19 episodes

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.

Financial Planner Marketing Playbook Martin Bamford

    • Business
    • 5.0 • 2 Ratings

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

    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.

    • 25 min
    How disrupters are remaking what we buy, with Lawrence Ingrassia

    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.

    • 23 min
    Be your authentic self, with Catherine Morgan

    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.

    • 40 min
    Build Recurring Revenue, with Robbie Kellman Baxter

    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”.

    • 22 min
    Don't Bury the Zinger, with Carl Richards

    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.

    • 33 min
    Creating a Marketing Engine, with Pete Matthew

    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.

    • 27 min

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