Tag Archives: financial advisers

A motivational blend of yoga, coffee and content marketing – RogVLOG – 2

January 27, 2017RogVLOGcafe renroc, coffee, content marketing, financial advice, financial adviser, financial advisers, financial services, illy coffee, marketing, nucleus financialRoger

In episode 2 of RogVLOG come behind the scenes of my business.

Marketing guy and fitness and yoga instructor.

Have a sneaky peak into my power yoga class. Check out my favourite place to work from – the best coffee shop in Edinburgh. And let’s talk about content marketing with city colleagues.

Thanks to Pelham Hill from Renroc Cafe and Faith Liversedge from Nucleus Financial for appearing in the show.

More about Renroc Cafe:

Following its refresh and refurbishment in June 2012, they created a cross between the casualness of a cafe and the formality of a restaurant. Where good food and a dining experience need not cost the earth. That it can be fun, casual and relaxed too.”

A motivational blend of yoga, coffee and content marketing - RogVLOG - 2 — Cafe Renroc Cafe Bar and Venue – Edinburgh

If you want to find out more about Cafe Renroc Bar and Venue – visit their website here.

More about Nucleus Financial:

Nucleus was created in 2006 by a group of seven adviser firms who saw that pensions and investment products weren’t as flexible as they could be. They created a new model that took control away from the life companies and fund managers and put the adviser in charge so they’d be free to create independent, tax-efficient, low-cost investment solutions for each and every client.

Have a look at the content Nucleus Financial are putting together on their #Illuminate pages here.

Now it’s your turn:

What did you think of the VLOG? Thinking about visiting Cafe Renroc? Please leave a comment below or chat about it on social media.

If you enjoyed – a motivation blend of yoga, coffee and content marketing – it’d be great if you subscribed to my YouTube channel.

A motivational blend of yoga, coffee and content marketing - RogVLOG - 2

David Smith on using widget technology to improve how insurance is bought and sold – MAF115

January 26, 2017Marketingfinancial advice, financial advisers, financial services, marketing strategy, protection insuranceRoger

In this episode, I talk to David Smith from iPipeline.

We chat about how iPipeline are using widget technology to improve how insurance is bought and sold.

Welcome to episode 115 of the Marketing and Finance Podcast.

We chat about:

How iPipeline come up with ideas and develop them into helpful technology widgets
Retaining the human touch even when talking about tech
How the supermarket shopping bag tax inspired the “Life Genie” insurance nudge for mortgage brokers
Using form technology to give advisers and clients a low hassle way to put plans under trust

Who David Smith?

David works for iPipeline UK and is responsible for distribution relationships and integrations with iPipeline’s market-leading protection platform, annuity service and point of sale technologies.

If you enjoyed – David Smith on using widget technology to improve how insurance is bought and sold – 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 MAF Podcast – subscribe now.

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Melissa Collett on learning from customer complaints Ombudsman style – MAF107

November 3, 2016MPAF Podcastcustomer complaints, financial advice, financial adviser, financial advisers, financial services, FOS, marketing, marketing communications, marketing strategy, OmbudsmanRoger

In this episode, I talk to Melissa Collett. A former senior figure at the Financial Ombudsman Service – the FOS.

We talk about how to learn from customer complaints, and how to turn unhappy customers into advocates.

Welcome to episode 107 of the Marketing and Finance Podcast.

What you’ll hear about in this episode

How the Financial Ombudsman Service works
The mistakes product providers continuously make when dealing with customer complaints
Treating customers as real people rather than simply names and notes on a file
How to turn unhappy customers into happy advocates

Who is Melissa Collett?

Melissa Collett is a consultant and independent legal professional who specialises in resolving complaints and dispute resolution.

She is also a tribunal judge chairing hearings of appeals about health and disability issues. A senior ombudsman at the Financial Ombudsman Service before 2016 making over 1,500 legally-binding decisions across the whole range of insurance products. Melissa liaised between the FOS and regulators such as the FCA and with trade associations.

A regular speaker at events, Melissa continues to write about consumer insurance topics. As a consultant, she works with client companies on complaints handling.

Links:

Connect with Melissa on LinkedIn

Crash Course: One Year to Become a Great Leader of a Great Company by Bernie Bulkin

If you enjoyed – Melissa Collett on learning from customer complaints Ombudsman style – 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 MAF Podcast – subscribe now.

Roger Edwards

Marketing Consultant & Speaker

Tag Archives: financial advisers

A motivational blend of yoga, coffee and content marketing – RogVLOG – 2

In episode 2 of RogVLOG come behind the scenes of my business.