The Money Marketing Podcast

Weekend Essay: How important is ‘passing trade’?

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 in the financial sector, advocating for a nuanced approach that values all client interactions. Amanda highlights the evolving dynamics of customer engagement and the challenges faced by businesses in maintaining service quality amidst commercial pressures. Listen now:

In Conversation With... Paula Steele, Director, John Lamb Hill Oldridge

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 tax planning, recent tax law changes, common misconceptions, and future trends in life insurance for tax planning. Tune in for expert insights on navigating financial protection and tax planning.

Weekend Essay: What my narcolepsy diagnosis has taught me about vulnerability

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 shares how narcolepsy has impacted her life and the adjustments she's making. Her story highlights the importance of understanding hidden disabilities and the need for empathy and support. Listen Now:

Month in Review – April 2024

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 Conversation With Amy Browne: Investing in Minds for Sustainable Futures

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 health, and whether interest has grown in recent years. They also talk about how financial advisers can get involved with mental health benchmarking.

Weekend Essay: Why I think an adviser should apply to The Apprentice

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, envisioning a potential intersection between advisers and the show. Listen now:
 

In Conversation With... Ian Lance, co-fund manager, Temple Bar

In this episode of "In Conversation With," Kimberley Dondo sits down with Ian Lance, co-fund manager at Temple Bar, to explore the evolving dynamics of the financial market. They discuss lessons learned from companies like NEXT, the shifting strategies for asset allocation in response to economic changes, the evolving perceptions of share buybacks, and the transformed risks associated with acquisitions. Ian also shares insights into resilient cyclical stocks and advises financial advisers on adapting their strategies to identify undervalued opportunities in the current economic climate.

Weekend Essay: Keeping those wedding costs in check

In his Weekend Essay, editor Tom Browne discusses the changing dynamics of marriage in light of rising costs. With weddings becoming increasingly expensive, many couples are opting to prioritize other life goals, like buying a house. Browne shares insights into the financial challenges faced by couples today, highlighting the tough decisions many must make. Listen now:
 

In Conversation With... Macey Greenall, Financial Adviser at Key Financial Wealth Management

In this episode of "In Conversation With," host Kimberley Dondo sits down with Macey Greenall, Financial Adviser at Key Financial Wealth Management, about financial planning for athletes and broader financial advice. They discuss challenges athletes face, tailoring advice for high-earning athletes, and providing practical solutions for diverse clients. Macey also shares insights into the rewarding aspects of being a financial advisor and the benefits of being an appointed representative of St. James's Place. Tune in for valuable insights into niche market specialisation and trends in financial advice.

Pensions & Protection Podcast: Navigating Financial Priorities

Royal London’s Jamie Jenkins (Policy, Communications and External Affairs Director) is joined by Clare Moffat (Head of Technical and Marketing Compliance) from Royal London, Mike Barret from The Lang Cat, and Ben Alcock from Continuum, as they discuss Royal London’s latest research “The Meaning of Value”. Looking into what consumer’s value, how they define it and what’s important to them in the decision-making process. The report also explores adviser’s opinions and what they believe their clients value from them.