Annabel Brodie-Smith on Investment Company Opportunities Post RDR – MPAF42

Financial Advisers often regard closed-ended Investment Companies as a riskier investment choice.

Some confine their recommendations to more traditional open-ended Investment Funds.

My guest today is keen to promote the opportunities offered by Investment Companies and to overcome some of the perceptions people have about them.

Listen to Annabel talk about the differences between these investment vehicles and how they can form part of a well-rounded portfolio.

Hear about the work the Association of Investment Companies is carrying out in response to RDR, the training they are taking on the road and the initial success they’ve had integrating social media into their communications.

That’s all right here in episode 42 of the Marketing Protection and Finance Podcast.

Annabel Brodie-Smith on Investment Company Opportunities Post RDR

Who is Annabel Brodie-Smith?

Annabel is Communications Director at the Association of Investment Companies.

She focusses on communicating the uses, features and benefits of Investment Companies to the media, opinion formers, financial advisers, wealth managers and private investors.

She leads the AIC’s public relations and her challenges have included transforming the profile of the AIC, its advertising campaigns, and the splits crisis.

Annabel is also leading the AIC’s response to RDR and has implemented a training and information programme for advisers including training seminars, online training, a dedicated section of the website and an online newsletter.

Annabel’s links:

So it isn’t a business book. Who cares. It’s a classic and we have to relax now and then don’t we?

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David Ferguson on Nucleus and New Financial Business Models – MPAF26

Think Big. Act Small. Be Humble.

This is the business philosophy behind Nucleus Financial, and Edinburgh based platform provider built from scratch and launched in 2006.

My guest today is Nucleus Financial’s CEO.

In this fascinating interview hear how David and his team founded a new type of financial services business model.

Listen to how they overcame challenges, focussed on client needs, built a vibrant culture and achieved success represented by over £8 billion funds under management.

MPAF 26

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Who is David Ferguson?

After spending time as a trainee actuary with Life Association of Scotland before stints with Ivory & Sime, Scottish Life International and strategic consultancy The Abacus, David started Nucleus Financial.

Nucleus is based a stone’s throw from where I used to work at Bright Grey, and indeed we’ve swapped marketing and cultural ideas over the years.

David is a prolific user of social media and frequent media commentator.

David’s Contact links:

David’s favourite books:

Purple Cow – Transform Your Business by Being Remarkable by Seth Godin.

Evil Plans – Escape the Rat Race and Start Doing Something you Love by Hugh MacLeod.

The Thank You Economy by Gary Vaynerchuk.

Enchantment – The Art of Changing Hearts, Minds and Actions by Guy Kawasaki.

Jab Jab Jab Right Hook by Gary Vaynerchuk.

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Chris Hitchens on Platform People and Military Business Lessons – MPAF23

Platforms form the foundation of the financial advice process for many investors.

But like many propositions in financial services they can be complicated and need researching to decide on the best fit for each client.

My guest today started Platform People a company providing advisory, resource and due diligence services for advisers looking to compare platforms.

Listen as Chris tells a fascinating story about how he built Platform People and its employee focussed culture.  Listen how, as a former Military Helicopter Pilot,  he applied lessons from the military to his financial services business.

My guest on Episode 23 of the Marketing Protection and Finance Podcast is Chris Hitchens.

Chris Hitchens on Platform People and Military Business Lessons - MPAF23

Who is Chris Hitchens?

As CEO, Chris has built up Platform People which is an organically started and grown, debt-free multi-million pound business with 5 offices nationally.

It was the first company in the UK to be accredited with Investors in People Gold and ISO: 9001 on the first attempt and we also have ISO:27001.

Chris believes the best way to look after his clients is for him to look after his people.

Before starting Platform People Chris worked in Financial Services, Software, Consulting, Engineering, M&A and Retail.

Earlier he was a Military Helicopter Pilot with the Army Air Corps for 14 years. So he has strong personal values regarding integrity, honour and delivery, no matter what the task is and is always looking for people with similar values to work with.

He owns a Harley and a bright orange chopper motorcycle.

Chris’s Contact links:

Chris’s other interesting links:

Chris’s favourite books:

Looking for trouble – General Sir Peter De La Gilliere

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