The Money Marketing Podcast

Weekend Essay: Dead Unhappy: What’s the price of bad taste?

In this Weekend Essay episode, Momodou Musa Touray explores the rise and fall of fintech disruptor DeadHappy. After a disastrous advertising campaign led to the withdrawal of support from insurance partners, DeadHappy ceased new customer acquisitions. Touray reflects on the company's bold marketing tactics, which garnered both fame and controversy, ultimately leading to its demise. Listen now:

In Conversation With...Ben Goss, CEO of Dynamic Planner

In this episode, Kimberley Dondo and Ben Goss, CEO of Dynamic Planner, delve into the basics of AI in financial advice, distinguishing it from automation. They explore real-world examples of AI's application by financial advisers in the UK, along with its role in personalising financial plans, improving client acquisition, and streamlining operations. The discussion extends to topics like retirement planning, goal-based advice, ethical considerations, and the human aspect of financial advisory. Tune in now:

Month in Review – March 2024

Tune in to our latest Money Marketing podcast as we recap the ups and downs of March and give you a glimpse of what's in store for our April issue. Don't miss out on this special episode! Listen now:

What advisers can learn from the Iranian New Year

Tune in to this Weekend Essay podcast episode as Darius McQuaid explores the rich traditions of the Iranian New Year, Nourouz, and its profound implications for financial planning. Discover the cultural significance of Nourouz traditions and how advisers can leverage these insights for client discussions. Listen now for a unique perspective on resilience, generosity, and long-term financial goals.

In Conversation With...Mike Coop, CIO, Morningstar Investment Management

Join Kimberley Dondo and Mike Coop, CIO at Morningstar Investment Management, as they discuss key investment themes, risk mitigation strategies, and effective client communication in today's market. Gain insights on navigating uncertainty, leveraging technology, and staying informed for actionable advice. Listen now:

Weekend essay: Keeping an open mind on equity release

In this Weekend Essay episode, Amanda Newman Smith reconsiders equity release, drawing parallels to her experience restoring antique furniture. She explores the evolving market, debunking misconceptions and highlighting its potential benefits for those facing financial challenges in later life. Tune in now:
 

In Conversation With… Pension Lab founder Scott Phillips

In this episode of In Conversation With, chief reporter Lois Vallely is joined by Pension Lab founder Scott Phillips for a chat about pensions. They talk about what is going on with the letters of authority process, whether the Consumer Duty will help, and how pensions dashboards will make the world of pensions easier to navigate.

Weekend Essay – Why doesn’t money grow on trees?

Dive into this Weekend Essay with Dan Cooper as he takes us on a reflective journey through seaside adventures, children's innocent questions, and the vital role of financial education. Join the conversation on why money doesn't grow on trees and explore the ongoing debate surrounding financial literacy for children:
 

In Conversation With... Nick Henshaw, Head of Intermediary Distribution, Wesleyan

In this episode of "In Conversation With," host Kimberley Dondo sits down with Nick Henshaw, Head of Intermediary Distribution at Wesleyan, to explore the shifting investment landscape. From guiding clients through market fluctuations to re-engaging with diverse asset classes, they delve into key strategies and challenges faced by advisers. Tune in:

Weekend Essay: So you think the City isn’t sexist?

Tune in to Lois Vallely's Weekend Essay as she explores gender dynamics in finance, touching on prevalent sexual harassment and the need for a more inclusive environment for women in the industry.