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Marketing and Finance (MAF) Podcast - Roger Edwards interviews great people from Marketing and the world of Finance 6th May 2015
MPAF42 – Annabel Brodie-Smith on Investment Company Opportunities Post RDR
00:00:00 00:33:42

MPAF42 – Annabel Brodie-Smith on Investment Company Opportunities Post RDR

MPAF42 – Annabel Brodie-Smith on Investment Company Opportunities Post RDR

Financial Advisers often regard closed-ended Investment Companies as a riskier investment choice.

Some confine their recommendations to more traditional open-ended Investment Funds.

My guest today is keen to promote the opportunities offered by Investment Companies and to overcome some of the perceptions people have about them.

Listen to Annabel talk about the differences between these investment vehicles and how they can form part of a well-rounded portfolio.

Hear about the work the Association of Investment Companies is carrying out in response to RDR, the training they are taking on the road and the initial success they've had integrating social media into their communications.

That's all right here in episode 42 of the Marketing Protection and Finance Podcast.

Who is Annabel Brodie-Smith?

Annabel is Communications Director at the Association of Investment Companies.

She focusses on communicating the uses, features and benefits of Investment Companies to the media, opinion formers, financial advisers, wealth managers and private investors.

She leads the AIC's public relations and her challenges have included transforming the profile of the AIC, its advertising campaigns, and the splits crisis.

Annabel is also leading the AIC's response to RDR and has implemented a training and information programme for advisers including training seminars, online training, a dedicated section of the website and an online newsletter.

Links and Show Notes.

For links to the books and apps mentioned by Annabel, please visit http://rogeredwards.co.uk/MPAF for the show notes.

What is the Marketing Finance and Protection (MPAF) Podcast?

This is the Podcast for providers and advisers looking to share business ideas and inspiration in the world of 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.

I’ll be asking what we can do to make protection and finance more accessible to the consumer. We’ll talk about:

             Marketing, communications and propositions.

             Financial and protection products

             Interesting business models and campaigns

as well discussing how advisers can promote their own businesses using modern content and social media methods.

My aim is to make sure that you will get one or two big business ideas that you can apply to your 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 Marketer for 25 years, ex-MD of Bright Grey and Scottish Provident, content and social media champion, I’m now in business to help your business.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes

Fancy Appearing on the Show?

Would you be interested in appearing on the MPAF Podcast? Are you working on a new proposition, campaign or a business model you want to talk about? Do you fancy drawing out some inspirational business and marketing ideas that MPAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk