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

How disrupters are remaking what we buy, with Lawrence Ingrassia

Apr 21st, 2020 23m 29s

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 d

Be your authentic self, with Catherine Morgan

Apr 14th, 2020 40m 25s

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

Build Recurring Revenue, with Robbie Kellman Baxter

Apr 7th, 2020 22m 6s

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 freemi

Don't Bury the Zinger, with Carl Richards

Mar 31st, 2020 33m 19s

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

Creating a Marketing Engine, with Pete Matthew

Mar 24th, 2020 27m 40s

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

Capture the moment, with Joe Denyer

Mar 17th, 2020 36m 41s

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 photo

You're only human, with Trevor Dale

Mar 10th, 2020 34m 18s

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 theatr

Marketing made simple, with Roger Edwards

Mar 3rd, 2020 30m 34s

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 ov

Repurposing content for profile & profit, with Danny Matthews

Feb 25th, 2020 38m 28s

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 experience

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

Apr 10th, 2019 5m 27s

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 prospe

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

Jan 23rd, 2019 20m 21s

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 an

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

Jan 16th, 2019 32m 48s

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 adapte

How to Outsmart Change, with Engelina Jaspers

Jan 9th, 2019 22m 18s

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 fo

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

Jan 2nd, 2019 24m 11s

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

How to craft compelling content for your financial planner website

Dec 26th, 2018 27m 2s

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 ba

Generating business referrals without asking, with Stacey Brown Randall

Dec 19th, 2018 32m 56s

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 ask

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

Dec 12th, 2018 27m 37s

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 Marke

Welcome to the Financial Planner Marketing Playbook

Dec 4th, 2018 3m 14s

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 fantast