Mar 06 2019 24 mins
Andre Costa on Advicefront and getting started with new clients - MAF202
In this episode, I talk to Andre Costa of Advicefront.
It's all about advisers getting started with new clients in an engaging way that lets them focus on building long term relationships.
We chat about where the idea came from and how Andre and the team developed and launched the service.
Welcome to episode 202 of the Marketing and Finance Podcast.
We chat about:
- What Advicefront is
- How Advicefront helps advisers connect with their clients
- Where the idea for the tool came from
- Company marketing tactics
- The biggest challenge Advicefront has faced
- Their business successes to date
Who is Andre Costa?
Andre studied architecture before changing to software development, applying what he’d learned about design.
He is the CTO of Advicefront, a front-end tool for financial advisers to onboard their clients and learn more about them. It links into other apps and tools, like Voyant, to create financial planning solutions for customers.
Andre says it combines everything he loves – design, technology and finance – in one.
Links and Show Notes.
For links to the books and apps mentioned, please visit http://rogeredwards.co.uk/MAF for the show notes.
What is the Marketing and Finance (MAF) Podcast?
The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance.
I’m Roger Edwards, a marketing guy and keynote speaker from Edinburgh. Talk to me if you want to cut the BS and complexity from your marketing strategy.
The MAF Podcast is a 30-minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Spotify.
Each week you'll hear interviews with business experts, marketers, entrepreneurs and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!
We talk about:
- How you can grow your business using content marketing and social media
- How you can keep your Marketing strategy and communications simple
- Topics, issues, products and business models from the world of finance
You’ll take away one or two big ideas that you can apply to your business. So, you can keep marketing your business to keep growing your business.
Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes
Fancy Appearing on the Show?
Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk