Financial Planner Marketing Playbook-logo

Financial Planner Marketing Playbook

Business & Economics Podcasts

The Financial Planner Marketing Playbook podcast from Bamford Media shares insights about content creation, client referrals and behavioural science. Your host is Martin Bamford, chartered financial planner and content marketing professional. Martin is founder of Bamford Media, the creative agency for financial planners, wealth managers and retail financial services providers. Our work helps drive engagement and retain ideal clients by creating innovative and authentic content.

The Financial Planner Marketing Playbook podcast from Bamford Media shares insights about content creation, client referrals and behavioural science. Your host is Martin Bamford, chartered financial planner and content marketing professional. Martin is founder of Bamford Media, the creative agency for financial planners, wealth managers and retail financial services providers. Our work helps drive engagement and retain ideal clients by creating innovative and authentic content.

Location:

United Kingdom

Description:

The Financial Planner Marketing Playbook podcast from Bamford Media shares insights about content creation, client referrals and behavioural science. Your host is Martin Bamford, chartered financial planner and content marketing professional. Martin is founder of Bamford Media, the creative agency for financial planners, wealth managers and retail financial services providers. Our work helps drive engagement and retain ideal clients by creating innovative and authentic content.

Language:

English

Contact:

01483 901472


Episodes

Why video marketing is essential for Financial Planners, with Robin Powell

5/5/2020
What makes video marketing such a powerful tool for Financial Planners? My guest today on the Financial Planner Marketing Playbook is Robin Powell. An experienced journalist, Robin worked for more than 20 years in broadcast television news and current affairs. He's no stranger in front of the camera. His business, Regis Media, makes extensive use of video to help attract, retain and educate clients. In this conversation, we talk about what makes video such a powerful marketing tool, how...

Duration:00:26:03

How disrupters are remaking what we buy, with Lawrence Ingrassia

4/21/2020
Something is happening in the world of business. Upstart brands are taking on the empires that have long-dominated trillion-dollar consumer sectors. My guest on the podcast today is Lawrence Ingrassia, former business and economics editor and deputy managing editor at the New York Times. In his new book, Billion Dollar Brand Club, Lawrence explores a growing number of digital entrepreneurs have found new and creative ways to crack the code on the bonanza of physical goods that move through...

Duration:00:23:34

Be your authentic self, with Catherine Morgan

4/14/2020
From a young age, my guest today had a relationship with money fraught with difficulties. Catherine Morgan felt her natural relationship with money was out of control, leading to overspending, undersaving and being driven by emotions. A family medical emergency in later years brought these emotions to the surface again. In 2016, Catherine decided to use her knowledge and expertise to help women to be better prepared to deal with situations in their life where they need to take back...

Duration:00:40:41

Build Recurring Revenue, with Robbie Kellman Baxter

4/7/2020
My guest on the podcast today brings more than twenty years of strategy consulting and marketing experience. Robbie Kellman Baxter is founder of Peninsula Strategies, helping companies leverage subscription pricing, digital community and freemium to build deeper relationships with customers. Robbie Kellman Baxter<\/h2>\nbrings over twenty years of strategy consulting and marketing expertise to Peninsula Strategies, her strategy consulting firm focused on helping companies leverage...

Duration:00:22:22

Don't Bury the Zinger, with Carl Richards

3/31/2020
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 profession as someone who distils complex concepts into simple messages, through his behaviour gap artwork. A Certified Financial Planner, Carl has a powerful message for the...

Duration:00:33:35

Creating a Marketing Engine, with Pete Matthew

3/24/2020
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 Management in Penzance, Pete is the driving force behind the movement that is Meaningful Money. What started as basic personal finance explainer videos, shot with a cheap video...

Duration:00:27:56

Capture the moment, with Joe Denyer

3/17/2020
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 moments for our clients. I sat down with Joe to ask him everything you wanted to know about professional photography, but were too scared to ask. For example, with...

Duration:00:36:57

You're only human, with Trevor Dale

3/10/2020
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 Human Factors. Trevor has experience of human factors training going back to 1990, when he was part of the team that introduced the subject to British Airways as a method of...

Duration:00:34:16

Marketing made simple, with Roger Edwards

3/3/2020
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. Roger Edwards has been helping people with their marketing for over 25 years. He started out in Big Corporate and eventually worked his way up to Marketing Director, heading...

