Tag Archives: financial advisers

Ali McGill on how a focus on customer experience could transform your business – MPAF99

In this episode I talk to customer experience expert Ali McGill.

How a focus on customer experience could transform your business

Welcome to episode 99 of the Marketing Protection and Finance Podcast.

Ali McGill on how a focus on customer experience could transform your business

Who is Ali McGill?

Ali is founder of Ashton McGill . He’s passionate about people, and frustrated by the way many organisations behave today. He says they don’t care about their staff or customers. Profit has become their only measure of success. They have no soul.

He’s on a mission to help companies create better customer experiences. To help them understand compassion,empathy, and treating people well.

What you’ll hear about in this episode:

  • How constructive discontent points the way to a better customer experience
  • The folly that sees $500bn on marketing in the US but only $9bn on customer experience
  • The importance of asking how your customers feel about your service
  • How to use “Rip and Mix” to take learning from other sectors

Links:

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Neal Cross: Is direct to consumer the key to protection insurance market growth? – MPAF97

In this episode I talk to Money Supermarket’s Neal Cross.

Is direct to consumer the key to protection insurance market growth.

Welcome to episode 97 of the Marketing Protection and Finance Podcast.

MPAF97

Who is Neal Cross?

Neal works for Money Supermarket on strategy for protection digital insurance comparison services. His overall aim is to give his customers the best online experience, across all device types.

What you’ll hear about in this episode:

  • Customers are after content explaining protection options
  • Indicative quotes are important. People want an instant idea how much protection will cost
  • Digital technology allows us to engage with customers better
  • If we have to underwrite we need to make evidence collection easy and convenient
  • The Protection Distributors Group is going to champion the customer experience
  • Which providers and distributors are at the front of product and service innovation?

Links:

If you enjoyed – Neal Cross: Is direct to consumer the key to protection insurance market growth? – 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.

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Chris Budd on Client Coaching and The Financial Wellbeing Book – MPAF92

In this episode I talk to Chris Budd about The Financial Wellbeing Book which he’s recently written and published.

Chris has a unique perspective on financial planning, preferring to call it financial coaching, and this forms the foundation of his book.

Hear where his inspiration came from and how Chris went about writing The Financial Wellbeing Book.  Listen to Chris explain the five elements of financial wellbeing.

That’s all right here in episode 92 of the Marketing Protection and Finance Podcast.

Chris Budd on Client Coaching and The Financial Wellbeing Book

Who is Chris Budd?

Chris runs Ovation Finance, a fee based IFA practice. 92% of their income is derived from existing clients, demonstrating their focus on long term service, and not selling products.

He’s also a qualified business coach and mentor (Advanced Diploma in Coaching And Mentoring from the European Mentoring And Coaching Council).

Chris has a wife and 2 kids, has written a novel, is a cricket coach, plays guitar in a band.

Links:

Booklaunch

If you enjoyed – Chris Budd on Client Coaching and The Financial Wellbeing Book  – 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.

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