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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

09:03

40 lessons I learned as acting editor

The Money Marketing Podcast ·

2023/07/07

In his latest Weekend Essay, Michael Klimes enlightens us with the 40 lessons he learned as acting editor. Listen now

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47:24

Podcast: Month in Review - June 2023

The Money Marketing Podcast ·

2023/07/06

Join us for the latest episode of the Money Marketing podcast as our editorial team takes a deep dive into the biggest news stories from June. But that's not all - we'll also be giving you an exclusive sneak peek into what to expect in the month of July. Tune in now:

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31:20

In Conversation With… Yasmina Siadatan, sales and...

The Money Marketing Podcast ·

2023/07/05

In this episode of In Conversation with, host Lois Vallely chats to Yasmina Siadatan, sales and marketing director at Dynamic Planner, about her journey from owning her own restaurant, to winning The Apprentice, to joining Dynamic Planner. She also talks about the need to increase trust in the financial advice profession and close the advice gap, and urges anyone looking to join financial services to “just do it”.

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04:43

What my dad taught me about financial advisers

The Money Marketing Podcast ·

2023/06/30

In this podcast episode, inspired by his Weekend Essay, Darius McQuaid delves into the importance of personal connections with financial advisers. While lacking direct experience, Darius explores his friend's account of the crypto bear market and discusses how the cost-of-living crisis is driving younger clients to seek financial advice. He also shares his father's positive experience with a financial adviser, highlighting the benefits of consolidating pensions and achieving better returns.

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18:13

In Conversation With… Jake Moeller, Senior Investment...

The Money Marketing Podcast ·

2023/06/28

In this episode of In Conversation with, host Lois Vallely talks to Jake Moeller, Senior Investment Consultant at Square Mile Investment Consulting and Research. Jake talks about his journey into financial services, and what he sees as some of the biggest challenges for financial advisers currently. He also talks about the rising importance of sustainability and responsible investing, and how he thinks financial advisers are responding to the imminent implementation deadline for the Consumer

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22:53

In Conversation With…James Mabey, Partner at...

The Money Marketing Podcast ·

2023/06/21

Join host Kim Dondo in a thought-provoking conversation with James Mabey, Partner at Winckworth Sherwood LLP, as they delve into the crucial topic of estate planning. In this enlightening episode, they explore why it is imperative for individuals to prioritise writing their wills and Lasting Powers of Attorney (LPAs). Discover the transformative impact of proper planning, unravelling the legal complexities, and the significant benefits that arise when more attention is devoted to these essential

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48:01

In Conversation With… Heather Hopkins and Gillian...

The Money Marketing Podcast ·

2023/06/14

In this episode of In Conversation with, host Lois Vallely speaks to Heather Hopkins – managing director of research and consultancy firm NextWealth, and Gillian Hepburn – head of UK intermediary solutions at Schroders. They have a wide-ranging discussion about everything from adviser charges and fees to consolidation and even touch on pubs. They also talk about how technology will transform the financial advice space, and offer their advice for someone looking to break into the profession.

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42:40

In Conversation With… Lee Coates, Director, ESG Accord

The Money Marketing Podcast ·

2023/06/07

In this episode of In Conversation with, host Lois Vallely chats to Lee Coates, director of ESG Accord, about why advisers need to act now to be compliant with the Consumer Duty and sustainability disclosure requirements to deliver good client outcomes. He talks about what the rules are for advisers around ESG and sustainable options, and what happens if they do not discuss these options with their clients. He also discusses what impact sustainability labels and disclosure statements will have on

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07:24

The protection industry has a claims problem

The Money Marketing Podcast ·

2023/06/02

The protection industry has a claims problem, that is the bold statement senior reporter Momodou Musa Touray states as he delves into the issues facing the protection sector in his latest Weekend Essay. Listen now:

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47:59

Podcast: Month in Review – May 2023

The Money Marketing Podcast ·

2023/06/01

The Money Marketing editorial team's latest podcast recaps all the major stories they covered in May, offering insightful analysis on topics like market trends and regulation. They also give a preview of what to expect in the upcoming June print edition. Listen now:

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26:45

In Conversation with... Emma Barrow, Head of...

