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.

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Banish the Bullshit – Business Writing Tips for Simpler Copy

Writing clear simple business copy is hard.

Even when we try not to, we can fill our business writing with jargon, management speak and complexity.

Excusable, just, in internal documents where everyone understands the language, such copy has no place in front of customers.

But if we feel its acceptable inside then inevitably it will find its way outside.

Why do companies communicate like this?

  • Perhaps they think that more complex language sounds more professional?
  • Maybe they think big words offer more legal protection?
  • Could be that they write their communications by committee and by the time everyone has had their say, the result is a confused mess?

Have a look at some business copy. Any industry. Any company. As a customer would you be happy to read it? Is it engaging? Can you understand it?

But it’s time to change. It’s time to fight back and banish the bullshit. Let’s talk in plain English. That’s how most people like to communicate. Verbally and in writing.

I’m still astonished by some of the complex language and mumbo jumbo some companies put in their communications.

I’ve always been a stickler for simple language in marketing communications. I’ve always tried to avoid jargon, gobbledygook and most of all long passive sentences. It’s been hard fighting against the “system” though, and I find I lapse from time to time.

That’s why I’ve written this eBook which is yours for free when you sign up for my updates.

Business Writing Tips for Simpler Copy – 7 Tips for Transforming Jargon and Complexity into Clear Simple and Engaging Text.

When you work in an industry of complex products and processes you owe it to your clients and each other to make communications simple. Resist the people who comment on your copy and want to reintroduce complex language unless there is a legal reason for doing so. The fact that they “wouldn’t have written it that way” is not good enough.

In this eBook you’ll find 7 tips for writing simpler business copy. And lots of examples too. Covering active not passive sentences, jargon and management speak, the eBook is your guide to banishing the bullshit.

Get your free eBook right here!

I hope you enjoy the tips and can introduce them into your own writing.

Now It’s Your Turn:

Please let me know what you think of the eBook. If you want more help with your business writing please get in touch.

Snapchat for Older People, Businesses and Entrepreneurs

Are you on Snapchat? Are you using it to create relationships and engage with potential customers?

What was that you thought in reply to my question?

Snapchat for older people

“Snapchat is for teenagers who want to send mucky pictures to one another safe on the knowledge that the photo disappears after 10 seconds? ”

or

“I’ve just got my head round Twitter and I’m not convinced about that yet. Snapchat is for kids and is irrelevant for older people, and especially for businesses and entrepreneurs.”

I have to admit up until two months ago I thought the same. Why would businesses be interested in a platform kids use to send pictures of their naked bodies? Why would anyone want to send content that disappears after only 10 seconds.

But as a marketer I feel it’s my duty to my customers to keep up with social media trends and platforms. To try them out. See if there are opportunities. I’ve looked at Periscope, Blab and the recent audio platform Anchor. All of those are worth a look but Snapchat is exciting.

Overcome Perceptions

You need to keep an open mind. That means rising above the perceptions that people have of social media. It’s often the perceptions that prevent people from given something the chance it deserves.

Yes kids might be posting dirty pictures on Snapchat. But some older people, businesses and entrepreneurs are finding it a great engagement platform.

So I tried Snapchat two months ago and do you know what?

I’ve been amazed by the engagement. And the interaction. And the networking.

I’ve had fun. Met new people from around the world. Arranged Skype meetings to follow-up with mutually beneficial discussions. And I’ve found some new paying customers too.

So my message to you is to give Snapchat a chance. Have a look at what entrepreneurs like Gary Vaynerchuck, Chris Ducker and Dan Norris are up to on the platform. Make some connections. Engage people in conversations and offer your support and help.

One of the best things about Snapchat is that the marketers (and I include me in this criticism) haven’t ruined the platform yet.

No one is in your face, “sell sell sell”. You’ll see no adverts.

No interruptions. Just engagement.

Here are a few tips on how to start your Snapchat experience.

The Story

Use the “Story” function as the hub your Snapchat interactions.

Your story is an album of photos and videos (each of which can last for up to 10 seconds) which mesh together to tell a story. Think of it as a video picture blog.

People can watch your story as many times as they want. Each element only stays in your story timeline for 24 hours though. It’s short-lived and that encourages people to watch your story before it vanishes forever (but you can save it to your phone for prosperity or re-purposing).

Make your story engaging in three ways:

  • Create suspense: You could say, “In the next few snaps I’ll tell you a few business secrets.” Or, “Come back at 5pm for a huge piece of news.” When you think about it this is a technique used by film and TV producers and it works.
  • Take people behind the scenes: Use your story to show people behind the scenes of your business. Give them a look at your podcast equipment or your offices. Show them what you’re working on. Have fun. Show them the human side of your business as well.
  • Involve people in your story: Ask questions?  Invite opinions. If you’ve just snapped your latest camera invite people to “snap you back” with a picture or video of their own camera. Run a quiz. I do a “track of the day” each morning asking people to snap me back if they recognise the music.

Build these three techniques into your story and you can start to engage and interact and build relationships.

Engagement and Interaction.

You’ll need to follow some people.

Check out your Twitter or Instagram friends and look for anyone sporting a Snapchat “Yellow” snapcode picture and follow them.

Even check out those entrepreneurs I mentioned earlier and other influencers. Follow and interact with them. They are sure to reply to you. Snapchat is a friendly place.

If someone follows you, send them a message (it’s just like a text but inside the Snapchat app). Or even better send them a quick video to say hello. People love it when you acknowledge them in this way.

Start watching other people’s stories

Other Snapchatters are already using the Story function as their engagement hub.

Reply to their questions. Comment on what they’re up to. If you are following each other you’ll see a “chat” icon at the bottom of the screen. You can type them a message straight away. Or send them a quick video. Remember video is so engaging.

When you take a video or a picture you can add text to the snap. You can use this to share other people’s snapcode usernames. And if you see someone else giving a shout out in this way, follow their recommendation to build your network.

Build your network and relationships

One of the best things about Snapchat is there are no follower counts.

On Twitter and other social networks egos often rule and some people set store by how many followers they have. With Snapchat you don’t know. They could have 10 followers or a million.

It doesn’t matter. It means you can focus on building relationships. They could lead to friendships, business relationships or both.

Let people find you

Add your Yellow Snapcode to your other social networks so people can find and follow you. Unlike Twitter and Facebook you can’t do a general search for people on Snapchat. You have to know their Snapchat code before you can follow them.

Follow me on Snapchat

I’d love to help you get to know Snapchat and for you to start using it to create business relationships.

My Snapchat name is: RogerAEdwards. Or you can just scan my Yellow Snapcode below.

Snapchat for older people

You’re all set

I hope you enjoyed these tips and tricks for getting started on Snapchat. Give it a chance. Set aside those perceptions you may have that it’s just for kids.

Snapchat can work for older people, businesses and entrepreneurs. Like anything you have to put in some time and effort. It’s fun though and there’s a pioneering feeling about it.

Give it a shot. And I look forward to watching, engaging and interacting with your story.

Now it’s you turn:

Let me know what you think? Is Snapchat for older people, businesses and entrepreneurs?

Am I talking a load of rubbish here? Leave a comment below or share your thoughts on social. Ideally of course, send me a video reply on Snapchat.