Financial Planner Marketing Playbook Podcast

Financial Planner Marketing Playbook

Martin Bamford
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.
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 than 20 years in broadcast television news and current affairs. He's no stranger in front of the camera. In this conversation, we talk about what makes video such a powerful marketing tool, how to find the confidence to appear on camera, the gear you need to produce quality video, and much more.
May 5, 2020
25 min
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, former business and economics 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 our lives every day.
Apr 21, 2020
23 min
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, undersaving and being driven by emotions. In this conversation, Catherine explains why being your authentic self is one of the most powerful marketing tools Financial Planners have.
Apr 14, 2020
40 min
Build Recurring Revenue, with Robbie Kellman Baxter
My guest on the podcast today brings more than twenty years of strategy consulting and marketing experience. As the author of The Membership Economy: Find Your Superusers, Master the Forever Transaction & Build Recurring Revenue, a book that has been named a top 10 marketing book of all time by BookAuthority, Robbie coined the popular business term “Membership Economy”.
Apr 7, 2020
22 min
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 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.
Mar 31, 2020
33 min
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 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.
Mar 24, 2020
27 min
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 this episode, I'm joined by our resident photographer Joe Denyer. Joe is responsible for capturing incredible images and moments for our clients.
Mar 17, 2020
36 min
You're only human, with Trevor Dale
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 reducing pilot error. He retired as a Training Captain flying Boeing 747's in 2005.
Mar 10, 2020
34 min
Marketing made simple, with Roger Edwards
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 up some of the biggest brands in UK financial services. In 2013, Roger decided to leave Big Corporate and set up his own business to help smaller companies to use digital marketing to grow their businesses.
Mar 3, 2020
30 min
Repurposing content for profile & profit, with Danny Matthews
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 about: -why Financial Planners need to learn from the customer experience engineered by leading global brands -how he gave himself permission to learn the skills for a new career -the most effective way to cut through the noise on social media, turning one piece of pillar content into many
Feb 25, 2020
38 min
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