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If it affects your business or your digital life, it's fair game on this show. Voice Marketing with Emily Binder is an award winning mini podcast about marketing and innovation. Three minutes, twice a week. Topics range from advertising to Alexa, fintech, branding, ecommerce, copywriting, product design, technology, customer experience, startups, and investing. About your host: Emily Binder is an entrepreneur, speaker, and strategist. She is the Founder of WealthVoice and Beetle Moment Marke ...
Insightful conversations with experts about marketing, voice technology, and business. Hosted by Emily Binder. Under 30 minutes. Hosted on Acast. See acast.com/privacy for more information.
Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
In this episode, Dan chatted with Emily Binder, who is a voice marketing specialist at Beetle Moment Marketing. Here, they discussed the future of voice marketing, how financial planners can use this tool to their advantage, and also how financial planners can use podcasts as part of their marketing arsenal. Join our community: www.nextgenplanners.…
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Voice Marketing with Emily Binder
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What's Wrong with the Term "Female Founder"?
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Someday soon we'll look back on the term "female founder" and group it with "secretary" or "stewardess", terms we deem derogatory or outdated and only your grandpa still says (which is cute when he does). First, let's talk about anatomy. When we use the term "female," we're referring to a person's biological sex, which is determined by their reprod…
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NextGen Planners
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The Future of Advice Tech with Ruth Handcock
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In this episode, Dan chats with Ruth Handcock from Octopus Group. Here, they chat about the future of technology in financial planning, the future of sustainable investing, how we can make a dent in the advice gap and much more! Join our community: www.nextgenplanners.co.uk.
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Voice Marketing with Emily Binder
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Charm Pricing: Why Over 60% of Prices End in the Number 9
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The alluring thing about 99-cent pricing (known as charm pricing) is that it feels like a sale price. It's a game stores have played with us for decades. Learn about charm pricing, the anchor effect of a price ending in 9 or 99, and whether it's right for your product or service. Topics: Charm pricing: higher prices ending in a "9" will actually ou…
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NextGen Planners
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Understanding Crypto with Gavin Brown & Matthew Buck
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In this episode, Dan chats with Gavin Brown from The University of Liverpool and Matthew Buck from Winterbar Associates. Here, they have a balanced discussion on the future of Cryptocurrency in the Financial Planning Profession, the future of blockchain, a teaser about a new Cryptocurrency fund, and much more! Join our community: www.nextgenplanner…
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Voice Marketing with Emily Binder
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You Get 150 Best Friends - Limits to Your Network (Dunbar's Number)
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When "opportunist" isn't a dirty word.... Dunbar's Number is concept that could change the way you think about your relationships. Anthropologist Robin Dunbar's theory suggests that humans can only maintain stable relationships with a limited number of people, typically around 150. This number is based on the size of the neocortex in our brains, wh…
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NextGen Planners
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Powerful Discovery Meetings with Lauren Stansell
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In this episode, Dan chats with Lauren Stansell, who is a CFP® at Yeske Buie in the US. Here, they discuss Lauren's work with helping people live their BIG lives, the power of discovery meetings, her work at FPA NexGen in the USA and much more! Join our community: www.nextgenplanners.co.uk/community.…
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Voice Marketing with Emily Binder
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Subscriptions for Success: Lessons from Uber One and Amazon Prime
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Apply the principles of Amazon Prime and Uber One to your business. Give up the immediate gratification of MRR and play the ARR long game. Let's talk about membership. Stickiness. Brand loyalty. There is one aspect I want you to focus on: Sell access (to you). Related episodes (mini-pods): Four Types of Leverage in Your Business (play on Spotify) M…
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NextGen Planners
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Building Super Culture with Dominika Sieradzka-MacCuirc
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In this episode, Dan chats with Dominika Sieradzka-MacCuirc from RIE Solutions. Here, they discuss the power of culture in a financial planning business, how to create one, and the rise of practice managers in our profession. Join our community: www.nextgenplanners.co.uk.
