Tag Archives: marketing

Lesley James on Simplified Money: Financial advice for all, not just the wealthy – MAF102

In this episode, I talk to Lesley James about Simplified Money.

A new business model built on the idea of financial advice for all, not just the wealthy.

Welcome to episode 102 of the Marketing and Finance Podcast.

Lesley James on Simplified Money: Financial advice for all, not just the wealthy - MAF102

What you’ll hear about in this episode

  • How Lesley and her team built a new kind of financial advice business
  • The challenges they faced getting the business off the ground
  • How they are marketing Simplified Money and their successes to date

Who is Lesley James?

Lesley is a Director and Lead Financial Adviser at Simplified Money.

Simplified Money offers a range of clear, easy to access wealth checks and strategies to help people make the most of their money. All for less than £300.

She believes intelligent, clear financial advice should be a service available to all, not just the very wealthy. She built Simplified Money to bring such help within the reach of everyone else.

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Andy Hart on Voyant and mastering financial planning software – MAF101

In this episode, I talk to Andy Hart about Voyant.

How you can master financial planning software for the benefit of your clients and your business.

Welcome to episode 101 of the Marketing and Finance Podcast.

Andy Hart on Voyant and mastering financial planning software

What you’ll hear about in this episode

  • How software can help with sophisticated financial planning
  • Andy’s use of content marketing to build a second business as a Voyant expert
  • How Karate grading belts inspired Andy’s training courses

Who is Andy Hart?

Andy is a financial adviser specialising in helping people plan for their retirement and to manage their investments effectively once they retire. Working for Serenity Financial Planning he assists people to plan their finances in the context of their life goals.

He’s also an expert in the use of Voyant, the major software solution used in the financial planning industry. His advanced knowledge of this product and his experience in using Voyant to help clients make good financial planning decisions have enabled him to become a well-respected Voyant trainer and sought-after speaker on financial planning and the future of the industry.

Andrew runs seminars, webinars and presents at conferences on how to use Voyant

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If you enjoyed – Andrew Hart on Voyant and mastering financial planning software – 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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Michelle Hoskin on building WOWW into your business – MPAF100

In this episode I talk to Michelle Hoskin about how to create WOWW within your business. That’s a WOWW with three double-yous!

We  hear business tips and tricks from past podcast guests. And I’ll tell you about a competition to celebrate this milestone edition.

Welcome to episode 100 of the Marketing Protection and Finance Podcast.

Michelle Hoskin

Who is Michelle Hoskin?

Michelle is the founder and director of Standards International Ltd, the UK’s leading and only UKAS accredited certification body specialising in training, assessment and certification to BS 8577 and ISO 22222 standard. This is the British Standard for financial planning.

She’s also built a personal brand as “Little Miss Woww” and she explains how important that branding has been to getting the excellence message out there.

COMPETITION: Win business books and free consultancy to celebrate episode 100. Click here.

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If you enjoyed – Michelle Hoskin on building WOWW into your business – 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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