Podcasts about jacksons wealth management

In today's episode, Brian has a conversation with Pete Matthew. Pete is a chartered financial planner, YouTuber, author and creator of Meaningful Money. He is also the MD of Jacksons Wealth Management. His book 'The Meaningful Money Handbook' has helped many people on their journey with their money, including Brian.Meaningful Money 1 page financial plan template - https://meaningfulmoney.tv/wp-content/uploads/2019/10/One-Page-FP.pdfTo find out more about Pete:Book - https://www.amazon.co.uk/Meaningful-Money-Handbook-Everything-everything/dp/0857196510YouTube - https://www.youtube.com/channel/UC39PLqUmy-AKK5HGYYfwFYwWebsite - https://meaningfulmoney.tv/ Hosted on Acast. See acast.com/privacy for more information.

Today's conversation is with Pete Matthew, Financial Planner, Podcaster, YouTuber, and CEO of Jacksons Wealth Management. From flipping burgers in McDonalds to becoming Managing Director of Jackson's Wealth Management, Pete followed a fairly classic career path. Until he started messing around with a video camera and creating content. I've titled this episode the Podfather of UK Personal Finance and that is for good reason. Pete has shared countless hours of indepth content on the Meaningful Money Podcast and Youtube Channel in the last decade. Expect to learn about Pete's background and journey, the 3 steps to Financial Success including insight into budgeting, debt, insuring against disaster, paying yourself first, and how to invest wisely, I get into the nitty gritty and benefit from Pete's expertise on striking the right balance between Pensions and Isa payments, the Tax considerations, and how to manage your pension with your employer. As part of this conversation, you will also hear about multi asset funds and what to look for in your initial choices to have a light touch, relatively low admin approach to investing and personal finance. Finally, I ask about risk appetite and tolerance as well as the biggest financial mistakes Pete sees being made and the answers might surprise you. Today's episode sponsor is previous podcast guest, Mike Samuels. Mike is a copywriter who's been responsible for over $170 Million in online sales for his clients, and now teachers others how to become what he calls 'Coffee Shop Copywriters.' He's personally guided over 300 people to the point where they're now earning their living as highly-paid, highly-respected copywriters, earning up to £350 per hour, and getting paid multiple times for one piece of work. Mike is very clear that copywriting is not an easy way to riches, rather, it's a skill that requires practice. However, he's simplified the process, and truly believes anyone who loves writing, and has the drive to earn their living as a writer can do exactly that. He's put together a selection of free templates to get you started, along with access to a masterclass that shows you how to use these templates, and how to find and sign high-paying clients. If this is something that interests you, and you like the idea of earning a great living from your laptop, while mastering an in-demand skill clients around the world happily pay for, head to www.thefreedomkickstarter.com/500templates to grab your templates and free class. Connect with Pete: Website - https://meaningfulmoney.tv/ YouTube - https://www.youtube.com/meaningfulmoney Connect with Col: Instagram: https://www.instagram.com/col.cambro/ Email List - https://mailchi.mp/548e38ba5942/colincambro Support me: buymeacoffee.com/ColCamBro

In this episode Gary is with Pete Matthew. He is a Chartered and Certified Financial Planner and Managing Director of Jacksons Wealth Management in Penzance, Cornwall. Jacksons has been serving the financial planning needs of local families and businesses since 1923, surely making it one of the longest-established private financial advice companies in the UK. He is an award-winning podcaster and video blogger and his passion is to spread the word that anyone can take control of their personal finances. From motivation to mindset, personal branding to perseverance, you will learn tried and tested ways to generate leads, increase your sales and build a strong lifestyle business. Gary Das takes you on an entrepreneurial journey of education, inspiration, and motivation to help you become a Pro of your industry! What Is Covered In Today's Episode Of The Financial Pro Podcast: The difference between planning and advice Reinforcing the importance of protection  Importance of good financial management How to protect your wealth against disaster Why should you document your journey Visit Financial PRO website www.financial-pro.com Follow Gary Das on Facebook and Instagram Connect with Pete Matthew https://www.instagram.com/pete_matthew https://www.linkedin.com/in/petematthew/  Pete Matthew's Recommend Books  The Support Economy - Shoshana Zuboff    Ego Is the Enemy by Ryan Holiday The Meaningful Money Handbook By Pete Matthew

Pete is a Chartered Financial Planner, a Certified Financial Planner, and Managing Director of Jacksons Wealth Management in Penzance, UK. He's also a very content husband and father of two wonderful children. After reading 'Crush It 'by one of his internet heroes Gary Vaynerchuk, he realised that he could use the internet and social networking to get an important message across. Pete's mission is to convey his belief that Financial Planning is simple for the vast majority of people. And that it is possible for anyone to achieve their goals. Pete tells Mike how he got into financial planning by accident and how he started his podcast "Meaningful Money" as a hobby. Combining his love for explaining with his geeky technological side, his podcast kept growing. Now he has over 5 million downloads and taught tons of people how to build wealth.

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. What started as basic personal finance explainer videos, shot with a cheap video camera on the beaches of Cornwall, has grown into a massively popular audio podcast with more than 3.2 million downloads to date. In this conversation, I wanted to take Pete a little off the well-worn path and ask him some slightly different questions about Financial Planner content marketing and how we can all get started, right now. Here's my conversation with Pete Matthew in season two, episode five of the Financial Planner Marketing Playbook.  

Pete Matthew is a chartered financial planner in th UK. He's Managing Director of Jacksons Wealth Management and a titan in the podcast space - hosting Meaningful Money - a podcast, and education platform, to help 'make sense of your money'. This is an awesome episode - one of our favourite interviews recently, because we verge into the personal finance space. One of the important aspects of beginning your investing journey is to ensure you get your money right first. This involves having a strategy and a mindset, and sticking to it. Pete talks us through some of the strategies that he encourages his clients to use, to build wealth over a long period of time - using passive, multi-asset investments. We also touch on: The main pillars of a portfolio you would establish for a 22 year old to add to over time The FIRE movement Using leverage as a millennial Reinvesting income Goal setting, and using stocks to achieve them Common biases that people should avoid We asked the Equity Mates community for questions for Pete, and have asked them throughout the interview. Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/

