Financial Planner Marketing Playbook Podcast
1) Why video marketing is essential for Financial Planners, with Robin Powell
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 tha...Show More
2) How disrupters are remaking what we buy, with Lawrence Ingrassia
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...Show More
3) Be your authentic self, with Catherine Morgan
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, undersa...Show More
4) Build Recurring Revenue, with Robbie Kellman Baxter
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 subscr...Show More
5) Don't Bury the Zinger, with Carl Richards
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 t...Show More
6) Creating a Marketing Engine, with Pete Matthew
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 networki...Show More
7) Capture the moment, with Joe Denyer
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 th...Show More
8) You're only human, with Trevor Dale
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...Show More
9) Marketing made simple, with Roger Edwards
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 ...Show More
10) Repurposing content for profile & profit, with Danny Matthews
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 proposi...Show More