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NextGen Planners
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Inside the Mind of Younger Clients with Yesenia Realejo
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In this episode, Dan chats with Yesenia Realejo from Tobias Financial Advisors in Plantation, Florida. Here, we hear about the type of clients that Yesenia works with and what challenges they face every day, the rise of 'Flexible' Financial Planning, and Yesenia's work with the next generation. Join our community: https://bit.ly/3ZWtVMV…
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Voice Marketing with Emily Binder
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Unlocking Success: The Power of Purpose in Your Business
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Research shows that companies with a clear sense of purpose outperform their competitors. A study by Harvard Business Review found that companies with a strong sense of purpose had a 5x higher return on assets compared to companies without purpose. Another study by Accenture found that 66% of consumers are more likely to purchase products from comp…
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NextGen Planners
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Advice Stack Sessions: The Leap of Faith with Laura Pearson
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In the fourth episode of our Advice Stack Sessions, Adam Carolan chats with Laura Pearson from Storeton Rose. Here, they discuss Laura's first year of growing a business, what she's enjoyed and the challenges she's faced, and much more! Find out more about Advice Stack: https://bit.ly/3WQ5oaf
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NextGen Planners
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Advice Stack Sessions: Lessons from a Business Owner with Hiren Panchal
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In the third of our Advice Stack Sessions, Adam Carolan chats with Hiren Panchal from Wensons. Here, they discuss Hiren's journey towards being a business owner, the lessons he learned whilst launching his financial planning business and how people have helped him on the way. Find out more about Advice Stack: https://bit.ly/3WQ5oaf…
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Your Business Should Be a Black Box (99% True)
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Things will go wrong in your business but how you recover is everything. The biggest mistake is making excuses or blaming external factors (most of the time). I explain why and how to handle inevitable disruptions in your product or service. 68% of consumers say they are willing to pay more for products and services from a brand known to offer good…
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NextGen Planners
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Advice Stack Sessions: Launching a Financial Planning Business with Dale & John
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In the second of our Advice Stack Sessions, Adam Carolan chats with Dale Kirkpatrick and John Sloan from Modulus Financial Planning. Here, they discuss how they have started a financial planning business from scratch, the lessons they've learned and why they decided to go with a network, rather than going directly authorised. Find out more about Ad…
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Advice Stack Sessions: How to Fail Well with Jon Doyle
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In the first of our Advice Stack Sessions, Adam Carolan chats with Jon Doyle from Juniper Wealth. Here, they discuss how Jon has built a great financial planning business at Juniper Wealth, the lessons he's learned and how he's come to accept that everyone makes mistakes. Find out more about Advice Stack: https://bit.ly/3WQ5oaf…
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Voice Marketing with Emily Binder
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How to Find Your Ideal Audience and Align Your Business with Your Gifts
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Topics in this episode, a year-end reflection on marketing, content, business, gifts, audience, purpose, alignment: Find your audience - the key to successful content marketing - and how I've been unfocused but see more clearly now Human Design (energy systems vary between: Generator, Projector, Manifestor, Reflector) - what it means for your busin…
The most wasteful thing you can do in marketing is to try to change a mind. Instead, set yourself up as first in a category. It's a much easier hill to climb. Marketing is about perception, not product. This is a key concept in the book "The 22 Immutable Laws of Marketing: Violate Them at Your Own Risk " by Al Ries and Jack Trout. Ries and Trout wr…
In this episode, Dan G chats with Dan Haylett from TFP Financial Planning. Here, they discuss the power of human-focused financial planning and what proper financial planning is, how to use anti-goals with clients, behavioural finance and much more! Join our community: www.nextgenplanners.co.uk
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Voice Marketing with Emily Binder
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A Framework for Negotiation: I FORESAW IT (Seth Freeman)
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Running you through a handy framework for any negotiation, the I FORESAW IT framework from Professor Seth Freeman (or see the graphic in this tweet). You'll hear some win-win-or-no-deal and BATNA in here, of course. There are really no new ideas... :) I'd rank rapport higher than Freeman does. On that note: check out "Way of the Wolf", an excellent…
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Financial Planning During Tough Times with Charlie Parker
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In this episode, Dan chats with Charlie Parker from Albemarle Street Partners. Here, they discuss the journey of financial planning as a profession, financial planning during tough times, the future of the profession and much more! Join us: https://bit.ly/3VOjCHR
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Voice Marketing with Emily Binder
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Four Types of Leverage in Your Business (Low-High)
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A simple definition of leverage: To use something that you already have in order to achieve something new or better. Digital businesses are unlimited (code, software, scale). But media has even greater leverage (look at influencers who've launched beauty brands, liquor brands, or monetized podcasts/YouTube/TikTok). Hear the story of my "side hustle…
