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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

07:32

Weekend Essay: IWD stands for nothing unless certain...

The Money Marketing Podcast ·

2025/03/14

In this Weekend Essay, Dan Cooper examines why International Women’s Day risks becoming an empty gesture unless attitudes towards harassment and discrimination in financial services truly change. Progress has been made, but there is still much to do. Listen now:

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21:22

In Conversation With... Mark Devlin: Navigating Tax...

The Money Marketing Podcast ·

2025/03/12

With tax year-end fast approaching, what key planning opportunities should advisers focus on? In this episode of In Conversation With..., host Kimberley Dondo is joined by Mark Devlin, Senior Technical Manager at M&G Wealth, to explore the latest tax and pension changes from the Autumn Budget, the growing role of insurance bonds, and the top strategies advisers should consider before the deadline.

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37:55

In Conversation With… Yasmina Siadatan: Technology’s...

The Money Marketing Podcast ·

2025/03/05

Ahead of International Women’s Day, Kimberley Dondo speaks with Yasmina Siadatan, Chief Revenue Officer at Dynamic Planner, about the role of technology in financial planning for women. They explore how digital tools are bridging the gender investment gap, enhancing the adviser-client relationship, and helping firms create a more inclusive approach to wealth management.From mobile apps to psychometric risk profiling, they discuss how fintech is shaping a more personalised investment experience for

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06:26

Weekend Essay: Maybe a financial coach can help...

The Money Marketing Podcast ·

2025/02/28

In this Weekend Essay, Lois Vallely opens up about her ongoing struggle with debt and the challenges of changing long-standing financial habits. After realising that past attempts to improve her money mindset haven’t stuck, she considers whether a financial coach could provide the guidance and accountability she needs. Could this be the key to lasting change? Listen now:

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29:11

In Conversation With... Dan Boardman-Weston:...

The Money Marketing Podcast ·

2025/02/25

In this episode, Kimberley Dondo speaks with Dan Boardman-Weston, CEO of BRI Wealth Management, about the AI investment frenzy, the UK’s economic challenges, and where investors can find stability. They also discuss portfolio strategies amid high interest rates, the impact of Trump’s second term on UK investors, and whether UK equities are undervalued or facing deeper issues. Listen now:

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07:22

Weekend Essay: Why I’m torn over the right for cancer...

The Money Marketing Podcast ·

2025/02/21

In this thought-provoking Weekend Essay, Amanda explores the complexities of the ‘right to be forgotten’ for cancer survivors applying for insurance. Should cancer survivors disclose past diagnoses, or should they be allowed to move forward without repercussions? Join Amanda as she reflects on the emotional and ethical challenges in balancing fairness and risk in the financial services industry.

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23:14

In Conversation With… Andy O’Regan: The Future of CDC...

The Money Marketing Podcast ·

2025/02/18

In this episode of In Conversation With…, host Kimberley Dondo is joined by Andy O’Regan, Chief Client Strategy Officer at TPT Retirement Solutions, to break down Collective Defined Contribution (CDC) pensions. They explore how CDCs compare to traditional schemes, their advantages and challenges, and what advisers need to know about the evolving regulatory landscape. Could CDCs reshape the future of retirement planning?

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05:37

Weekend Essay: Love is in the air, not in the wallet

The Money Marketing Podcast ·

2025/02/14

Love may be priceless, but Valentine's Day isn't! In this Weekend Essay, Tom Browne explores the financial side of romance—why big spending doesn’t equal big love and how thoughtful gestures can mean more than a lavish gift. Is love really in the air, or just in the budget?

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24:03

In Conversation With... Anick Sharma on Transparent...

The Money Marketing Podcast ·

2025/02/11

In this episode of In Conversation With..., Kimberley Dondo speaks with Anick Sharma, Certified Financial Planner and Director at Videre. Anick shares his journey into financial advice, what makes Videre’s approach unique, and how the Verve Foundation’s Adviser Incubator has shaped his path. They discuss the importance of transparent fees, evidence-based solutions, and how financial planning should be about more than just selling products—it’s about helping clients live their best lives.

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06:14

Weekend Essay: Financial advisers should reassess...

The Money Marketing Podcast ·

2025/02/07

In this Weekend Essay, Momodou Musa Touray urges financial advisers to reconsider their stance on cryptocurrency. With crypto going mainstream, more people are investing and the FCA is developing regulations for the market. While crypto remains a high-risk asset, it also offers significant growth potential. Momodou explores the rise of crypto, the global regulatory shifts, and how advisers can prepare for a new generation of clients and navigate the complexities of crypto investments. Should

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32:15

In Conversation With Will Fraser-Allen: How to...

