The Money Marketing Podcast

In this deeply personal episode , Dan Cooper reflects on the recent loss of his beloved grandfather and the lessons it taught him about having those difficult but vital conversations about death. From inheritance planning to creating a will, Dan shares why discussing end-of-life wishes is an act of love and how it can bring peace of mind to families during challenging times. Listen now: 

Kimberley Dondo, digital content manager at Money Marketing, chats with Catriona McInally, Investment Specialist at M&G Wealth, about the complexities of long-term investing in today's market. They explore how advisers can guide clients through volatility, prioritise "real" returns over short-term gains, and adapt strategies in a changing investment landscape. Tune in for valuable insights on...

In this week's Weekend Essay , Tom Browne reflects on what lessons the media can learn from the US election results and the UK Budget. From over-sensationalising political outcomes to the dangers of guessing in the absence of solid policies, Tom discusses how a more informed, sober approach is needed in today's media landscape. Should the media focus less on polarisation and more on understanding...

Join Digital Content Manager Kimberley Dondo as she speaks with Shelley Read, Senior Protection Technical Manager at Royal London, on everything income protection (IP). Shelley answers key questions: What exactly is IP? Why is it critical for financial resilience? And how can advisers ensure clients are properly covered? From navigating underwriting to understanding client needs, this episode cove...

In this week's Weekend Essay , news editor Dan Cooper shares his incredible journey over the past year at Money Marketing. From breaking major news stories to navigating the fast-paced world of finance, Dan reflects on personal highlights, challenges, and lessons learned along the way. Discover his thoughts on the sector's future and the exciting opportunities ahead. Tune in now:

Chancellor Rachel Reeves' first Budget as chancellor was one of the most anticipated in recent history. And there are no shortage of talking points, from rises in capital gains tax and national insurance contributions for employers to pensions being brought into the scope of inheritance tax. To discuss this and more, editor Tom Browne is joined by Ian Cook from Quilter Cheviot, Chris Jones from Dy...

In this episode of In Conversation With..., host Kimberley Dondo sits down with Zoë Dagless, Director & Chartered Financial Planner at Meliora Financial Planning, to explore her inspiring journey from financial adviser to founder. Zoë shares her pivotal experiences within The Verve Foundation's Adviser Incubator, revealing the support, mentorship, and key insights that empowered her leap into...

In this Weekend Essay episode, Momodou Musa Touray dives deep into the growing issue of scams. With more people falling victim to fraud every day, he shares personal stories and alarming statistics, highlighting that scams can ensnare even the savviest individuals. As we recognise Scams Awareness Week, it's time to examine how prepared we really are to protect ourselves. Are you doing enough to gu...

Join Kimberley Dondo, Digital Content Manager at Money Marketing, as she sits down with Jordan Sriharan, Fund Manager at Canada Life Asset Management, for a critical discussion on navigating the current market landscape. In this episode, Jordan delves into the evolving economic outlook, highlighting key adjustments to his original projections in light of recent developments. We'll examine the impa...

Join Kimberley Dondo, Lois Vallely and Tom Browne from the Money Marketing team for the third episode of MM Talks ! This episode explores the FCA’s consolidation review, and speculation of the upcoming budget’s impact on financial advisers, and shares chillingly true finance horror stories from the internet! Listen now:

In this episode of The Weekend Essay , Amanda Newman Smith discusses the challenge of balancing old clients while attracting new ones. She compares the marketing of The Cure’s new album with the financial advice industry, noting the importance of evolving without losing loyal customers. Amanda also highlights the difficulties young advisers face entering the field, as firms often hesitate to hire...

In this episode of In Conversation With..., host Kimberley Dondo chats with Julie Greenwood from Octopus Money and Hayley Rabbets from The Verve Foundation about closing the advice gap through industry collaboration. They discuss achieving tangible outcomes, balancing altruism with commercial goals, and why a family-centric approach is key to modern financial advice. Learn how these partnerships c...

In this episode of the Weekend Essay podcast, Lois Vallely recounts her experience with a recent email hack and discusses the growing prevalence of phishing scams. She highlights the vulnerabilities financial firms face and shares practical advice on protecting sensitive information better. Join Lois as she emphasizes the importance of being aware of cyber risks and adopting proactive measures to...

In this episode of In Conversation With..., Kimberley Dondo talks with William Marshall, CIO and Head of Wealth Investment at Hymans Robertson Investment Services. They dive into key topics like sequencing risk, debunking longevity myths, and how Hymans Robertson's holistic approach supports clients in retirement. William also addresses how the Consumer Duty has shaped the focus on value for money...

In this week's Weekend Essay , editor Tom Browne dives into one of our biggest fears: public speaking. From awkward job interviews to addressing packed rooms, Tom reflects on his journey from shyness to confidence, and how mastering public speaking can be a game-changer in both personal and professional life. Tune in now: 

Join Kimberley Dondo in conversation with Jo Wall, Founder of Joyful Wealth, who shares her inspiring journey to becoming a successful entrepreneur with the help of the Verve Foundation's incubator program. Discover how Jo launched her own firm and how she believes financial advice and coaching can empower clients. Tune in now:

In this week’s Weekend Essay , Dan Cooper dives into the growing trend of football clubs partnering with high-risk CFD trading firms. Are clubs prioritising profit over fans? Should there be better regulation to protect supporters from risky financial products? Tune in as we explore the dark side of the beautiful game and its sponsorship deals. Listen now!

In this In Conversation With... episode, Kimberley Dondo chats with Rory Albon, founder of Albon Financial Planning. Rory shares his journey to launch his firm and his approach to investment optimisation, retirement planning, and financial well-being. He offers insights into balancing saving and investing, managing tax efficiency, and safeguarding assets through tailored insurance solutions. Rory...

In this Weekend Essay , Amanda Newman Smith shares a personal story highlighting the importance of excellent customer service, especially when dealing with vulnerable clients. She contrasts negative experiences with a paint company and a clock supplier against a positive resolution with NatWest bank when assisting her elderly mother. This episode underscores the significance of empathy, clear comm...

Join Kimberley Dondo in conversation with Rachel Edwards, a Financial Planner who took the leap from a successful career to launch her own firm. Hear about Rachel's inspiring journey through The Verve Foundation's Adviser Incubator, the "aha" moments that solidified her entrepreneurial path, and the valuable lessons she learned along the way. Gain insights into the challenges and triumphs of build...

In this episode of In Conversation With… James Tucker, founder and CEO of Twenty7Tec, talks to host Lois Vallely about his journey in the mortgage and wealth tech space. They discuss the challenges of scaling tech businesses and the evolving customer expectations, especially among younger generations, who demand seamless, technology-driven experiences.   Tucker believes that the industry’s disjoin...

In this episode of the Money Marketing Awards podcast, Kimberley Dondo sits down with Sebastian Field, Associate Financial Planner at Attivo and winner of the Financial Adviser 2B category at the 2023 Money Marketing Awards. Sebastian shares actionable tips for those starting out, from building essential skills to forging valuable industry connections. Whether you're a student, a career-changer, o...

In this Weekend Essay , Lois Vallely explores her own financial red flags and how they might impact relationships. From keeping finances separate to the importance of financial transparency, Lois delves into how money habits can influence our personal lives. Discover the surprising results from Ford Money's survey and why discussing finances openly can be crucial for future stability. Tune in to h...

In this episode of In Conversation With… M&G Wealth Advice managing director Tom Hegarty and Money Marketing chief reporter Lois Vallely talk about the sharp decline in the number of UK financial advisers, from over 200,000 in the 1980s to just over 31,000 today. To address these challenges, Hegarty highlights several initiatives aimed at attracting new talent to the profession. He discusses t...

Join us for a special episode of the Money Marketing Podcast as we delve into the world of adviser development with Gee Footit, Senior Manager - Partnerships at St. James's Place Financial Adviser Academy, the proud winners of the 'Best Adviser Academy' award at the 2023 Money Marketing Awards . Discover the secrets behind their success, gain insights into their innovative curriculum and mentorshi...