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John Kennedy - A US Adviser's perspective on marketing a financial services business - MAF226
Episode 22621st November 2019 • Marketing and Finance (MAF) Podcast • Roger Edwards interviews great people from Marketing and the world of Finance
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John Kennedy - A US Adviser's perspective on marketing a financial services business - MAF226

My guest this week is John F Kennedy, an adviser from Florida.

As you can imagine, sharing a name with a famous American President makes it difficult for him to rank in search.

We chat about how he's marketed his business, Candorpath, and some of the differences and similarities between UK and US financial services.

Welcome to episode 226 of the Marketing and Finance Podcast.

We chat about:

  • The difference between UK and US financial advice markets
  • Subscription models and giving a lifetime of value to clients
  • Using video to create a client connection even before the first meeting
  • Why compliance and regulation shouldn't be a barrier to using video marketing
  • Using storytelling to engage clients

Who is John Kennedy?

As Co-Founder of Candorpath, John’s is passionate about and has a deeply-rooted desire to help others.

While pursuing his education at the University of Central Florida, he decided exactly how he was going to align his passion with his profession.

Immersing himself in the world of financial planning, John has spent over a decade motivating others toward their vision for financial success.

Links and Show Notes.

For links to the books and apps mentioned, please visit for the show notes.

What is the Marketing and Finance (MAF) Podcast?

The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance.

I’m Roger Edwards, a marketing guy and keynote speaker from Edinburgh. Talk to me if you want to cut the BS and complexity from your marketing strategy.

The MAF Podcast is a 30-minute radio show you download from, iTunes or Spotify.

Each week you'll hear interviews with business experts, marketers, entrepreneurs and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!

We talk about:

  • How you can grow your business using content marketing and social media
  • How you can keep your Marketing strategy and communications simple
  • Topics, issues, products and business models from the world of finance

You’ll take away one or two big ideas that you can apply to your business. So, you can keep marketing your business to keep growing your business.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review.

Fancy Appearing on the Show?

Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved.