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PODCAST

The Money Marketing Podcast

Get the latest news, views, and expert analysis as the Money Marketing team speaks to leading guests about the industry’s hot topics.

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All Episodes

29:40

In Conversation With… David Kaye, CEO of Puma Capital...

The Money Marketing Podcast ·

2023/10/16

Join host Kimberley Dondo and guest David Kaye, CEO of Puma Capital Group, for a dynamic discussion on private asset investment. They cover David's journey from barrister to CEO, Puma's impact on the investment landscape, Mansion House reforms, diversity in venture capital, and more. Tune in now:

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10:18

The politics of pushing yourself forward

The Money Marketing Podcast ·

2023/10/13

In her compelling Weekend Essay, Amanda Newman Smith delves into the universal struggle of self-promotion. Smith encourages us to step into the limelight, emphasising that promoting our own worth is an act of empowerment, not arrogance.Listen now:

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40:47

In Conversation With… Ken Maxwell, Director at John...

The Money Marketing Podcast ·

2023/10/11

Join Kimberley Dondo and Ken Maxwell, Director at John Lamb Hill Oldridge, as they tackle wealth protection for HNW and UHNW individuals. Discover strategies for safeguarding assets, minimizing liability, and ensuring smooth succession planning. Get expert insights on staying ahead in the evolving financial landscape.

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27:57

In Conversation With… Charles Jillings, CEO at Utilico

The Money Marketing Podcast ·

2023/10/04

Tune in to "In Conversation With..." hosted by Kimberley Dondo, featuring Charles Jillings, CEO at Utilico. They discuss emerging markets, investment strategies, and more. Charles provides an overview of Utilico Emerging Markets' investment philosophy, focusing on essential services and unique market positions. Learn how they identify undervalued companies with sustainable cash flows.

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48:47

Podcast: Month in Review – September 2023

The Money Marketing Podcast ·

2023/10/03

The Money Marketing editorial team's latest podcast recaps all the major stories they covered in September, offering insightful analysis on topics like market trends and regulation. Listen now:

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05:27

The capitalism bubble: will it last?

The Money Marketing Podcast ·

2023/09/29

Join Kim Dondo as she questions the sustainability of capitalism in a changing world. Explore its successes and flaws, recent challenges, and the call for a more equitable future. Can capitalism evolve, or is a bursting bubble on the horizon?

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41:52

In Conversation With… Lee Coates, Director, ESG Accord

The Money Marketing Podcast ·

2023/09/27

Host Lois Vallely speaks again to ESG Accord director Lee Coates. They discuss what the Financial Conduct Authority’s Financial Lives Survey says about ESG and responsible investing – and how advisers can use this information to embed sustainability into their advice process. Coates also talks about the importance of enabling clients to make an informed choice – one of the key elements of the Consumer Duty.

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06:08

Why we cannot afford to lose cash

The Money Marketing Podcast ·

2023/09/22

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34:53

In Conversation With… Sarah Lyons, Parmenion and...

The Money Marketing Podcast ·

2023/09/20

For this episode, host Lois Vallely talks to Sarah Lyons from Parmenion and Hayley Rabbets from The Verve Foundation about how advice firms, and the wider financial services space, are dealing with the advent of the Consumer Duty. They discuss the advice gap, and how the industry can support new entrants into financial services and improve diversity across financial advice and fund management.

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08:06

Goodbye Money Marketing

The Money Marketing Podcast ·

2023/09/15

Join Michael Klimes in a reflective journey through his writing career, where he delves into the challenges of starting, social media's impact, and a trade journalist's unique experiences. From the British Steel Pension Scheme scandal to the world of Sipp providers, Klimes shares insights and growth. Listen as he bids farewell to his current role and embarks on a new adventure. Listen Now:

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40:12

In Conversation With… Dr. Louis Williams, Dynamic...

The Money Marketing Podcast ·

2023/09/13

Join host Kim Dondo in a conversation with Dr. Louis Williams, Head of Behavioural Insights and Psychology at Dynamic Planner. Explore the powerful role of behavioural psychology in finance, tackle common biases, and discover practical strategies for better client outcomes. Dive into the underrated aspects, ethical considerations, and adapting to cultural nuances. Tune in now:

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05:19

The frequency illusion of financial advisers

The Money Marketing Podcast ·

2023/09/08

In this weekend's essay, Darius McQuaid explores the 'Baader-Meinhof phenomenon,' where awareness amplifies our perception. Learn how a chance encounter in 1994 gave it its name and follow Darius's journey as he notices financial advisers everywhere after joining Money Marketing. Dive into the psychology of awareness in a fascinating exploration.

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46:16

In Conversation With... Jonathan Hawkins & Andrew...

The Money Marketing Podcast ·

2023/09/06

Host Lois Vallely speaks to Bravura's principal business consultant Jonathan Hawkins and head of product Andrew Zietara about the rise of artificial intelligence, and how it can benefit advisers. They discuss what AI means for financial services and how tools can be and are being used by advisers. They also talk about the opportunities and limitations of using AI in financial advice. Will AI take over the world?

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48:43

Month in Review – August 2023

The Money Marketing Podcast ·

2023/09/04

The Money Marketing editorial team's latest podcast recaps all the major stories they covered in August, offering insightful analysis on topics like market trends and regulation. Listen now:

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11:49

Are the regulator’s rules okay?

The Money Marketing Podcast ·

2023/09/01

In this Weekend Essay, Amanda Newman Smith reflects on her experience of taking her kids to their first music festival. She discusses the rules and regulations that were in place, and whether or not they made for a positive experience. She also draws parallels between the festival and the financial services industry, and questions whether too much regulation can actually be counterproductive. Listen to the full essay to hear Amanda's thoughts on this important issue.

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25:43

In Conversation With… Toby Hester, Deputy Chief...

The Money Marketing Podcast ·

2023/08/30

Dive into the world of With Profits funds with host Kim Dondo and special guest Toby Hester, Deputy Chief Product Officer at Wesleyan. Discover how these funds differ, their advantages for advisers, debunking myths, and real success stories. Tune in for essential insights into strategic financial advising.

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06:44

Time to get fit

The Money Marketing Podcast ·

2023/08/25

In this weekend essay, Lois Vallely shares her personal journey of rediscovery and growth. Dive into her insights on fitness, finances, and the power of connecting the past with potential.

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15:56

In Conversation With… Michael Field, European Equity...

The Money Marketing Podcast ·

2023/08/23

Join host Kim Dondo as she dives into market trends and insights with special guest Michael Field, European Equity Strategist at Morningstar. In this episode, they cover various topics that shed light on the current market scenario and provide valuable guidance for investors and financial advisers.

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05:54

Making a difference is a good feeling

The Money Marketing Podcast ·

2023/08/18

In his latest Weekend Essay, Darius McQuaid shares his journey from covering everyday topics to impacting lives with his journalism. Discover how one article about an investor's struggle led to real change, underlining the power of investigative reporting. Tune in to hear how storytelling can make a difference and bring about regulatory reform.

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26:30

In Conversation With... Nick Elston, inspirational...

The Money Marketing Podcast ·

2023/08/16

In this episode of In Conversation With, host Lois Vallely talks to Nick Elston, globally-renowned inspirational speaker on the lived experience of mental health. He discusses the link between money and mental health, and how financial advisers can build trust and rapport with their clients. He also talks about the importance of understanding the relationship non-financial people have with money.

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260 results

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