Duration:00:30:33

Repurposing content for profile & profit, with Danny Matthews

2/25/2020
The only thing holding you back from innovation and happiness is you. With barriers to entry falling across every profession, Financial Planners have no excuses when it comes to developing new propositions, crafting compelling client experiences, and communicating their messages across multiple platforms. My guest today made the move from mortgage adviser, to fintech pioneer, to graphic designer. Danny Matthews joins us for this episode of the Financial Planner Marketing Playbook to chat...

Duration:00:38:29

Make the most of your Financial Planner blog content with these 5 ideas

4/10/2019
There are plenty of benefits associated with regularly posting fresh blog content on your financial planner website. As well as helping Google and the other search engines rank you highly in search results, it also reassures existing and prospective clients who are visiting your website that you have your finger on the pulse. But when you publish a new blog post on your website, how can you be sure you are making the most out of it? In this episode, Martin shares 5 ways Financial Planners...

Duration:00:05:49

How to make quality content your key to success, with Sharon Tanton

1/23/2019
In this episode of the Financial Planner Marketing Playbook podcast, I’m joined by Sharon Tanton, creative director and co-founder of Valuable Content. Sharon is co-author of the Valuable Content Marketing book. She works as content director and lead writer for businesses. Content marketing is just so important for all businesses. For Financial Planners, content marketing is a powerful and very cost effective way to share your message, build your authority and get in front of the right...

Duration:00:20:36

Seriously effective ways to generate new client enquiries, with Martin Bamford

1/15/2019
In this episode of the Financial Planner Marketing Playbook podcast, I’m talking about seriously effective ways to generate new client enquiries. It’s the second of two solocast episodes in this season of the podcast, and these ideas are adapted from a recent webinar we presented at Bamford Media. Within this episode of the podcast, I take you through 10 of what I believe are the most effective ways you, as a financial adviser or financial planner, can generate new client enquiries...

Duration:00:33:04

How to Outsmart Change, with Engelina Jaspers

1/8/2019
In this episode of the Financial Planner Marketing Playbook podcast, we’re talking about change and how to outsmart it. A change in management, the arrival of a new competitor, market consolidation, a disappointing quarter or a new direction for your business can all disrupt our best-laid plans. How we respond to unexpected change can determine our success or failure. My guest today, marketing veteran Engelina Jaspers, is a student and teacher of business and career agility. Her book,...

Duration:00:22:34

How neuromarketing can help you persuade anyone, with Dr Christophe Morin

1/1/2019
In this episode of the Financial Planner Marketing Playbook podcast, we're talking about the science of persuasion. It's a sad fact that most of our attempts to persuade are doomed to fail because the brains of our audience automatically reject messages that disrupt their attention. My guest today, Dr Christophe Morin, is co-author of The Persuasion Code. His book makes the complex science of persuasion simple. With over 30 years of marketing and business development experience,...

Duration:00:24:11

How to craft compelling content for your financial planner website

12/25/2018
In this episode, I’m sharing ideas on how to craft compelling content for your financial planner website. Our research found that the average IFA website blog hasn't been updated for six months. Failure to update website content on a regular basis is just one of several things letting financial planners down when it comes to their content marketing. In this episode, I share the benefits of online content marketing, where to find inspiration for your content creation, and a simple process...

Duration:00:27:18

Generating business referrals without asking, with Stacey Brown Randall

12/18/2018
We all know why referrals from satisfied clients are so powerful. A good referral can result in an engaged client faster and more easily than any other type of lead. But the act of asking for them can be awkward. And awkwardness aside, even asking for referrals is often ineffective. My podcast guest today is Stacey Brown Randall and she’s developed a method of getting referrals without asking. Her book is Generating Business Referrals Without Asking. Stacey presents a structured...

Duration:00:33:12

How to Harness the Power of Direct Response Copywriting, with Glenn Fisher

12/11/2018
Every financial planning business making sales online is engaged in a battle to get prospective clients to click. More clicks equals more sales equals a more successful financial planning business. In this episode of the Financial Planner Marketing Playbook podcast, I speak to Glenn Fisher, a direct response copywriting expert. Glenn has spent over a decade working with The Agora, one of the world’s most successful direct response publishers. Working previously as a council auditor, he...

Duration:00:27:53

Welcome to the Financial Planner Marketing Playbook

12/4/2018
Financial Planner Marketing Playbook is the new audio podcast from the team at Bamford Media. Your host is Martin Bamford, chartered financial planner and founder of creative agency Bamford Media. Coming up in season one, we've got five fantastic guests, sharing insights from the worlds of content creation, client referrals and behavioural science. Over the coming weeks, we look forward to sharing conversations with Glenn Fisher, Stacey Brown Randall, Dr Christophe Morin, Engelina Jaspers...

Duration:00:03:13