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NextGen Planners
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FinTok: How Financial Planners can use TikTok with Alex Stedman
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In this episode, Dan chats with Alex Stedman who is a FinTok Influencer on TikTok at @alexexplainsmoney. Here, they discuss the new world of financial education and how financial planners can harness the power of TikTok to educate the general public and grow an audience. Join our community: www.nextgenplanners.co.uk…
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Voice Marketing with Emily Binder
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An Approach Most Marketers Wouldn't Recommend (But I Do)
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Many marketers will tell you that consistency in content creation is key. "Publish every Tuesday to establish trust by fulfilling expectation. Commit to creating content on a schedule so it drives traffic and brand equity over time." At first, yes. When you start from zero you need to give about 6 times for every 1 ask. Once you're established and …
In this episode, Dan chats with Paul Taylor, a financial planner from True Potential. Here, they discuss the importance of communication skills and negotiation skills, the growth of our profession and where to go to get good advice. Join our community: https://bit.ly/3gSjRlH
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Voice Marketing with Emily Binder
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How to Become an Amazon Associate (Get Paid When You Share Products)
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Want to earn commissions on products you're already recommending to people? If you ever share Amazon product links to friends (think iMessage), your social media audience, your email list, or your blog readers, then become an Amazon Associate so you can earn commissions. It's a free program. If you're advertising or recommending products, you might…
Only 7% of all communication is done through verbal communication, the words we speak. Tone of voice plays a much greater role. Hear four tips to use vocalics to make your voice more visceral, effective, and to command attention. Learn when to use volume on focus words, when to pause and how to use melody to convey grammatical meaning. About melody…
In Netflix's new #1 show "The Watcher", Nora didn’t check the fine print and trusted her husband Dean as she signed away their entire retirement to buy a giant house in the suburbs that they could not afford. There are two key personal finance lessons in "The Watcher". Did you pick up on them? Women now control about $10 trillion in U.S. financial …
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The Core of a Great Business with Kye Harris
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In this episode, Dan chats with Kye Harris from Perron Financial Group in Australia. They discuss the blueprints of a great financial planning business, the benefits of working with a partner, the emotional side of money and much more! Join our community: https://bit.ly/3TWiAIz
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The Emotions of Financial Planning with Dennis Harhalakis
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In this episode, Dan chats with Dennis Harhalakis from Cambridge Money Coaching. Here, they discuss the emotions of financial planning, how to make clients feel safe, what clients are feeling when they meet a financial planner and much more around financial planning and the brain. Join our community: https://www.nextgenplanners.co.uk/join-our-commu…
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Voice Marketing with Emily Binder
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News: Merchants Can Pass Credit Card Fees to Customers (Canada)
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The first credit card is generally considered to be the Diners Club Card, which started in 1950 in New York City. The card (it was just cardboard then) caught on and grew to 10,000 members in the first year, with 28 restaurants and two hotels participating. News (October 2022): In Canada, retailers and other businesses will be allowed to pass on fe…
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NextGen Planners
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The Future Of Paraplanning with Danielle Pearce
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In this episode, Dan chats with Danielle Pearce from Bespoke Wealth. They chat about paraplanning as a career and how we can deal with the supply shortage, the future of paraplanning and also the rise in green investing. Join our community: https://www.nextgenplanners.co.uk/join-our-community
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Voice Marketing with Emily Binder
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Tone of Voice Predicted Medical Malpractice Lawsuits
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Tone of voice predicted medical malpractice lawsuits. See study here. Plus: Three tips to warm up your vocal instrument before a call or speech. Mehrabian formulated the 7-38-55 rule with the formula: total liking = 7% verbal liking + 38% vocal liking + 55% facial liking (see tweet). Listen to the 7-38-55 rule mini-pod: 4-minutes: The 7-38-55 Rule …
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NextGen Planners
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How to Have Better Client Meetings with Becca Timmins
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In this episode, Dan chats with Becca Timmins from When We Think. Here, they discuss The Thinking Environment, how to improve meetings with your team and with clients, and also ways for financial planning businesses to improve their culture. Join our community: https://www.nextgenplanners.co.uk/join-our-community…
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Positioning Your Product or Service Unlike Dating Profiles
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You need powerful product positioning before you do anything else in your business. Read about the three key tenets that your product or service must have from our friends at Nine Labs: Product Positioning Strategy. Plus a personal story about online dating in 1985: VHS video dating, how my parents met and why they positioned themselves correctly. …
In this episode, Dan chats with Dr Emma Black from Cascade Live Cash Management. Here, we chat about cash management and what it is, the cost of living crisis, cash as an asset class and much more! Join our community: https://bit.ly/3TzTjF2
