About
My 'why' - To keep moving, creating, and improving—so I can make the most of life and…
Articles by Dan
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Can marketers afford NOT to audit their content?
Can marketers afford NOT to audit their content?
I started to write this article after embarking on a second content audit (the first one I did was for a previous…
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Tuck into Tuckman (team formation and performance)
Tuck into Tuckman (team formation and performance)
A bit of a change of tact for this article as I’ve moved away from the more familiar territory of marketing, but still…
5 Comments -
A podcast that kick-started financial advice
A podcast that kick-started financial advice
I was invited to take part in a podcast (‘Sweet FAs’ on That Mint Podcast for those interested in a more entertaining…
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Video marketing – What’s not to like?
Video marketing – What’s not to like?
I watched a short video this week on the subject of financial education and one of the opening comments was around how…
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LinkedIn and other video marketing - a fad or powerful medium?
LinkedIn and other video marketing - a fad or powerful medium?
Hands up who’s seen an influx of video ‘marketing’ on LinkedIn? Hands up who’s seen a video, then thought ‘why on earth…
6 Comments -
GDP-Ahhhhh or GDP-Aaarrrrggghhhhh
GDP-Ahhhhh or GDP-Aaarrrrggghhhhh
I know, I couldn’t help myself, excuse the pun…. Well, what hasn’t been said about GDPR? There’s so much technical…
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OK Computer
OK Computer
This year marks the 20th anniversary of Radiohead’s widely lauded album, OK Computer. In the eyes of many the album was…
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How social is the UK financial services industry?
How social is the UK financial services industry?
As someone who has worked in the UK financial services industry for some time, I’ve often wondered how social media is…
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Financial services and the digital revolution
Financial services and the digital revolution
The digital revolution is a term that has been banded around for some time but really this began in the late 1950's…
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Acquiring an advisory business – getting it right
Acquiring an advisory business – getting it right
With up to 70% of all acquisitions failing to deliver lasting and long-term financial benefits to the acquiring firm…
Activity
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Great to catch up with so many at the Schroders UK Platform Awards last night (and these two obviously - Tessa Lee & Simran Sangha)! Congrats to the…
Great to catch up with so many at the Schroders UK Platform Awards last night (and these two obviously - Tessa Lee & Simran Sangha)! Congrats to the…
Liked by Dan Moody
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For investment platforms that need to supply financial data to multiple endpoints, FINIO is the data hub that provides efficient delivery of clean &…
For investment platforms that need to supply financial data to multiple endpoints, FINIO is the data hub that provides efficient delivery of clean &…
Liked by Dan Moody
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Finally settled back in Austria! Took my office outdoors today so I’m not stuck inside on such a glorious day (and so I can squeeze in a couple of…
Finally settled back in Austria! Took my office outdoors today so I’m not stuck inside on such a glorious day (and so I can squeeze in a couple of…
Liked by Dan Moody
Experience
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Education
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The Institute of Direct Marketing
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Activities and Societies: B2B Diploma and Digital Diploma
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Licenses & Certifications
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IDM Professional Diploma in Digital Marketing
The Institute of Direct and Digital Marketing (IDM)
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CF1 - UK financial services, regulation and ethics 2010
The Chartered Insurance Institute
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CF3 - Financial protection
The Chartered Insurance Institute
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CF4 - Retirement planning
The Chartered Insurance Institute
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The IDM Diploma in B2B Marketing
The Institute of Direct and Digital Marketing (IDM)
Courses
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Digital Project Management
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HTML & CSS
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Management Training
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Social Media Strategy
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Honors & Awards
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Above and Beyond
Jo Gilbey
This is an individual recognition programme from Intelliflo Ltd.
The scheme is about recognising those contributions that drive them forward, by clearly demonstrating certain behaviours that have been identified by the Directors as key to their continued success.
It is about saying ‘Thank You’ for making a difference. Through this scheme employees can recognise anyone who goes above and beyond their everyday scope of responsibilities in a way that supports any of the following…This is an individual recognition programme from Intelliflo Ltd.
The scheme is about recognising those contributions that drive them forward, by clearly demonstrating certain behaviours that have been identified by the Directors as key to their continued success.
It is about saying ‘Thank You’ for making a difference. Through this scheme employees can recognise anyone who goes above and beyond their everyday scope of responsibilities in a way that supports any of the following categories:
Customer Delight
Innovation
Cost savings/Revenue Generation
Learning
Giving up personal time to help the business deliver
Organizations
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Sprint Enterprise Technology
Marketing Manager
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Centrepoint
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- PresentI've taken part in the Centrepoint Sleep Out event last year and this year I'll be cycling at the Prudential Ride 100 event, raising funds for them.
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Join now to viewMore activity by Dan
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How do you act when an employee or client decides to leave your business? We've been going for five years or so now and, fortunately, we've not had…
How do you act when an employee or client decides to leave your business? We've been going for five years or so now and, fortunately, we've not had…
Liked by Dan Moody
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🌟 Team Member Spotlight: Charly Morris 🌟 With over 7 years of experience in Financial Services and more than 6 years in management, Charly is…
🌟 Team Member Spotlight: Charly Morris 🌟 With over 7 years of experience in Financial Services and more than 6 years in management, Charly is…
Liked by Dan Moody
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The all-new S6 series has landed at our warehouse. Fully inspected, quality-approved, and ready to make their way to riders very soon. We can’t…
The all-new S6 series has landed at our warehouse. Fully inspected, quality-approved, and ready to make their way to riders very soon. We can’t…
Liked by Dan Moody
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Have you heard of LLM seeding? Sounds like something you’d sprinkle on sourdough, right? It’s actually the next big shift in how your business…
Have you heard of LLM seeding? Sounds like something you’d sprinkle on sourdough, right? It’s actually the next big shift in how your business…
Liked by Dan Moody
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𝗟𝗮𝘀𝘁 𝘄𝗲𝗲𝗸: Lifting trophies🏆 (oh hey, Money Marketing Best Support Service Provider of the Year!) 𝗧𝗵𝗶𝘀 𝘄𝗲𝗲𝗸: Lifting barbells🏋️…
𝗟𝗮𝘀𝘁 𝘄𝗲𝗲𝗸: Lifting trophies🏆 (oh hey, Money Marketing Best Support Service Provider of the Year!) 𝗧𝗵𝗶𝘀 𝘄𝗲𝗲𝗸: Lifting barbells🏋️…
Liked by Dan Moody
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We’re delighted to share that NextWealth has been shortlisted for Best Business Marketing and Promotion Service to Advisers by the FT Adviser. 🎉 A…
We’re delighted to share that NextWealth has been shortlisted for Best Business Marketing and Promotion Service to Advisers by the FT Adviser. 🎉 A…
Liked by Dan Moody
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Another wonderful summer party with the 7DOTS team. 🎉 It’s always so good to connect and chat with each other outside of the usual day-to-day. 😊
Another wonderful summer party with the 7DOTS team. 🎉 It’s always so good to connect and chat with each other outside of the usual day-to-day. 😊
Liked by Dan Moody
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