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Better financial services communication, with Joe Craig

Better financial services communication, with Joe Craig

12/08/2019 Posted by Martin Bamford Interview, Podcast

Better financial services communication, with Joe CraigThe world of retail financial services is notorious for its poor communication, especially in written form.

Communicating complex topics, such as pensions, can be challenging. When wrapped up with regulatory requirements, that communication can be confusing and lead to poor outcomes for consumers.

My guest in this episode is Joe Craig, Development Lead at Quietroom.

Quietroom works with its clients to be clear, vivid and real – so their story makes sense, so their ideas come to life, so their message sticks. They do it in three ways: thinking, writing and training.

Joe loves exploring the world through the eyes of smart people doing interesting, challenging work.

In this conversation, we talk about why verbal communication in financial services often beats the written form, the power of storytelling to get people excited about saving for the future, why effective communication is so important for building trust in financial services, and much more.

Here’s my conversation with Joe Craig from Quietroom, in episode 445 of Informed Choice Radio.

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About Martin Bamford

Your host for Informed Choice Radio is Martin Bamford, an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society. Martin is Director of Client Education at Informed Choice and the author of several personal finance books including The Money Tree, Brilliant Investing and How to Retire 10 Years Early.

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