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Financial Planner Marketing Playbook

Mar 31, 2020

Some podcast conversations come along at exactly the right time.

When I originally reached out to my guest today, I had no idea we would be working from home, avoiding all social contact, and living through an unprecedented time of economic and market upheaval.

Carl Richards is well-known in the Financial Planning...


Mar 24, 2020

Pete Matthew is a legend.

There's a good chance that you've heard his story before.

After reading the book Crush It by Gary Vaynerchuk, Pete realised that he could use the internet and social networking to get a very important message across.

A Chartered Financial Planner and Managing Director of Jacksons Wealth...


Mar 17, 2020

Great photography is a powerful marketing tool.

A picture is worth a thousand words and, when done well, professional photography has the ability to transform your website and digital marketing.

In this episode, I'm joined by our resident photographer Joe Denyer.

Joe is responsible for capturing incredible images and...


Mar 10, 2020

There's no escaping the fact that you're human. Humans make mistakes.

Within the Financial Planning profession, human errors can lead to costs and complaints.

But what happens when you screw up in the cockpit of a 747, or in an operating theatre, scalpel in hand?

My guest today is Trevor Dale, a specialist in...


Mar 3, 2020

When it comes to marketing, there's an awful lot of BS out there.

There's a huge gulf between 'practical marketing' and what's taught in business schools. Thinking about the Boston Matrix or Porter's Five Forces still leaves me with a glazed over expression.

My podcast guest today is at war with marketing complexity.