentally changing.

Clients want you to communicate with them on their own terms. That might mean phone or email. But they also want to connect on live video, and social media platforms.

In this episode, I chat with Danny Matthews who believes that we must use new communications platforms to build a new level of trust with clients. Financial services companies are universally distrusted across the globe and he wants to see an end to that.

We talk about using compliant social media to connect with our clients in the most trustworthy, transparent, personal and authentic way to maintain and grow our business into the next generation.

That’s all right here in episode 84 of the Marketing Protection and Finance Podcast.

Danny Matthews on Building Consumer Trust using Social Media

Who is Danny Matthews?

Danny is an adviser working for the Total Mortgage Network.

He’s also the founder of Adviser’s Edge Media providing training on social media and other ways of creating lifetime value for clients.

Links:

If you enjoyed – Danny Matthews on Building Consumer Trust using Social Media  – please leave a comment or a review on iTunes.

And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

Don’t miss an episode of the MPAF Podcast – subscribe now.

Subscribe on iTunes

Subscribe by RSS Feed

If you like the Podcast please click

Why some Companies don’t understand Social Media and how it makes them afraid – MPAF83

How many Financial Services Companies truly understand social media.

Some don’t use it all.

Some use it sparingly.

Is it because some don’t have a strategy? Maybe they don’t see a traditional return on investment. Or perhaps they see it as a compliance minefield.

Is it a lack of understanding about social media that drives these concerns?

Let’s discuss this right here in Episode 83 of the Marketing Protection and Finance Podcast.

understand social media

If you enjoyed – Why some companies don’t understand Social Media and how it makes them afraid  – please leave a comment or a review on iTunes.

And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

Don’t miss an episode of the MPAF Podcast – subscribe now.

Subscribe on iTunes

Subscribe by RSS Feed

If you like the Podcast please click

Panacea Adviser on Retirement Choices: The UK’s First Virtual Financial Services Conference – MPAF82

Panacea Adviser just held the UK’s first virtual conference for Financial Services.

Retirement Choices was a unique, if slightly surreal experience.

The conference was complete with virtual stands, a virtual auditorium, keynote speakers and avatars of company representatives.

My guests today are Derek Bradley and James Bradley from Panacea. We chat about where the idea for the virtual conference came from. How they put it together and convinced providers to sponsor it. And the lessons they’ve learned after that successful first foray into virtual reality.

That’s all right here in episode 82 of the Marketing Protection and Finance Podcast.

Panacea Adviser on Retirement Choices: The UK’s First Virtual Financial Services Conference MPAF82

Who are Panacea Adviser?

Launched in February 2007, Panacea Adviser is a unique and free resource. They support financial advisers, mortgage brokers and paraplanners by providing free online access to the very latest news, views, tools, research, educational support and business development ideas from product providers and support services all in one place.

Derek Bradley is CEO and James Bradley is Head of e-Relationships.

The Panacea community grew from 100 small advisers supported by eight providers in 2007 to a community of some 17,000 Equifax Touchstone validated financial services professionals, supported by 40 firms in 2016.

Links:

If you enjoyed – Panacea Adviser on Retirement Choices: The UK’s First Virtual Financial Services Conference  – please leave a comment or a review on iTunes.

And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

Don’t miss an episode of the MPAF Podcast – subscribe now.

Subscribe on iTunes

Subscribe by RSS Feed

If you like the Podcast please click