Introducing Pete Matthew Today's guest joining us on the show is a man who needs no introduction. Not if you are in the world of saving money, investing wisely and making the most of you cash. In fact he was first on the show back a couple of years ago, beaming in from his mansion in Cornwall. He is a Financial Planner, Podcaster, Video Blogger, Social Media Trainer. Managing Director of Jacksons Wealth Management. Best of all can teach us how to take control of our cash in ways that simply are life changing. As he says “I am a Certified Financial Planner and Chartered Financial Planner providing fee-based holistic financial planning advice in Penzance, West Cornwall. I am also an award-winning podcaster, and video blogger. My passion is to spread the word that anyone can take control of their personal finances. I am fulfilling this passion via my financial education website and podcast, Meaningful Money. Through video, podcasting and social media I am reaching thousands of people every week with my simple financial planning message. How The Dots Joined Up For Pete  I set out to provide simple, accessible financial planning information to the masses, and decided that video might be a good way to do this, and through trial and error, built a site full of basic instructional video. Through my work with this site, I was awarded IFALife's Social Media Financial Adviser of the Year award 2010. I also won the Professional Adviser Financial Education award in both 2011 and 2012. I also received the Scottish Widows award for Industry Innovation in 2014, and was named UK Podcast of the Year in 2015. And now he is bringing all that information into one place, to make it easier than ever to get out of debt and increase their personal wealth with the Meaningful Academy. Split into three parts Financial Foundations being built first, then Building Worth, and Enjoying Your Money coming soon. So are there quick and painless things we can do to get our finances in control? And with the effort it takes to build a platform like he has, does he ever come close to burnout and content indecision? Well let's find out with the one and only money messiah, the financial freedom fighter, the debt destroyer the one and only Pete Matthew. Show Highlights During the show we discussed such weighty subjects with Pete Matthew such as: Why Financial Independence is a choice, and something that should be learnt from a very early age. How the haters can always get through to you, but you have to realise that its a badge of honour for them to contact you. How the damage to our mental health referenced in the book "Digital Minimalism: On Living Better with Less Technology" is something that we have to bring into family life. And lastly...... Pete talks openly about the assistance he gets to make firm decisions to Meaningful Money, which perhaps he wouldn't be able to see otherwise How To Connect With Pete Matthew Website Facebook Linkedin Twitter Return To The Top Of Pete Matthew If you enjoyed this episode with Pete Matthew, why not check out other inspirational chat with Clayton Morris, Dorie Clark, and the amazing Niall Doherty You can also check our extensive podcast archive by clicking here – enjoy Audio Transcription Of The Pete Matthew Interview Intro 0:00 When we're young, we have an amazing positive outlook about how great life is going to be. But somewhere along the line we forget to dream and end up settling. Join Up Dots features amazing people who refuse to give up and chose to go after their dreams. This is your blueprint for greatness. So here's your host live from the back of his garden in the UK, David Ralph. David Ralph 0:24 Yes. Good morning, my young friends. Thank you so much for being here on another episode of Join Up Dots. Yeah, do you need another episode? Of course you do. And today's one is one I actually woke up in a little bit excited because this man is is he's a mentor to me and he should be a mentor to every one of us out there from the UK to America to Bora Bora to anywhere that has money issues. Now he is a guest joining us on the show and we literally he needs no introduction. Not if you're in the world of saving money investing wisely and making the most of your cash. fact he was on the show back a couple of years ago, beaming in from his mansion in Cornwall now. He's a financial planner, a podcast or a video blogger, social media trainer, and managing director of Jackson's wealth management and best of all, he can teach us how to take control of our cash in ways that simplify and are quite simply life changing. As he says I'm a certified financial planner and Chartered Financial Planner providing fee based holistic financial planning advice in Penzance West combo. I'm also I don't like this bit, an award winning podcast. I've never won anything. I've never even won a bloody swimming badge, but he's got an award and he's a video blogger to now his passion is to spread the word that anyone can take control of their personal finances. I'm fulfilling this passion by my Financial Education website and podcast meaningful money through video podcasting and social media and reaching thousands of people every week with my simple financial planning message. I set out to provide simple accessible financial planning information to the masses, and decided that video might be a good way to do this and through trial and error, built a site or a basic instructional video. Now through my work with this site, I was also awarded IFA is a life social media financial advisor of the Year award in 2010. I also wonder professional advisor financial education ward in both 2011 and 2012. And if that's not enough, he also received the Scottish widows award for industry innovation in 2014. And was also named UK podcast of the Year in 2013. Right and now he's bringing all that information into one place and make it easier than ever to get out of debt and increase their personal wealth with the meaningful Academy split into three parts financial foundations being built first, when building worth and enjoying your money coming soon. So quick and painless things we can do to get our finances control. And with the effort it takes to build a platform like yours. Does he ever come close to burn out and content indecision? Well, let's find out with the one and only the money Messiah, the financial freedom fighter, but debt destroyer, the one and only Martin Lewis no I mean, Pete Matthew Pete Matthew 3:23 What an intro. Nobody does intros lucky, my friend. Nobody does intros like you. Great to be here. David. You're David Ralph 3:29 right. It is lovely. It's lovely. And can I ask Pete Matthew, can I ask you you saw my nipples earlier? And I'm worth it looking good for a man of my age. Pete Matthew 3:40 Yeah, I saw him for a brief second because my retinas dissolved. And now they were looking good. My friend for a man, you're, I do David Ralph 3:48 apologise. It's very hot in the United Kingdom at the moment. And as podcasters we can't afford things like air conditioning and fans, we have to just go through the pain barrier to bring it to you don't. Pete Matthew 4:00 Yeah, we showed there. It's boiling in here is all I'm in the shorts and a T shirt very seriously thinking about taking the T shirt off. So it's good job. It's audio only. This is not a mansion, by the way. I'm talking to you from a cupboard. But you know, David Ralph 4:12 Yeah, I know. But I've seen I've seen where you live. I've been I've been going into sort of financial advisors net worth and your your album. Now the thing I remember you being on the show last time, and it is stuck with me. And it's funny, every podcast episode doesn't stay with me. Unless every now and again, something hits home. And for some reason, and I remember you saying that you went to a financial conference. And as she was pulling up, you saw all these financial advisors with their BMW, Mercedes. And you were thinking, well, that's not very good. You're taking a loan out perfect. How are you providing good financial advice? And that was kind of the starting point to it. Oh, do you look back at those days and think, you know, well, things have moved on. And people are really reclaiming their financial control over people still making the same bizarre things by getting out car loans and stuff where quite simply they can't afford it. Pete Matthew 5:07 A lot of people are still doing that, I do think there is a beginning of a ground swell to taking control of finances, just as there has been an increasing sort of focus on taking better care of our health through eating and exercise and things like that. And if you compare it to where we were in, you know, like 1985, or 1990, or something, you know, you see the kids these days coming out of college, and they're all ripped, right? Because all boys are spending time in the gym stuff. And the girls, you know, they're all looking a lot better than I did when I was 1617. And so I think there is a bit removed towards that. And I think that is now beginning to happen with the with the area of financial sense, financial management as well, which I'm very encouraged by a large part of that is due to what's often called the fire movement, financial independence movement, which is massive in the US really starting to ignite over here too. So I'm excited by it's extremely positive, I think for the future. David Ralph 6:06 Because I had a guy on the show recently, choose f5 choose financial independence, and he was a lovely guest. And at the beginning, I said to him, yeah, I'm financially independent. He said, Well, that's brilliant, good on you. And as we started talking, I thought, Oh, I'm not financially independent at all. Because I actually still have to work for a living, I have to do things. Is that something that we should be aware of? But literally, we do have that opportunity to be purely financially independent by buying pieces of land or renting out properties? Or is it all about as we talk about passive income online businesses, training courses and stuff? Pete Matthew 6:44 Well, I think is probably a bit of all sorts, it's certainly more complex than it than it most people might think it would be. I'm actually, as it happens about four hours from now interviewing Brad and Johnson from choose f5. Myself, David Ralph 6:58 how are you connected? That Pete Matthew 7:02 that's because you introduced me to them for which I'm very grateful, sir. So I'm looking forward to that those guys are prime movers over there, along with like, Mr. Money moustache, in that whole area, essentially, financial dependence is really about choice, you work out of choice rather than necessity. So passive income, the whole Smart Passive income, Pat Flynn, all that sort of stuff that I mean, certainly Pat Flynn would never suggest that it isn't still work, you know, even passive income requires some upkeep. Yeah. But really, for me, the definition of financial independence is not having to work because either you have other income streams, or you have sufficient capital from which to draw to sustain your day to day lifestyle. So there's a whole load of nuance to it. And there's a million ways you can provide either that passive income or you can amass the capital that you need. So as ever these things as a detail underneath the headlines right? David Ralph 7:56 Now, I am not a financial guy, I kind of control I've got to two for now, really. But for the wider sense. I wasn't an opportunity monkey picking the day I used to go to work. And then they'd give me the money. I didn't even query that I would sorting out the right tax. It was just what I got and away away. Since I've become entrepreneurial, it's a different ballgame. And you know, I'm always got a spreadsheet where I'm moving 20% here and 20% there, and I'm keeping base and I'm keeping but do you think that literally people should be trained how to manage their money before they go to work? It should be a prime part, because I think Martin lewis is very big on getting kids to understand that they've got the financial control before anybody is making money, do what you want with it. Pete Matthew 8:48 I for sure. And I think the sweet spot for doing that is sort of tertiary education. So after GCSE, you know, with we have to stay in some kind of full time education now whether it's sort of a you know, college vocational stuff or a levels or whatever. And I think there ought to be a mandatory element of basic money management at that point, because even then, you could argue that the banks have already got the got their claws into us. I don't know about you, David. But I was a Gryphon saver, right. So I was a Midland Bank, customer, Dean, I had the blue binder, and all the sort of the action file, it was called all the cool stuff that you wanted to have as a kid. And of course, I still bank with first direct, which is a subsidiary of HSBC, which bought middle and bank so I've been with that bank now for 30 years, because they nabbed me when I was a teenager. And we need to help kids understand that this is a market and they need to shop around, and not just sort of drift into whatever financial arrangements they end up in. But ultimately, managing money isn't difficult. It's it's about understanding a few basics well enough, so that you can avoid the pitfalls, things like, you know, easy day. We need to understand basic day to day money management, we call it budgeting now, word that anybody likes to talk about. But it's really, really important. And it doesn't need to be involved. It doesn't need to be challenging and difficult. It just needs to be put in early enough. So I mean, I have zero financial education from either school, college, all my parents, but I've made sure I've made the difference with my own kids. But of course, a lot of kids don't get that at home. So I would love to see some kind of mandatory, even if it's like one half term focused weekly lessons that every 16 to 18 year old goes through. I just think that would potentially transform the country Transform, transform the economy, because it would reduce our dependence on debt, and just put us in better financial shape as as a country. David Ralph 10:46 Now I remember back in the day, my first bank was not West and I actually worked for NatWest birth for 10 years, and fixed Well, it was the pigs Yeah, it was Woody, Annabel Maxwell, Lady Hillary and send the fan your Yeah, they came up. David of pigs. And I think woody was the hard one to get. He was the one with the bow tie at the end. But it used to encourage kids to save to get this set. But as soon as I left my employment with NatWest, I said, why I'm leaving much thank you my bank account. I don't want people to know how much I'm earning. Of course, I didn't care anyway. And so I think I've been with every single bank. And one of the things that I reference him again, because