The Money Marketing Podcast ·

2023/05/31

In this episode of In Conversation with, host Kim Dondo talks to Emma Barrow, Head of Communications at the Financial Services Compensation Scheme (FSCS). Emma discusses her journey to becoming Head of Comms, her involvement in the FSCS podcast, and the impact of the SVB crisis on the FSCS. She also talks about other areas where the FSCS offers financial protection, her advice for financial advisers on how to help their clients protect themselves from financial losses, the most important things for

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10:44

Would compulsion for retirement saving be so bad

The Money Marketing Podcast ·

2023/05/26

In this Weekend Essay, Amanda Newman Smith reflects on the concept of compulsion in retirement saving and the challenges faced by those who struggle financially. She raises the question of whether stronger measures, such as higher auto-enrollment contributions or true compulsion, might be necessary to ensure retirement security.

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19:34

In Conversation With Rob Hughes: Customer...

The Money Marketing Podcast ·

2023/05/24

In this episode of "In Conversation With...," host Kim Dondo is joined by Rob Hughes, the Head of Customer Experience at Railpen. Together, they delve into various topics surrounding effective customer communications, the significance of customer segmentation, and the potential impact of the pensions dashboard on customer engagement.

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33:52

In Conversation With Mike Coop: Exploring Investment...

The Money Marketing Podcast ·

2023/05/17

Join host Kimberley Dondo & guest Mike Coop from Morningstar in a must-listen podcast covering 2023's investment outlook, navigating the bond market amidst the banking crisis, inflation's impact on the UK economy, sector considerations, market opportunities, tech's role in investments, diversification strategies, staying informed, and the long-term outlook for the UK economy. Tune in now for expert insights!

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07:27

How agents are the gatekeepers of sports professionals

The Money Marketing Podcast ·

2023/05/12

In his latest Weekend Essay podcast, Darius McQuaid explains how agents can be a barrier for advisers to gain access to sports stars, but a good agent is the foundation.

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17:22

In Conversation With...Helen Steers, Partner,...

The Money Marketing Podcast ·

2023/05/10

Private Equity Investments: Strategies, Due Diligence, and Exit Plans - Exploring the Fundamentals for Savvy Investors with Kimberley Dondo and Guest Helen Steers, Partner at Pantheon Ventures

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08:59

Brave pension policies need to be made soon

The Money Marketing Podcast ·

2023/05/05

In his latest Weekend Essay, Michael Klimes reflects on the positive impact of pensions policies on retirees, but explains that the future is still uncertain for pensioners.

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31:13

In Conversation With... Joseph Twigg & Karan Kapoor

The Money Marketing Podcast ·

2023/05/03

Join host Kim Dondo as she speaks with Joseph Twigg, CEO of Aveni, and Karan Kapoor, Global Head of Regulatory and Risk at Delta Capita. Together, they share their insights on how financial advisory firms can navigate the challenges posed by Consumer Duty. They discuss key considerations for firms when implementing Consumer Duty and the role that technology solutions can play in providing better care to clients. Tune in to learn more about this important topic.

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40:50

Podcast: Month in Review - April 2023

The Money Marketing Podcast ·

2023/05/02

Join us for the latest episode of the Money Marketing podcast as our editorial team takes a deep dive into the biggest news stories from April. But that's not all - we'll also be giving you an exclusive sneak peek into what to expect in the month of May. Tune in now:

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32:37

In Conversation With...Tom Selby, Head of Retirement...

The Money Marketing Podcast ·

2023/04/26

Join us for a special episode of the "In conversation with" podcast, where Kim Dondo talks to Tom Selby, Head of Retirement Policy at AJ Bell, about regulating finfluencers. Finfluencers are social media influencers who give financial advice. They can be a great source of information, but they can also be misleading. So what should be done to regulate them? Tune in to find out!

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249 results

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