Alan and Kathryn Knowles on zombies, gnomes and quirky financial services marketing – MAF145

This week on the show my guests are Alan and Kathryn Knowles.

We talk about how they became an award winning specialist financial adviser firm by using zombies, gnomes and advent calendars to create some quirky marketing campaigns.

Welcome to episode 145 of the Marketing and Finance Podcast.

What you’ll hear about in this episode

  • How Alan and Kathryn developed a niche focusing on people who find it difficult to get protection insurance
  • Dealing with clients individually and taking referrals from other financial advisers
  • How Kathryn comes up with the ideas for marketing campaigns based on popular culture
  • Trying to make boring insurance a little more engaging and more about planning
  • Why content rather than in your face promotion leads to better engagement with customers

Who are Alan and Kathryn Knowles?

Alan and Kathryn  run Cura Financial Services Ltd which is the holding company for the Special Risks Bureau.

Based in North Yorkshire they won Best Protection Intermediary at the Money Marketing Awards in June 2017. More recently, at the Cover Magazine Awards 2017 in October, they were Highly Commended in the Best Promotion by an Intermediary category and won Best Specialist Intermediary.

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Emma Thomson on promoting positive protection insurance stories – MAF140

My guest on the show this week is Emma Thomson.

We talk about building LifeSearch, promoting positive protection stories, and the Protection Distributors Group.

It’s a great interview full of insights and ideas about company culture and customer engagement.

Welcome to episode 140 of the Marketing and Finance Podcast.

Emma Thomson on promoting positive protection insurance stories - MAF140

What you’ll hear about in this episode

  • The success of LifeSearch, one of the UK’s biggest protection insurance intermediaries
  • How company culture is important in developing a true customer focus
  • Making sure people see positive PR stories rather than focusing on the odd negative one
  • How real stories about the experiences of real people are the best way of broaching a dull subject like insurance
  • How creating your own awards event can improve products and service in your industry
  • The development and successes to date of the Protection Distributors Group

Who Emma Thomson?

Emma is Life Office Relations Director at LifeSearch.

She consults with financial services product providers on the strengths and weaknesses of their offerings to help them increase their business. Externally she provides advice on Product, E-Commerce and Process development and is a member of the F&TRC Protection Forum, the Income Protection Task Force and the Protection Distributors Group.

She also has a regular column in Money Marketing Magazine.

Links 

If you enjoyed – Emma Thomson on promoting positive protection insurance stories – 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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Three rules for simple marketing communications and renaming protection insurance – MAF129

In this show, it’s just me and the mic.

Let’s talk about three rules for keeping your marketing communications simple and whether we should find a better way to describe protection insurance.

Welcome to episode 129 of the marketing and finance podcast.

Three rules for simple marketing communications and renaming protection insurance - MAF129

As you know, as well as working as a consultant, I’m also the marketing director of the Protection Review. It’s just under two months until the Conference and Dinner on 19 July. So I’ve been inspired to record this show based on a few protection articles I’ve written recently. So, let’s talk about simple marketing communications.

What you’ll hear about in this episode

  • The three rules of simple marketing communications
    • Always talk in the language of your customer
    • Don’t use jargon, gobbledegook and management speak mumbo jumbo
    • Don’t succumb to the curse of knowledge
  • Whether “financial rescue” is a better way to describe protection

If you enjoyed – Three rules for simple marketing communications and renaming protection insurance – 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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