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Voice Marketing with Emily Binder
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Quick and Dirty Audiogram Hack (iPhone + Spotify Tip)
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How to create a free audiogram in two minutes with iPhone and Spotify. You can share it to Instagram and add captions. Steps: On iPhone, start a screen recording with sound on. Start a screen recording while your podcast is playing on Spotify. That screen recording will be in your camera roll. Choose it and share it to Instagram as a story. In IG, …
In this episode, Dan chats with Ryan May from Sound Financial Management in Plymouth. Here, they chat about Ryan's journey from Law into Financial Planning, how he is an 'Intrapreneur' and what this means, and much more! Join our community: https://bit.ly/3AngWIa
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Making Money Positive with Jacqueline Schadeck
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In this episode, Dan chats with Jacqueline Schadeck (@JacquelinePlans) from Atlanta in the United States! Here, they chat about social media for financial planners, why she decided to write a book, tips for passing the CFP® and much more! Join our community: https://bit.ly/3QozvlO
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Sell the Problem You Solve, Not the Product You Have
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"Sell the problem you solve, not the product you have." See tweet from J Cornelius at Nine Labs (great UX design firm in Atlanta). Your challenge this week is to stop yourself every time you begin an email, social post, sales pitch, or conversation with the words "I" or "we". In describing your work, force yourself to make the word "you" the subjec…
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NextGen Planners
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Using Social Media to Get Clients with Thomas Kopelman
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In this episode, Dan chats with Thomas Kopelman, a financial planner and co-founder of All Street Wealth in Indiana. We hear Thomas's extraordinary story about how he gets 90% of his clients as a financial planner through social media! Plus, great tips on content creation, marketing and growing your business. Join our community: https://bit.ly/3pcv…
In this episode, Dan chats with Brian Byrnes who is Head of Personal Finance at Moneybox. We chat about the cost of living crisis at the moment, how to make financial planning more accessible, and how Moneybox are introducing new ways to get people to think about their financial future. Join our community: https://bit.ly/3zwDVQA…
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The Fat Mirror at The Big Easy + Future Proof Festival
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If women feel bad about themselves because you put a cheap mirror in your restaurant's bathroom, your business will make less money. How people feel is everything when it comes to buying or deciding. Your challenge: identify the skinny mirror for YOUR business. Join me at Future Proof Festival, the SXSW of Wealth September 11-14, 2022 in Huntington…
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NextGen Planners
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Inclusive Finance with Charlotte Phillips-Lynn
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In this episode, we chat with Charlotte Phillips-Lynn from Seccl. Here, Dan chats with Charlotte about how we can make financial services more inclusive and their tips for financial planners on building inclusive businesses. Check out LGBT Great 👉 https://www.lgbtgreat.com/
Expand your definition of a podcast! Length can vary widely. This episode is about how long your podcast should be. One size does not fit all. Mini-podcasts should be about 3-5 minutes for a solo speaker (like this show). For most interview podcasts, the sweet spot for episode length is 20-40 minutes. Survey stats: In a recent podcast discoverabili…
In this episode, Dan chats with Bob Veres from the United States, a financial planning commentator and author who has decades of experience in financial planning. Here, they discuss the current state of financial planning, where we have been, where we're going, and what a modern financial planning business should look like. Plus, great tips on writ…
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Voice Marketing with Emily Binder
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How to Turn Your Blog Post into a Mini-Podcast
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Your blog posts are perfect inspiration and content for mini-podcasts, voice briefings, or audiograms (voice content under five minutes long). Here's how I turned our latest blog post into a WealthVoice (a mini-podcast shared on Alexa). The blog post: 3 Charts: 2022 Stats on Voice Assistant Use, Smart Speakers, and Podcast Listening Devices Try it …
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NextGen Planners
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The Mindset of High-Net-Worth Clients with Nancy Reid
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In this fascinating episode, Dan chats with Nancy Reid from Tyche Consulting Services in the US. We chat about the mindset of ultra high-net-worth clients, how they find their purpose and vision when they become wealthy and how impact investing helps them to do good and feel good. Join our community: https://bit.ly/3yK1R2r…
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Voice Marketing with Emily Binder
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Radio Shack Ad from 1991 - Why It's Optimistic for Inflation
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Here's a reason you should feel optimistic in regards to inflation over the long term: Inflation was at 8.58% in May 2022 (via YCharts inflation data). This Radio Shack ad from 1991 has 15 electronic devices, 13 of which you essentially have today in a single device in your pocket (your smartphone). A new iPhone today costs about $1000. The Echo Sh…
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NextGen Planners
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Hybrid Financial Advice with Rob & Caroline from Ammonite
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In this episode, Dan chats with Rob Harradine and Caroline Duff from Ammonite. We discuss how hybrid financial advice is helping to close the advice gap, the role of technology in the future of financial planning and more! Join our community: https://bit.ly/3yhvhFW
