Derek Bradley on Panacea Adviser and Online Communities – MPAF Episode 6

One of the world’s first adviser communities started in a coffee shop near Lloyd’s of London. They shared ideas, talked about how to write more profitable business and looked for new opportunities.

In Episode 6 of the Marketing Protection and Finance Podcast – my guest is Derek Bradley.

Derek Bradley is the founder and CEO of Panacea Adviser.

After an early career at Lloyd’s of London, he went on to learn about the importance of customer service, working for BOAC, the forerunner of British Airways, something further reinforced during his time as a broker consultant at Scottish Equitable.

Derek went on to set up his own successful IFA business which he ran for 18 years before selling it in late 2006.

Derek spotted an altruistic opportunity to offer a better service to directly authorised IFAs and in 2007 Panacea Adviser was born.

One of the world’s first adviser communities started in a coffee shop near Lloyd’s of London. They shared ideas, talked about how to write more profitable business and looked for new opportunities.

Derek describes Panacea Adviser as the modern online equivalent of that first financial coffee shop.

Derek Bradley on Panacea Adviser and Online Communities

Hear how Panacea Adviser was born, and the thriving and helpful community that’s developed. Listen to him talk about the tools that are available to help advisers grow their own businesses.

Don’t miss this fascinating dip into a business that’s helping advisers embrace the online world.

Links to Derek’s best business books: Flash Boys by Michael Lewis and How to Get Rich by Felix Dennis.

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Now it’s your turn:

If you enjoyed this episode – Derek Bradley on Panacea Adviser and Online Communities – 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.

Pete Chadborn on Adviser Business Models – MPAF Episode 2

Is it possible to run a small adviser firm to meet the needs of every single potential customer?

In the second episode of the Marketing Protection and Finance Podcast – I talk to adviser Pete Chadborn.

Pete is a well-known UK independent financial adviser thanks to his frequent appearances in trade media publications. He works at Plan Money in Colchester.

Listen as Pete describes his business model and how Plan Money aims never to turn any clients away. Hear Pete suggest ways in which the UK Protection Market can improve its customer service and how he speeds up Plan Money’s process with the Pre-research Underwriting Form.

Pete Chadborn on Adviser Business Models

It’s well worth listening to Pete’s forthright and enthusiastic views about the financial services industry.

Don’t miss an episode of the MPAF Podcast – subscribe now.

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Now it’s your turn:

If you enjoyed this episode – Pete Chadborn on Adviser Business Models – 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.

Out Now – Marketing Protection and Finance (MPAF) Podcast

I’m delighted to launch the Marketing Protection and Finance (MPAF) Podcast today.

Since I left my corporate role as Marketing Director, and then Managing Director of Bright Grey and Scottish Provident,  I’ve been able to focus on my strong interest in content marketing and social media. I felt there was a gap in the UK market for an interview based podcast dedicated to marketing and business ideas for financial services professionals.

So here it is.

Marketing Protection and Finance (MPAF) PodcastThis is the Podcast for providers and advisers looking to share business ideas and inspiration in the world of protection and finance.

The MPAF Podcast is a 30 minute audio show you download from this website, iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists.

Interviews to listen to in the car, on the train or on the treadmill.

I’ll be asking what we can do to make protection and finance more accessible to the consumer. We’ll talk about:

  • Marketing, communications and propositions.
  • Financial and protection products
  • Interesting business models and campaigns

As well discussing how advisers can promote their own businesses using modern content and social media methods.

What you’ll take away

My aim is to make sure that you will get one or two big business ideas that you can apply to your own business, whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at.

Episode 1 features an interview with a financial services advertising expert – click below:

Tuesday 24 June 2014 – Lucian Camp on Financial Services Advertising

Shows coming soon:

  • Tuesday 1 July 2014 – Pete Chadborn on Financial Adviser Business Models
  • Tuesday 8 July 2014 – Alan Lakey on Critical Illness Cover

Don’t miss an episode of the MPAF Podcast – subscribe now.

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Now it’s your turn:

I hope you enjoy the show and the format. I’d value your opinion – please leave a comment below or on iTunes.

And if you would like to appear on the Podcast please let me know and I will send you a copy of the script guidelines.