he is very prevalent in the United Kingdom. But Martin Lewis, who was the financial guy over here, always says, ditch and switch, you know, move around. I'm interested why you've stayed for 30 years with the same bank then? Pete Matthew 11:37 Because they've Well, they served me very well, for the most part up until about three or four years ago, I had basically everything with them. I do have, you know, my mortgage is now with centre there now. And you know, but prior to that my mortgage, so first, all right. And the reason I ditched them in the end was exactly what you're talking about. They have no loyalty to me, ultimately. Because I rang them because we were moving house, and I needed to borrow less money than I already had on my mortgage over a shorter term, right. So less risk, one would argue for first year at the bank, I spent a half an hour on the phone with them. And I think I needed to borrow some, like 200 grand. And at the end of the thing, this girl said, Well, I'm pleased to tell you, Mr. Matthew, that we're prepared to lend you 115 or something. And I'm like, What? So is that on top of what I already said, No, no, that's the total. So I said, that's the less than I need, despite the fact that you know, I've been born or borrow with you for years. And you can see what I earn. It's plenty, you know, and but the reason this they gave for it was, well, you have all these existing commitments, I said, they are savings and insurance, right. So I'm increasing my, you know, my wealth, my net worth, and my security by paying those monthly commitments is, but they're a commitment, like, No, I'm not. I've just turned them off. No, no, no, no, that didn't work like that. Then it was just a classic computer says no moment. And so that annoyed me. So I went to see a broker, which I should have done way before that and got much better deal in half the time for Santander, I think. So. You know, inertia is always the main reason. For me, a bank is just a commodity, I just don't care about it. As long as it does what I need to do, it's fine. I don't have any issues with what they know about me. I just figured that's that's the way it is. But when it comes to investments and stuff like that, then I'm far more likely to shop around because then it comes down to charges and things like that. David Ralph 13:29 So let's take it into the reason why we've got you on here. Because if you've been over to Pete Matthew site over the last few years, and you can sort of track it back. And I like to do that being a Do you ever use wayback machine? Yes, Gary in it. It's scary. Yes. And I was I was teaching somebody the other day how to build a business. And he was saying, Yeah, but my website looks a bit crap. I say you think you're as good as crap ever look at this. And I was showing him the very first evidence of Join Up Dots. Now I like to go back and I was looking at yours and yours was as it any of them. Now you've had a new one bill. It's really sexy. And what I like about it, and this is why I want people to jump over to your site is there's a sensible hierarchy of information. And there's so much information in there. But it's easy to find. Was that difficult to get set up? Were you sort of looking at it thinking, Oh, my God, I've got so much here six years, seven years of material, how to be sensible for people. Pete Matthew 14:27 Yeah, nearly 20 years. Well, I did it I did an exercise about three years ago. So up until this last iteration, I've always done my website myself, I'm a bit of a nerd. I like to mess around with software and tools and things like that. And I just built it with WordPress picked a theme spent time tweaking it relaunched occasionally. But when I did that, three years ago, I went through every single piece of content, there's now over 750 posts on the website, went through every single one and re categorise them. And I re categorise them into one of four categories. I've now I've seen split them just into three, which are getting started building wealth and enjoying your money, really the main three life stages, financial life stages, if you like. So having done that work, believe me, my web designer, this time that goes at Jeremy digital, they were very grateful that I done that because it made life a lot easier for them to build what we call the Learning Centre. And so it's front and centre there at the top in the in the menu, you can either go straight to podcast, video or articles, but then you go straight, go straight into the Learning Centre, the search thing works like lightning, but you can easily go to whatever your life stages and there's some sort of initial places to start if you're in that live stage. So I kind of did the heartbreak three years ago, but I'm not continually building on it. But if those three main life stages are the core of what I do, people should be able to find what they need fairly quickly. David Ralph 15:49 Well, they do. And I think it's one of the nicest sites I've seen. And I'm not just saying that because you're here. But it's, it's friendly money. And certainly lot of the financial organisations out there, I would say it's boring money, I look at it, and I can't be bothered, just shoot me, you know, but I go over there. And it's like, it's like uncle P is smiling at me. He just seems friendly. There's a picture of him sitting in the betting shop. He's making the next on there, and everything he's happy in his world. Pete Matthew 16:23 Yeah, well, I've got to give credit to to Martin and Lindsey at Jeremy digital, they hope you don't mind me giving them some No, you go for it. They they are experts, I think in building sites with calls to action, where it's really clear what you would want a site visitor to do. And that's either to In my case, I either want them to help themselves, right. That's the whole point. I mean, for money to equip people to make decisions. I frequently say the most people don't need to see a financial advisor until they are in the run into retirement, everybody can benefit from seeing an advisor. But not you don't need to really, if it's about building wealth, there's just a few things you need to do consistently. But when you get to that transitional point into financial independence, there is a whole load of choices facing you there. And it's an unbelievably complex world, a professional advisor can help you there. So I wanted to give people the information they needed to be able to do it themselves, or to get in touch with me to work with my regulated financial planning practice, which as you kind of said earlier on is Jackson's wealth management. meaningful monies become this beast, it started very much as a hobby, a little bit of a gift to the world. I just love messing around with video cameras and editing software and stuff. And it's become an incredible marketing engine. Turns out I was doing something called content marketing week before that phrase was even coined it. And so it's been a real journey. I I feel supremely blessed and bemused by old, but really, it comes down to consistency. Just I mean, you wrote the book on this there. And you know, it's just doing it week after week, after week, day after day after day. And you know, the better. It's come in, both to me, professionally and personally. And financially, of course, but, you know, I get emails every day from people telling me how they've changed their own financial situation. And that's ultimately why I do it. David Ralph 18:11 Well, you will get an email from me because I'm going to say this to you. But I've never said this to you personally. And we talked quite a lot. But I actually, I'm very competitive against you, I look at you, and I look you in the charts. And I think, right, okay, I've got to get higher than him, okay, I use you as the benchmark of what can be done. Because what I love about you, and so many people come across to me, and they will hear me say this. And I say, David, David, you do a podcast? Should I do a podcast? And more often than not, I say, No, don't do a podcast, unless you've got a business. If you've got a business, Ben put a podcast on it. Because it's great way for keeping people on your website longer. Building your personal brand, building the loyalty. Now, where I struggled at the beginning was mine was a podcast. And so I had to kind of grow the audience and Ben growth percent of it so that it started to become a sort of money making machine. And it literally killed me. Now with yourself. You're juggling two things. You This is you but you've also you know, like Batman and Bruce Wayne, you got you got two identities? Which one is taking control? Which one is actually the more the one that you want to be known as? Is it Batman or Bruce Wayne? Pete Matthew 19:27 We're going to assign let's do, let's say Batman has meaning for money, right? Well, that's definitely you mean for money as well as partners to do I'm convinced to that. But I love my day job. I'm very fortunate that I am in business with my due to best mates in the world. So we have a blast working together. We challenge each other. And it's great. So I'm very aware how lucky I am from that school. And I love seeing clients, right, we've got clients that we look after three or four generations of a family. And we Jackson's been around since 1974. So you know, we've got very long relationships, I don't want to just say, you know, Thanks for the memories and go off into the sunset and do me for money, permanently full time. So I am working to get Jackson's to the place where in the not too distant future. I am literally just seeing clients for maybe a day and a half a week and the rest of my time is spot on to meaningful money. Now I am Fridays where we're talking right now we're talking on Friday is meaningful money day for me. So I shut the door, turn the phone off, don't answer Jackson's emails, the staff Don't disturb me all sorts shoot them. And I just record I write, create stuff. And it's been a godsend. And actually, it's my colleague chairs, my co director who became aware that I my focus wasn't really on point, I was neither here nor there. Yeah, I'd be so distracted with me for money stuff while I needed and getting behind on Jackson stuff and vice versa. So he said a lot for God's sake, just do a day a week a demarcate the lines. So my job now is to try and, you know, make the balance between the two a little bit more balance. So this three days Jackson's to dating for money, and then maybe the reverse. So David Ralph 21:00 how do you come up with your your content, because we've Join Up Dots quite? It sounds like I'm making it up as I go along. And quite frankly, I do. I wrote up here, I have one line of an idea. And I turn on the microphone, I start talking and he just comes out to me. And then 30 minutes later I edit it and he's done boom on there. But I still had that. What should I talk about? What should I talk about today, you know, you are actually having to research and make it sensible, because you know, it's not just being flippant and throw away and hope inspiring and motivating your match. You know, you're an adult Pete Matthew, as I say, I'm poopy, you gotta trust uncle Pete Matthew, Pete Matthew 21:40 I got to be careful as well, because I'm in a regulated world. So I could potentially get in trouble. If I say the wrong thing. Now, it's not difficult to stay the right side of those lines, if you know where the lines are. But I do have to be careful. And I'm in all of the fact that you can have basically a one line idea and then achieve what you achieve consistent suddenly, every time you record because I script mine is just the way I think. And it's important, I think, for people to understand that either works, you know, so I do zero editing, essentially, because I've pre scripted. I read my podcasts, but I've taught myself to do so in a way that it didn't sound like it. And, you know, that's just the way I construct my thoughts. It helps me to be concise. But I mean, you asked, How do you think of stuff to talk about? Or how do you sort of flesh it out? One of the benefits of maintaining my day to day Client Access? You know, the work that I do one on one with clients is that they're asking me questions all the time, and I'm forever writing them down. Right? Okay, I can answer that on the podcast that will be added into the next season. And for me, shifting to a seasons format has been transformational actually. So I'm in between, I've just finished season 14, I'm doing a few weeks of in between episodes now. And I'm starting to plan and write season 15. And that's worked really well. But it means that right, I'm going to deal with this subject at length over maybe nine or 10 weeks even. And sit down and write it and I mean, I can really, you know, get into some detail. And the audience just loving it the least that's what they're telling me. So it's working well for me, you just got to find out what works for you. And you? David Ralph 23:11 Well, it does. And you know, I scroll up and down your ratings and reviews on iTunes. And if no one's listened to the meaningful money podcast, jump over there and leave him a rating and review not that he needs them. He's got 16 in the United Kingdom. But this is one of the ones that I I'm going to reference and I hope you don't mind me referencing this bear in mind that you were saying, you've got to be careful what you say. And this was, it said offensive content of a really meaningful money offensive. And I found a recent episode genuinely offensive when Pete Matthew stated he wanted to take a baseball bat. And Steve some heads in after referring to some financial advisors as alpha males and dicks. Mr. Pete Matthew, is it did you do look back on that episode and go actually that was me being my natural self and you'd stepped over? Or do you look at that and go No, actually, I mean that and you can't please everyone all the time. I was mad, Pete Matthew 24:10 and not crazy mad. But I was really hacked off. And two colleagues of mine, I wasn't able to go this particular conference, but it was right in the middle of probably the biggest scandal in my world for a very long time were some lifelong steel workers in October and South Wales had basically been appallingly advised. And robbed of a lifetime pension savings. Essentially, they don't they were advised to transfer out of the perfectly good final salary scheme, move into personal pensions with massive numbers, in some cases, seven figure funds, which sounds great. But with horrendous fees being taken by the advisors, terrible commissions, just I mean, just appalling. And I could not believe that in 2017, that could still happen. You know, that's the sort of stuff that happened in the end, right in the shiny suited white, light coloured shoe wearing advisors world were a lot more professional. Now the regu

