Listen to the Experts

David is the Principal Financial Adviser at Citrus Financial Management in the UK as well as other firms within the Citrus Group. If you have been to an AFA or an FPA conference in the past, you may have seen David speak. In the UK David is a regular guest on BBC Radio and he regularly appears on BBC TV. David also presents his own show “On the Air With David Braithwaite” on BBC Radio Kent each Tuesday evening 9 – 10 pm. David is invited to speak at various conferences from London, Toronto, California, Australia and Vancouver. In this podcast, David talks about how important radio has been for him and his business, shares some easy to follow client acquisition strategies including how he secured his largest client through the use of Twitter and how he positions referrals. 1:30 – How David came to speaking in Australia 3:18 – David’s path to being on the radio, and the role it has played in his growth 5:55 – How to balance offering advice and staying within compliance regulations 9:34 – Using social media as a client acquisition tool 14:49 – Finding the time to implement a social media strategy 17:48 – How to ask an ideal client for referrals 20:39 – David’s upcoming speaking engagements in Australia

In today’s interview, Effie Zahos joins us. A finance editor, commentator, and financial literacy campaigner, Effie has recently published her second book, A Real Girl’s Guide to Money. Effie is here to have a chat with us about personal branding, how to write a best seller and the reason for a cultural lack of financial literacy in Australia. 1:23 – How important a personal brand is in today’s world 4:06 – Making the most of what you’ve got 6:20 – The role social media plays in sharing information 8:42 – The inspiration behind A Real Girl’s Guide to Money 9:13 – Advice for overcoming procrastination and writing a book 10:27 – Setting expectations for releasing a book 12:20 – Why is there a cultural lack of financial literacy?

Natasha Pelly is a Senior Investment Analyst at Zenith Media. She recently wrote an interesting article, How the Royal Banking Commission and Diminished Trust is Putting the Squeeze on Marketing Budgets. Natasha joins us today to share some practical advice and tips to help the industry win back trust, build and deliver value, how important your message is, and shares some case studies about how other companies have won back their customers in this latest ‘Listen to the Experts’ podcast. In this episode you will learn more about: (1:04) – Demystify what brand marketing Is (3:26) – Brand marketing for an industry (4:24) – Tactical things advisors can do to highlight their value (7:16) – An example of receiving bad press and rebuilding their reputation and trust (12:06) – How often an advice business should be communicating to its community

What Matt doesn’t know about the power of audio isn’t worth knowing! Matt has won numerous awards over his twenty years in advertising and is often called upon to share his views and insights. Luckily for us, he agreed to be part of ‘Listen to the Experts’ and shares his thoughts about the power of audio and how it can help a business cut through the noise [not an intended pun!] to help communicate a business’s message, value, but more importantly, be remembered. IN THIS EPISODE YOU WILL LEARN MORE ABOUT (1:09) – Why businesses should consider audio into their marketing strategy. (3:24) – Format of audio marketing for an SME (4:34) – Power of rhyming schemes (6:52) – Importance of distinctive assets (10:19) – Audio marketing on the small and large scale (12:12) – Podcasts as a form of a marketing strategy (14:18) – Prioritizing audio among other forms of marketing (15:09) – Examples of successful audio marketing

Getting yourself found online takes time and expertise. At imexpert, Nial and his team offer a full, search engine marketing service to help potential clients find you online, leaving you to get on with what you do best – running your business. They focus on your online marketing, PPC, SEO & Analytics to increase conversions, sales leads and engagement to deliver better ROI than you currently achieve. More importantly, they work as part of your business to become your search engine marketing manager. In today’s podcast, Nial from imexpert will clarify and de-mystify the world of SEO and Google Ads. You can learn more about imexpert by visiting their website. IN THIS EPISODE YOU WILL LEARN MORE ABOUT (1:08) – What doe SEO mean and how does it work? (3:15) – The differences between platforms used to build a website (3:41) – The types of businesses that should use SEO (4:24) – Strategy for SEO (7:20) – What Google Ad words are (9:45) – Generating more website traffic (11:56) – Tracking and interpreting information (12:34) – What an Ad Words campaign looks like