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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Roy McLoughlin on Pensions Auto Enrolment Challenges, Opportunities and Collaborations – MPAF77

Seen as the best way to overcome “savings inertia”, Auto Enrolment is the biggest shake-up of pensions in a generation.

It’s a huge opportunity for financial planners but also represents administration challenges.

In this episode, I talk to Roy Mcloughlin about maximising the opportunities, overcoming the challenges and looking for ways to collaborate with other financial services professionals.

That’s all right here in Episode 77 of the Marketing Protection and Finance Podcast.

Roy McLoughlin on Pensions Auto Enrolment Challenges, Opportunities and Collaborations

Who is Roy McLoughlin?

Roy is an experienced financial planner. He works at Master Adviser and has a wealth of knowledge from advising a broad portfolio of private and corporate clients within the PR, advertising, media and entertainment sectors.

He’s a well-known media commentator, a founder and executive member of the Income Protection Taskforce and a Non-Executive Director of insurer British Friendly.

Links:

If you enjoyed – Roy McLoughlin on Pensions Auto Enrolment Challenges, Opportunities and Collaborations – 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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Holly Mackay on Boring Money Storytelling and Customer Engagement – MPAF52

In this episode I talk to Holly Mackay.

We chat about her new business, Boring Money, and how she believes storytelling is the key to customer engagement.

Hear Holly’s own story of how she started Boring Money and her aims to produce easy to understand content which talks about financial products in a simple way.

Listen to how she’s determined to sweep away the stuffy “suit and tie” perceptions people have about the financial services industry.

That’s all right here in episode 52 of the Marketing Protection and Finance Podcast.

Holly Mackay on Boring Money Storytelling and Customer Engagement

Who is Holly Mackay?

Holly is a writer and entrepreneur who became fed up working for big companies. She started Platforum in 2008. It’s now one of the UK’s most respected financial research firms. She sold the business to Centaur Media in 2011.

Boring Money is Holly’s new venture. Her aim is to help people without PhDs in finance understand the investment markets – without jargon, bias or pompous gobbledygook. She has 2 kids, a chocolate-eating cat and more red shoes than is financially sensible. She is a bad, yet happy surfer.

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