Today I'm talking to a very impressive individual, Pete Matthew. Pete has combined his professional expertise with, in his words, "a nerdy hobby", and turned it into something that has become a monster! Pete is a 21-year veteran financial planner and Managing Director of Jacksons Wealth Management in Penzance, where he and his team focus on one simple goal... To help his clients make sense of money. But while his expertise in financial planning is impressive, as a marketing geek I personally can't help but be inspired slightly more by the fact that on top of this, Pete is also an award-winning podcaster and video blogger. When you listen to Pete, you'll start to understand why he has more clients asking to work with him than he can deal with, as he's built a thriving Client Catching Ecosystem that is an amazing example of what can happen when you commit to building your own.  On this episode: How a “fat guy in Penzance” created a marketing monster. Don't let your fear of tech stop you from taking action. Why answering client questions in your marketing is the fastest path to building trust. Progress is more important than perfection, so just start! Why blocking time to dedicate to marketing your business is the best investment you can make. The biggest influences on Pete that guided him to his success (and kept him going when things got tough…) Why Pete hasn't had to “sell” in years, yet remains fully booked. And much more! Resources Mentioned In This Episode: Meaningful Money Pete's Podcast Jacksons Wealth Management Exclusive Listener Only Bonuses! Make sure you grab your listener goodies by visiting... The Client Catching Podcast Listener Gift Page You'll get exclusive trainings and my best resources all in once place where I dive deep on the marketing strategy that gets OTHERS to grow your business for you… AND the system that powers it to remove you from up to 90% of your marketing and sales process, instantly boost your authority, while at the same time increasing the quality of leads, appointments and clients that you attract and catch… All without spending a penny on advertising or adding more hours to your week! >> Click here to "Hook" your listener bonuses today

Managing money is one of the most vital skills anyone can learn in life, but it's so often neglected in our school system. Rob talks through his step by step process for getting out of debt and into the green. As a guest on the Meaningful Money podcast Rob talks through how you should never spend more than you earn, you should know the difference between investing and speculating, and finally how to create some passive income. If you're in debt and want a way out into the green, this is the episode for you. Key Takeaways How did you get to this point? My dad raised me to be an entrepreneur as he was an entrepreneur but I got lost. I got myself into a lot of debt but then went along to a business, property event after reading a few books and met my business partner who I still work with today. After that, I became a millionaire between 31/31, and we built a training business in property. Each time I've retired I get bored, start doing other things like writing books and doing my podcast. What is your goal for this free content that you give away? Everyone has always said that you can talk, so if you can talk and make a career out of it that would be amazing. I genuinely enjoy talking and getting a message out to the world by helping others. I've learnt a lot of things in my journey and I want to support others to learn from my journey. It's also a good source of revenue, in books sales, and speaker fees. What was the core message of your book ‘Money'? It's part, my personal journey out of debt into being a multi-millionaire and part is research, and study into different aspects of history, psychology and strategy of money. I wanted it to be everything about money, a one-stop shop if you like. If you are too selfish then society will force you to move into philanthropy or something else. If there was one overarching rule for money? The one rule is ridiculously simple, which is to never spend more money than you earn. In a modern world where we wrack up debt which is not good for anyone's mental health. Wealth is always in relation to wellbeing. In a pilot for a Channel Four show where I was a money coach, the people on the show were completely delusional around how much money they spent each month. People always pay everyone else first before paying themselves which is wrong. You should always pay yourself first. The No Spend Year. Not spending money on depreciable liabilities, where it erodes capital is key to getting out of debt. It's about proving you can be disciplined with the money that you have. You shouldn't be going on three holidays a year if you can't afford to. You have to learn not to spend money on things that lose value. What are the sources of passive income? Some people see passive income as an overnight thing. You have to work hard enough to not have to work hard. Residual passive income could be anything from a song, or a book or property. It's a thought process really around how you can buy an asset that pays a recurring income. Some assets provide passive income with some just preserve capital. You have to target date when you spend less than you earn. Once you have gotten out of debt you should move to increase the amount that you can save. There are ways that you can think of reducing your expenditure but also ways that you can increase your income. I never spend more than I earn unless I put capital into an investment. Max out your ISA. There are some ISA millionaires, where they put the maximum in their ISA's every year. It's all tax-free. You should target to invest the maximum amount in the ISA and you will get rewarded through the tax system. It's so simple. You want to build your capital reserves. People can make a lot of money and then erode their capital rather than preserve it. You should take some calculated risk but have the downside covered. You shouldn't take big risks that you can't cover. A calculated risk is investing in something that is relatively safe and protecting the downside. If we were to have a JV to manage a property together, then the protecting downside would be around having a charge or contract together. Emotions can really ruin money management. The things that we regret in life are the ones where we are in an emotional state when we do them. I'm interested in a sustainable long term wealth, not overnight quick wins. You can spend lots of money celebrating in elation and through sadness. Make sure you do the research into an important investment decision. Did you ever wonder whether you would have made it? I'm not always a positive person. I've had periods in my life where I've been a glass half empty. You don't realise the ten-year overnight success and the hours that have gone into it. Things don't happen overnight, but if you consistently do the right things then things will happen. Best Moments ‘My dad raised me to be an entrepreneur.' ‘Everyone who talks about a subject should know about it.' ‘I wanted it to be a one-stop shop for interesting in money.' ‘There is nothing wrong in wanting to earn more money.' ‘People are completely delusional about how much they spend.' ‘Always have to pay yourself first.' ‘Know where you are at with your money.' ‘A lot of people speculate before they invest.' ‘You have to know the difference between investment and speculation.' ‘You never get taught how to money management at school.' ‘You'll never learn to make more money until you know where you at.' ‘Learn what appreciates and depreciates.' ‘You have to work hard enough to not work hard.' ‘I never spend more than I earn.' ‘When you put money in an ISA that I will never touch again.' ‘Capital attracts income.' ‘Always protect the downside of the risk.' ‘Extreme emotions erode money.' ‘Don't make decisions if you are wired or tired.' ‘Most people overestimate what they can achieve in a year bu underachieve in a lifetime.' ‘Compounding is the 8th wonder of the world.' ‘Every day do something.' ‘Overtime you keep going.' Valuable Resources Meaningful Money Podcast: https://meaningfulmoney.tv/2018/04/26/rob-moore/ Rob Moore : Money https://www.amazon.co.uk/dp/B01IIF7420/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1 About The Guest Pete Matthew is the brainchild of the Meaningful Money podcast. He is Managing Director of Jacksons Wealth Management in Penzance. He is a Chartered & Certified Financial Planner. I'd love to help everyone individually, but that's unlikely to be possible. Regulation of financial services means that if you would like me to advise you personally, then we have various steps to complete and that my company, Jacksons Wealth Management in Penzance would have to be the vehicle for that advice. Contact Method https://www.jacksonswealth.com ABOUT THE HOST Rob Moore is an author of 9 business books, 5 UK bestsellers, holds 3 world records for public speaking, entrepreneur, property investor and property educator. Author of global bestseller “Life Leverage” Host of UK's No.1 business podcast “The Disruptive Entrepreneur” “If you don't risk anything, you risk everything” CONTACT METHOD Rob Moore Official Website Rob's Facebook Rob's LinkedIn See omnystudio.com/listener for privacy information.

