Jul 07 2014 30 mins 1
This is the Podcast for providers and advisers looking to share business ideas and inspiration in the world of protection and finance.
In Episode 3 my guest is Alan Lakey.
Alan is a well-known UK independent financial adviser thanks to his frequent appearances in trade media publications and clear views on critical illness cover and regulation. He runs a firm called Highclere Financial Services. He’s had considerable success with a comparison engine called CIExpert.
Listen as Alan describes his business model and how CIExpert came about. Hear Alan’s views on the UK critical illness cover market. Whilst its complexity has boosted the success of Alan’s business, he believes the product is too complex and suggests alternative approaches.
Alan’s story is a fascinating example of third parties are often having to create their own solutions the industry’s complexities.
For links to the books and apps mentioned by Alan please visit 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, 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...
