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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

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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11:24

Achieving success while managing stress

The Money Marketing Podcast ·

2023/04/21

In her latest Weekend Essay, Amanda Newman Smith discusses how the life of a business owner is similar to that of a rock band, citing The Cure as an example. She stresses the importance of looking after oneself and managing stress for the success of a business, and not just focusing on the well-being of clients and employees. Listen now

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21:11

In Conversation With...Andy Kirby, CEO at Money Alive

The Money Marketing Podcast ·

2023/04/19

In the latest episode of "In Conversation With", host Lois Vallely sits down with special guest Andy Kirby, CEO at Money Alive. Kirby brings his wealth of experience to the table as he and Vallely explore the biggest challenges currently facing financial advisers, as well as the opportunities that lie ahead. They discuss the ways in which technology is transforming the industry and how fintech is disrupting the traditional role of financial advisers.

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09:58

How will AI impact the financial advice industry?

The Money Marketing Podcast ·

2023/04/14

From robo-advisors to personalised financial recommendations, AI is transforming the financial advice industry. Senior reporter Momodou Musa Touray explores the impact of AI in his latest Weekend Essay. Listen now:

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23:50

In Conversation With...Steve Windsor, co-founder of...

The Money Marketing Podcast ·

2023/04/12

Join host Kimberley Dondo in this week's episode of In Conversation With, as she chats with Steve Windsor, co-founder of Atrato Group. Kimberley and Steve discuss the differences between setting up a boutique financial services firm and working for a multinational corporation. Steve shares his experiences and insights, highlighting the benefits and challenges of both. Steve discusses his own charitable endeavours and the ways in which Atrato Group gives back to the community. He also touches on the

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38:06

How advisers should be addressing vulnerability

The Money Marketing Podcast ·

2023/04/11

In this special episode of the Money Marketing podcast, chief reporter Lois Vallely talks to Hannah Coffey, vulnerability and client assistance manager at St James’s Place, and Zoe Taylor, chartered financial planner at Lawrence Neil Wealth Management. They discuss how advisers can spot vulnerability among clients, as well as what they should be doing to help clients in vulnerable circumstances.

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21:34

In Conversation With...Simonne Gnessen, Founder, Wise...

The Money Marketing Podcast ·

2023/04/05

Join us on the latest episode of In Conversation With, as host Lois Vallely sits down with Simonne Gnessen, Founder of Wise Monkey Financial Coaching, to delve into the thought-provoking topic of whether financial advice is a privilege or a right. Discover the valuable insights and practical tips that can help transform your financial journey, as we explore the critical role of money coaches in achieving financial wellness.

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32:18

Podcast: Month in Review – March 2023

The Money Marketing Podcast ·

2023/04/03

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

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08:52

Do the paths of crypto and advisers intersect?

The Money Marketing Podcast ·

2023/03/31

Darius McQuaid, the latest addition to the Money Marketing editorial team, discusses Rubicon Crypto, a platform that aims to bridge the gap between traditional and digital investment worlds, as well as the challenges financial advisers face in adopting cryptocurrency in his first Weekend Essay.

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17:00

Protection Series: Building Confidence in Protection...

The Money Marketing Podcast ·

2023/03/29

Join host Lois Vallely in an informative conversation with Tanya Rawlings, Claims Philosophy Manager at Royal London, as they discuss busting myths and building trust in protection claims processes. If you’re looking for tools and resources to help support your protection conversations, visit adviser.royallondon.com/safehands

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260 results

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