Martin chats to Pete Matthew from Meaningful Money about building client trust before you've even met them! Pete Matthew is a Chartered and Certified Financial Planner, and Managing Director of Jacksons Wealth Management in Penzance. He started MeaningfulMoney.tv as a hobby in 2010, and has since created over 300 videos and over 200 podcast episodes. The podcast is a top ten UK business podcast, and is downloaded 50,000 times each month. MeaningfulMoney is now a major source of new business for Jacksons Wealth - the hobby has become a monster! He's married to Joanne, with two teenage daughters and a Jack Russell called Maisy. Wednesday 11:40 - 12:10 Bridging the trust gap - Using your website to win clients before they walk in your door In this session, Pete will share what he has learned from seven years of being active online with MeaningfulMoney, and what you can do to replicate and accelerate the results he has achieved. Learning objectives The very specific fears that prospects have when they approach us, and how to overcome them with an authentic web presence The elements that every website must have How to stand out from the crowd when all adviser websites look the same (including examples of good practice) How to use your website to answer your prospects' questions Why you should give away everything you know for free Some immediate steps you can take to improve your web presence in less than 30 minutes

Personal Finance Expert Pete Matthew Shows Us How To Sort Out The Money My guest today, on the Steve Jobs inspired Join Up Dots free podcast interview is a man who quite frankly I should have invited onto the show years ago. He has been on my radar for awhile, but for some reason or not has not been given the opportunity to join up  his dots. He is a man who has blended so many vitally important skills being used in the online world today into a rocking and rolling business. He is a Financial Planner, Podcaster, Video Blogger, Social Media Trainer. Managing Director of Jacksons Wealth Management, and best of all can teach us how to take control of our cash in ways that simply are life changing. As he says "I am a Certified Financial Planner and Chartered Financial Planner providing fee-based holistic financial planning advice in Penzance, West Cornwall. I am also an award-winning podcaster and video blogger. My passion is to spread the word that anyone can take control of their personal finances. I am fulfilling this passion via my financial education website and podcast, MeaningfulMoney. Through video, podcasting and social media I am reaching thousands of people every week with my simple financial planning message I set out to provide simple, accessible financial planning information to the masses, and decided that video might be a good way to do this, and through trial and error, built a site full of basic instructional video. Through my work with this site, I was awarded IFALife's Social Media Financial Adviser of the Year award 2010 and I won the Professional Adviser Financial Education award in both 2011 and 2012. I also received the Scottish Widows award for Industry Innovation in 2014, and was named UK Podcast of the Year in 2015. This is great stuff, and will of course make a great episode. So what made him continue through the trial and error stages of video content creation, when most people would have said "I'll just do what I am already doing...its easier?" And where do people go wrong with their money issues? Not looking after the money they already have, or being unaware of what is available to them out there in the big wide world? Well let's find out as we bring onto the show to start joining up dots, with the one and only Mr Pete Matthew. Show Highlights During the show we discussed such weighty topics with Peter Matthew such as: How he started with the concept of his podcast as simply something to do as he fancied it.....and little by little has turned it into a monster. Why so many people can start a podcast, but in fact so many podcasters should actually be stopped from doing it and the reasons why. Pete shares how he managed to find the right business partners to hep him scale the business, and why he blended friends and business (which so many people are frightened off). and lastly…. We share the top three steps for getting your accounting system in place when you start creating a new business. And they are not as hard as they might seem at all.  

