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The Money Marketing Podcast
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Episodes of The Money Marketing Podcast
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In this episode of "In Conversation With...", host Kimberley Dondo sits down with John Canady, CEO of National Philanthropic Trust. Dive into the world of donor-advised funds and their impact on wealth management in the UK. Discover the evoluti
Tune in to our latest Money Marketing podcast for a recap of June and a sneak peek at what's coming in our July issue. We also discuss what the Election could mean for financial advice. Don’t miss this special episode! Listen now: https://www.m
In this weekend essay, Lois Vallely explores the uncertainties of retirement planning. Despite early pension contributions and financial guidance from her dad, she worries about having enough savings for a comfortable retirement. Vallely discus
On this episode of "In Conversation With...," host Kimberley Dondo sits down with Tessa Lee, Managing Director at moneyinfo, to dive into the findings from recent research by moneyinfo and Compeer. They explore the evolving digital landscape in
In this Weekend Essay, Amanda Newman Smith argues for inclusive financial advice, traditionally reserved for the wealthy. She highlights the need for scalable, tech-driven solutions and praises firms offering subscription-based services and det
In this episode of In Conversation With, host Lois Vallely chats to Steve Jordan, director and co-founder of Five Wealth. Jordan shares his views on why he believes the future lies in ESG portfolios, despite their current patchy performance. He
In this Weekend Essay, Darius McQuaid discusses how St. James’s Place (SJP) uses Virtual Reality (VR) to enhance training for Independent Financial Advisers (IFAs), improving empathy and vulnerability skills. Supported by PwC research, VR prove
In this episode, Kimberley Dondo talks with Matt Storey about the impact of the DWP levy on SSAS, highlighting increased costs and alternative strategies for retirement planning. They explore the potential for non-standard assets like cryptocur
This episode explores Tom Browne's Weekend Essay on the chaotic election campaign and its lessons for financial advisers. Highlighting political blunders and public distrust, Browne draws parallels to the financial sector, emphasizing the impor
Join us in this episode as we explore the Adviser Incubator programme, developed by the Verve Foundation to support new and early-stage financial advice firms. Hayley Rabbets, Head of the Verve Foundation, and Chris Kane, Strategic Partnerships
In this episode of In Conversation With, host Lois Vallely talks to Benjamin Mitchell, founder of Headsup Wealth, about what it was like to set up his own directly authorised advice firm. They chat about some of the challenges and highlights of
Tune in to our latest Money Marketing podcast as we recap May and give you a glimpse of what's in store for our June issue. Don't miss this special episode! Listen now: https://www.moneymarketing.co.uk/
In this week's Weekend Essay, Momodou Musa Touray explores the looming retirement crisis facing millions of Brits. While politicians battle over policy pledges, a recent study by AJ Bell reveals that nearly half of British adults under stat
Join us for the first episode in our new series of Royal London’s informative pensions and protection podcasts. In this episode, Rory Marsh, Customer Life Stage Director at Royal London, discusses how advisers can provide value and long-term fi
Join us for a casual conversation with Lois Vallely and Kimberley Dondo, as we dive into the hot topics shaping the future of financial advice in 2024. We'll tackle Consumer Duty, regulatory challenges, the importance of mental health in the in
This week, Dan Cooper explores the transformative impact of Saudi Arabia's financial influence on global sports. From Cristiano Ronaldo's move to the Saudi Pro League to hosting the 2034 World Cup, Saudi investment is reshaping football, Formul
In this episode of "In Conversation With," Kimberley Dondo chats with Gee Foottit about the challenges and opportunities in the financial advice industry. They discuss recruitment, retention, the importance of diversity, and initiatives to attr
In this week's episode, Lois Vallely shares her fascination with end-of-the-world scenarios, from zombie outbreaks to natural disasters. She explores the reasons behind this fascination and how it ties into the real-life threat of ancient virus
In this episode of "In Conversation With," Kimberley Dondo talks to Emma Collins, Partner at Weightmans, about pre-nups, post-nups, and wealth protection in relationships. Collins discusses evolving trends in pre-nups, the rise of post-nups, ke
In her Weekend Essay, Amanda Newman Smith shares a heartwarming anecdote from a local market visit, prompting reflections on customer relationships in businesses. She discusses the balance between transactional advice and long-term engagement i
Join Kimberley Dondo in this episode of "In Conversation With" as she chats with Paula Steele, director at John Lamb Hill Oldridge, about protection financial advising. They cover tailoring protection plans, strategic use of life insurance for
In this Weekend Essay by Lois Vallely candidly explores her journey with narcolepsy, shedding light on the challenges and misconceptions surrounding the condition. From childhood struggles with sleep to finally receiving a diagnosis, Lois share
Tune in to our latest Money Marketing podcast as we recap the ups and downs of April and give you a glimpse of what's in store for our May issue. Don't miss out on this special episode! Listen now:
In this episode of In Conversation With, host Lois Vallely chats to Amy Browne, stewardship lead at CCLA, about how mental health fits within the broader movement of sustainable investment. They discuss whether investors care about mental healt
In his Weekend Essay, Darius McQuaid highlights the absence of financial advisers on BBC One's The Apprentice, suggesting they possess the skills needed to excel on the show. He encourages advisers to consider applying for future series, envisi
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