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Adam Carolan on Nurturing Young Adviser Talent and Engaging Younger Clients - MPAF86
Adam Carolan on Nurturing
Young Adviser Talent and Engaging Younger Clients -
MPAF86
Some of the perceptions that stop people seeking financial
advice also stop them choosing advising as a career.
Does the public believe only older wealthier people need advice?
And that advising is not a good career choice for youngsters?
In this episode I chat to Adam Carolan who believes it's time
perceptions changed. And he's actually doing something about
it.
Hear about his website and content for creating interest in
financial planning among younger clients. And his initiative
devoted to nurturing the next generation of young adviser
talent.
That's all right here in episode 86 of the Marketing Protection
and Finance Podcast.
Who Adam
Carolan?
Adam is an Independent, "fee only" financial adviser and
Director at Xentum, specialising in working with aspiring
professionals and business owners.
He's a self-confessed finance nerd and a big fan of
technology.
He wants to see the rise of a young, dynamic and entrusting
profession in personal finance.
He's also author of Genius with Money, a site specifically setup
to help professionals and business owners navigate money and
finance without all the usual jargon.
Links and Show
Notes.
For links to the books and apps mentioned by Adam, please visit
http://rogeredwards.co.uk/MPAF
for the show notes.
What is the Marketing
Finance and Protection (MPAF) Podcast?
It’s the Podcast for Financial Services Professionals
looking to share business ideas and inspiration in the world of
Marketing, Protection and Finance.
The MPAF Podcast is a 30 minute audio show you
download from http://rogeredwards.co.uk/MPAF,
iTunes or Stitcher Radio. Each week I’ll be interviewing financial
services providers, advisers, experts and journalists.
Interviews to listen to in the car, on the train or on the
treadmill.
The main focus of the podcast is on what we can do to make
protection and finance more accessible to the
consumer and how financial services professionals can develop and
promote their businesses.
We’ll look at financial services products, interesting business
models and campaigns with an emphasis on the following:
Marketing – talking about how financial
services professionals can develop and promote their businesses
using traditional marketing tools but focussing on modern content
marketing and social media techniques.
Protection – talking about life insurance,
critical illness, income protection and other protection
products
Finance – talking about pensions, platforms,
savings and investments
My aim is to make sure that you will get one or two big
business ideas that you can apply to our own
business. Whether it is a sales idea, advice idea, product
tweak or simply an app that is worth looking at.
I’m your host, Roger
Edwards.
A marketing guy from Edinburgh I help people like you with your
marketing strategy, content and social media. Until I set up my own
business I was in and out of senior marketing roles in UK Financial
Services Companies for two decades. Some of you might remember me
as the Marketing Director and Managing Director of Bright
Grey and Scottish Provident.
Please subscribe to the Podcast on iTunes and I’d be grateful if
you would leave a review.
View all episodes
By Roger Edwards interviews great people from Marketing and the world of Finance
4.3
1313 ratings
Adam Carolan on Nurturing
Young Adviser Talent and Engaging Younger Clients -
MPAF86
Some of the perceptions that stop people seeking financial
advice also stop them choosing advising as a career.
Does the public believe only older wealthier people need advice?
And that advising is not a good career choice for youngsters?
In this episode I chat to Adam Carolan who believes it's time
perceptions changed. And he's actually doing something about
it.
Hear about his website and content for creating interest in
financial planning among younger clients. And his initiative
devoted to nurturing the next generation of young adviser
talent.
That's all right here in episode 86 of the Marketing Protection
and Finance Podcast.
Who Adam
Carolan?
Adam is an Independent, "fee only" financial adviser and
Director at Xentum, specialising in working with aspiring
professionals and business owners.
He's a self-confessed finance nerd and a big fan of
technology.
He wants to see the rise of a young, dynamic and entrusting
profession in personal finance.
He's also author of Genius with Money, a site specifically setup
to help professionals and business owners navigate money and
finance without all the usual jargon.
Links and Show
Notes.
For links to the books and apps mentioned by Adam, please visit
http://rogeredwards.co.uk/MPAF
for the show notes.
What is the Marketing
Finance and Protection (MPAF) Podcast?
It’s the Podcast for Financial Services Professionals
looking to share business ideas and inspiration in the world of
Marketing, Protection and Finance.
The MPAF Podcast is a 30 minute audio show you
download from http://rogeredwards.co.uk/MPAF,
iTunes or Stitcher Radio. Each week I’ll be interviewing financial
services providers, advisers, experts and journalists.
Interviews to listen to in the car, on the train or on the
treadmill.
The main focus of the podcast is on what we can do to make
protection and finance more accessible to the
consumer and how financial services professionals can develop and
promote their businesses.
We’ll look at financial services products, interesting business
models and campaigns with an emphasis on the following:
Marketing – talking about how financial
services professionals can develop and promote their businesses
using traditional marketing tools but focussing on modern content
marketing and social media techniques.
Protection – talking about life insurance,
critical illness, income protection and other protection
products
Finance – talking about pensions, platforms,
savings and investments
My aim is to make sure that you will get one or two big
business ideas that you can apply to our own
business. Whether it is a sales idea, advice idea, product
tweak or simply an app that is worth looking at.
I’m your host, Roger
Edwards.
A marketing guy from Edinburgh I help people like you with your
marketing strategy, content and social media. Until I set up my own
business I was in and out of senior marketing roles in UK Financial
Services Companies for two decades. Some of you might remember me
as the Marketing Director and Managing Director of Bright
Grey and Scottish Provident.
Please subscribe to the Podcast on iTunes and I’d be grateful if
you would leave a review.
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