Click Here to Download Brad's Exclusive Step by Step Process on How to Podcast   In this episode I talk with Pete Matthew, who is a Chartered Financial Planner, a Certified Financial Planner and Managing Director of Jacksons Wealth Management from across the pond in Penzance, UK. Besides his day job, he also happens to host a top 5 business podcast in the UK with just under 1 Million episodes downloaded and has really cracked the code when it comes to podcasting. For those of you who have considered podcasting or are on the radio, you are going to love this conversation!   Here are a just a few highlights: We get into how Pete has transformed his podcast into a marketing funnel that currently drives over 25% of his business and generates 4-5 new prospects a week - make sure you don’t miss the story of Pete’s first podcasting client as it speaks to the power and reach of the medium. Then we dig in on how technology is breaking down the geographical boundaries for marketing and how Pete believes virtual appointments are 95% as effective as face to face. Next we dig into Pete’s 3 step framework for creating engaging content for his show. The great news is that it works just as well on radio. From there we spend some time on the problem with jargon in the financial services industry, the simple framework you can use to overcome it, and why it’s so important for creating a greater connection with your clients and prospects. Finally, don’t miss the secret Pete uses to engage with his audience to generate reviews for his show. It's super easy and powerful! ''As an industry, we make financial planning more complex than it needs to be.'' - Pete Matthew SHOW NOTES: [00:03:10] Discover the power of podcasting and the incredible benefit of being able to connect with influential people from around the world. [00:06:00] Find out how his passion for teaching and lessons from Gary Vaynerchuk's book “Crush It!” led to an inspiring 7 year digital journey that's helping people understand money and succeed financially. [13:23] How has podcasting become Pete's biggest source for client referrals and securing new business? [15:29] The step-by-step framework Pete uses to turn podcast listeners into qualified leads and why his clients love virtual meetings. [17:19] Why you no longer have to chase new business... Learn how “Attraction Marketing” is changing the game. You'll have prospects banging on the virtual doors begging to work with you!   [21:49] How asset managers and advisors can break free from the traditional “this is my territory” mindset and land high-flying clients who love the convenience of a virtual relationship.   [00:28:33] Find out how technology and virtual transactions have changed the internal processes at Pete’s firm. [00:30:09] How financial advisors can transition from traditional radio to the world of podcasting and the critical factors to creating great content that speaks to your audience. [36:38] The 3 simple keys to financial planning and why great financial advisors should never worry about being boxed out by technology. [00:41:03] Why are so few financial advisors joining the podcast movement? Find out why it's never been easier, learn to overcome your fear for compliance, and discover Pete's top tips for podcasting success. [53:33] The importance of eliminating financial jargon and simplifying complex terms for your clients. [59:10] Planning on starting a podcast? Don’t miss Pete’s best practices for generating ratings and reviews and creating social proof with your audience.   [01:05:59] What things does Pete hope are looked at as being absurd 25 years from now. [01:07:19] Find out why Pat Flynn is the first person Pete thinks of when he hears the word successful. [01:08:19] The one book Pete thinks everyone in the financial services industry should read. [01:11:52] A simple, yet effective piece of advice anyone can implement to be successful. ''Care passionately about those who consume your content and you'll be just fine.'' - Pete Matthew SELECTED LINKS FROM THE EPISODE Connect with Pete Matthew Facebook | Twitter | YouTube | LinkedIn Meaningful Money Jackson’s Wealth Management NextGen Planners Crush It! by Gary Vaynerchuk XY Planning Nucleus Platform by Michael Hyatt Known by Mark Schaefer The Support Economy Smart Passive Income The Advisor Century PEOPLE MENTIONED IN THE EPISODE Gary Vaynerchuk Adam Carolan Michael Kitces Jeff Rose Michael Hyatt Pat Flynn Mark Schaefer Dan Sullivan   Disclaimer  This program is provided for informational purposes only. Please keep in mind that not all insurance carriers allow "business through the mail" and there may be registration requirements and limitations for virtual investment advisory services. Producers are ultimately responsible for the use or implementation of strategies and concepts discussed and should be aware of the compliance requirements of any broker-dealer or Registered Investment Advisor with which they may be affiliated, the insurance carriers they represent, federal regulations and state insurance and securities regulations. Investment advisors are strongly encouraged to obtain pre-approval from the broker-dealer and/or Registered Investment Advisor with which they may be affiliated prior to implementing this practice. Results from the use of the concepts and strategies shared by Peter Matthew are no guarantee of your future success. The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. Alan Moore is not affiliated with or sponsored by Advisors Excel.

Pete Mathew is a Chartered Financial Planner, a Certified Financial Planner(CFP) and Managing Director of Jacksons Wealth Management in Penzance, UK...

#15: Today we are going to talk about a topic which many of us have this complex LOVE & Hate relationship with it. MONEY. As many of us—passionate entrepreneurs started out our business with zeal, with dreams to build a business we love to not only fulfill our personal dreams, but we also envision that by doing so, in the process, we can help others, too. And not many of us are in love with excel sheets and numbers. However, we all know without proper money management for our business, we just have a very expensive hubby. That’s why I was so thrilled to be able to interview our guest today, not only he is a financial expert, but also as a Christian brother, his biblical perspective is very empowering for us as Christian Entrepreneurs. In this episode, we will chat about some key points such as: The #1 financial mistake of business owner and how easily you can fix it to avoid a world of pain. Specific key financial elements to consider BEFORE you start a business / side hustle Why the core of SELFLESS MOTIVE is the key to succeed in business in today’s DNA age, for both of you as business owner and the culture of your company. How & When to fix your current finance hiccups from the past mistakes in a non-judgmental way. Here is his Bio: Pete Matthew is a Chartered Financial Planner and Managing Director of Jacksons Wealth Management in Pen’zance, UK. He is also the creator of MeaningfulMoney, an award-winning website and podcast dedicated to educating ordinary people about how money works. He is married to Joanne, and they have two teenage daughters, so he spends most of his spare time acting as a taxi service. Key Lessons: The #1 financial mistake of business owner and how easily you can fix it to avoid a world of pain. Specific key financial elements to consider BEFORE you start a business / side hustle Why the core of SELFLESS MOTIVE is the key to succeed in business in today’s DNA age, for both of you as business owner and the culture of your company. How & When to fix your current finance hiccups from the past mistakes in a non-judgmental way   Links: http://meaningfulmoney.tv (http://meaningfulmoney.tv/) Show Page:  http://kellybaader.com/015 (http://kellybaader.com/015)

Pete Matthew is a Chartered Financial Planner, Certified Financial Planner, and Managing Director of Jacksons Wealth Management. He also runs his own business for MeaningfulMoney.tv, a website that conveys Pete's belief that financial planning is really simple and for a lot of people.