The Money Marketing Podcast ·

2025/02/05

In the latest In Conversation With episode, Kimberley Dondo sits down with Will Fraser-Allen, Managing Partner of Albion Capital, to explore the evolving world of venture capital trusts (VCTs). From his journey in the VC sector to the key trends shaping the 2025 market outlook, Will shares invaluable insights on macroeconomic influences, fundraising challenges, and compelling opportunities for advisers. Whether you're navigating portfolio diversification or preparing for industry shifts, this

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46:08

MM Talks: 2025 Financial Trends, Challenges, and...

The Money Marketing Podcast ·

2025/02/03

Welcome to the first MM Talks episode of 2025! Join Kimberley Dondo, Lois Vallely, and Dan Cooper as they dive into the financial trends and surprises shaping the new year. From the most defining moments for advisers to the curveballs of 2024 and how they’ll impact the year ahead, this episode is packed with insights. Plus, discover the news stories advisers can’t afford to miss.

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07:55

Weekend Essay: Should Wall Street be worried about...

The Money Marketing Podcast ·

2025/01/31

The arrival of Chinese AI start-up DeepSeek has shaken the markets, raising questions about the dominance of Big Tech and the sustainability of AI investment. With NVIDIA suffering the largest single-day market loss in history, is this a turning point for the industry or just short-term volatility?In this Weekend Essay, Dan Cooper explores the implications for investors and what lies ahead for AI-driven markets.

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20:56

In Conversation With Sam Grice: Bringing Death to...

The Money Marketing Podcast ·

2025/01/29

In this episode of In Conversation With..., Kimberley Dondo is joined by Sam Grice, Founder & CEO of Octopus Legacy. They discuss the story behind the founding of Octopus Legacy, how personal experiences shaped its vision, and the importance of addressing death and legacy planning for individuals and families. Sam explains the platform’s role in supporting the bereavement process, common misconceptions about planning for death, and the concept of "bringing death to life" in financial planning

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08:12

Weekend Essay: How to invest like Warren Buffett

The Money Marketing Podcast ·

2025/01/24

Warren Buffett's journey from a paperboy to one of the most celebrated investors of all time is nothing short of extraordinary. In this Weekend Essay, Chief Reporter Lois Vallely takes us through the principles that define the “Oracle of Omaha’s” success, including his focus on proven businesses, strong management, and disciplined, long-term investing strategies.Listen now:

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24:53

In Conversation With... Sarah Coles, head of cyber...

The Money Marketing Podcast ·

2025/01/22

In this episode of In Conversation With, host Lois Vallely sits down with Sarah Coles, head of cyber and resilience at Parmenion, to explore the growing landscape of cybersecurity threats and practical defences.Coles draws on over a decade of experience to talk about the alarming rise in cyberattacks targeting businesses of all sizes, fuelled by automated bots and evolving tactics like phishing, malicious websites, and ransomware. She urges advice business owners to implement layered security

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07:15

Weekend Essay: Could we really change the world?

The Money Marketing Podcast ·

2025/01/17

In this week's Weekend Essay episode, Amanda Newman Smith reflects on hope, generosity, and George Kinder’s vision for trustworthy institutions. Can we rise above self-interest to create lasting change?Listen now:

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29:44

In Conversation With... Madeleine Debney: AI as an...

The Money Marketing Podcast ·

2025/01/15

In this episode, Kim Dondo chats with Madeleine Debney, Co-Founder of Otto, about her shift from asset management to developing an AI-powered platform for wealth managers. They discuss how Otto supports advisers by streamlining workflows, automating tasks like fact finds and suitability reports, and enhancing client relationships. Madeleine also shares insights into Otto’s evolution, its approach to compliance, and her vision for the role of AI in financial services.

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51:26

In Conversation With… Vanguard Experts on Cognitive...

The Money Marketing Podcast ·

2025/01/08

In this episode of In Conversation With..., Kimberley Dondo speaks with Vanguard’s Sebastian Lewis and Anna Madamba about a critical but often overlooked topic: cognitive decline in clients. Together, they explore how financial advisers can recognise early signs, address the risks of wealth loss, and navigate sensitive conversations with clients and their families. They also share practical steps for preparation, insights into generational perspectives, and ways to safeguard vulnerable individuals

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53:43

End of Year Podcast 2024

The Money Marketing Podcast ·

2024/12/27

As 2024 wraps up, the Money Marketing editorial team reflects on the year's biggest stories, key trends, and the lessons that will shape the industry in 2025. Don't miss this insightful and engaging roundup—listen now:

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