Pete Matthew is a Chartered Financial Planner, Certified Financial Planner, and Managing Director of Jacksons Wealth Management. He also runs his own business for MeaningfulMoney.tv, a website that conveys Pete's belief that financial planning is really simple and for a lot of people.

Financial Planning with Pete Matthew Pete Matthew is a Chartered Financial Planner, Certified Financial Planner, and Managing Director of Jacksons Wealth Management. He also runs his own business for MeaningfulMoney.tv, a website that conveys Pete's belief that financial planning is really simple and for a lot of people. You may reach out to Pete through his website MeaningfulMoney.tv or you may also connect with him on Snapchat and Twitter – @petematthew. Helping people with their finances Pete, together with his company Jacksons Wealth Management, help their clients organise their finances to achieve their goals. Back in 2009, Pete felt that he wanted to help more people – more than the 1-to-1 financial planning help he's providing through the company. This […] The post Financial Planning with Pete Matthew appeared first on New Media Europe.

MPAF63 – Martin Bamford and Pete Matthew: Should You Launch Your Own Financial Services Podcast? In this episode I chat to two of the UK Financial Services Industry’s most successful podcasters. Martin Bamford of the Informed Choice Podcast and Pete Matthew of meaningful Money join me to talk about our experiences using this awesome broadcast medium. We share our experiences on putting a podcast together, how much business we’ve generated as a result, and give out some tips on how you could launch your own Podcast really easily and quickly. That's all right here in Episode 63 of the Marketing Protection and Finance Podcast. Who are Martin and Pete? Martin Bamford is a Chartered Financial Planner and Managing Director of Informed Choice based in Cranleigh, the biggest village in England. Pete Matthew is a Chartered Financial Planner and Managing Director of Jacksons Wealth Management in Cornwall. Pete's Meaningful Money Podcast was voted Best UK Podcast at the UK Podcast Awards in September 2015. Links and Show Notes. For links to the books and apps mentioned, please visit http://rogeredwards.co.uk/MPAF (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 (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 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 now in business to help you with your business strategy, marketing and social media. I’m the ex-MD of Bright Grey and Scottish Provident and before that held many executive marketing roles. Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes (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 (http://rogeredwards.co.uk)

It's session 100 – woohoo! This week I have something a little bit different for you. It's just a bit of fun, so if you came to this session for serious financial information, then I'm really sorry, you'll have to wait till next week!   The bulk of this episode is a daft interview, of me, by my two daughters, Ellie & Kate, aged 15 and 11. I'll spare you the details of that, but let's get on to the important bit: Thanks for the last one hundred sessionsSo, after 100 sessions of this podcast, I think it is worth marking the occasion with some thank-yous for those who have helped me get this far. 100 sessions is a heck of an achievement, though I say it myself – many podcasts don't make it past episode 10! So thank you too: My ever-patient wife, Joanne, plus the two mingbag girls you heard earlier! My colleagues at Jacksons Wealth Management, Roger, Chas and all the staff. My sponsors, Seven Investment Management who have supported me for over three years and without whom this whole thing would not be possible. Rob Bence and Rob Dix from The Property Podcast for giving me an early shout-out on their phenomenally popular show. They are going great guns and they deserve all the success which is coming their way Some super-fans who are quick to comment on Twitter and iTunes: Andy N and Sarah B, Miss Moneypocket All the many people who have left ratings and reviews on iTunes – please continue to do so! Everyone who has listened to the show and sent emails, left comments and the few of you who have sent voicemail questions (please more people do this!) – This show would be nothing without the listeners – it would just be me talking to myself! I have now busted through 250,000 downloads, which is another cracking milestone. That's taken just under two years since I began a weekly show in May 2013. If the current trajectory continues, then I could break half a million downloads possibly by the end of the year. I am now getting 5,500 every week. Please tell everyone you know!

Normal 0 false false false EN-GB X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin-top:0cm; mso-para-margin-right:0cm; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0cm; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-fareast-language:EN-US;} MPAF14 – Pete Matthew on using Audio and Video to Drive Adviser Leads This is the Podcast for providers and advisers looking to share business ideas and inspiration in the world of protection and finance. Traditional marketing communications is all about promotion. Promoting a product, service or person. In the digital space however, individuals and companies now see marketing as education and themselves as teachers. And they produce content that educates their customers rather than simply sells a proposition. One well-known UK financial adviser demonstrates the power of this approach. His website, Meaningfulmoney.tv showcases nearly 300 videos and a weekly audio podcast that’s just hit episode 75. This audio and video content creates quality leads for is adviser firm. My guest on Episode 14 is Pete Matthew. Hear how he began thinking of himself as a teacher as well as an adviser. Hear how he developed MeaningfulMoney.tv and created his audio and video content. Listen to his tips on how to create high quality content on a modest budget, and how this can drive more leads to your business. Who is Pete Matthew? Pete describes himself as a very content husband and father of two wonderful children. He’s also a Chartered Financial Planner, a Certified Financial Planner (CFP) and Managing Director of Jacksons Wealth Management in Penzance, UK. You can tell that Pete just adores the internet and everything about it.  He’s an Apple addict and gets so excited about the possibilities of Social Media and how it can change the world. Pete has also set up a website called Meaningful Money. Here you can find many self-produced videos about all aspects of financial services and 75 episodes of The Meaningful Money Podcast. I would describe Pete as one of the most prolific content creators in the UK financial services industry and I am really looking forward to chatting about all the great content came about. For links to the books and apps mentioned by Pete please visit  http://rogeredwards.co.uk/mpaf (http://rogeredwards.co.uk/mpaf) for the show notes. What is the Marketing Finance and Protection (MPAF) Podcast? The MPAF Podcast is a 30 minute audio show you download from http://rogeredwards.co.uk/mpaf (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 you 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...