The Money Marketing Podcast

Goodbye Money Marketing

Join Michael Klimes in a reflective journey through his writing career, where he delves into the challenges of starting, social media's impact, and a trade journalist's unique experiences. From the British Steel Pension Scheme scandal to the world of Sipp providers, Klimes shares insights and growth. Listen as he bids farewell to his current role and embarks on a new adventure. Listen Now:

In Conversation With… Dr. Louis Williams, Dynamic Planner

Join host Kim Dondo in a conversation with Dr. Louis Williams, Head of Behavioural Insights and Psychology at Dynamic Planner. Explore the powerful role of behavioural psychology in finance, tackle common biases, and discover practical strategies for better client outcomes. Dive into the underrated aspects, ethical considerations, and adapting to cultural nuances. Tune in now: 

The frequency illusion of financial advisers

In this weekend's essay, Darius McQuaid explores the 'Baader-Meinhof phenomenon,' where awareness amplifies our perception. Learn how a chance encounter in 1994 gave it its name and follow Darius's journey as he notices financial advisers everywhere after joining Money Marketing. Dive into the psychology of awareness in a fascinating exploration.

In Conversation With... Jonathan Hawkins & Andrew Zietara, Bravura

Host Lois Vallely speaks to Bravura's principal business consultant Jonathan Hawkins and head of product Andrew Zietara about the rise of artificial intelligence, and how it can benefit advisers. They discuss what AI means for financial services and how tools can be and are being used by advisers. They also talk about the opportunities and limitations of using AI in financial advice. Will AI take over the world?

Month in Review – August 2023

The Money Marketing editorial team's latest podcast recaps all the major stories they covered in August, offering insightful analysis on topics like market trends and regulation. Listen now:

Are the regulator’s rules okay?

In this Weekend Essay, Amanda Newman Smith reflects on her experience of taking her kids to their first music festival. She discusses the rules and regulations that were in place, and whether or not they made for a positive experience. She also draws parallels between the festival and the financial services industry, and questions whether too much regulation can actually be counterproductive. Listen to the full essay to hear Amanda's thoughts on this important issue.

In Conversation With… Toby Hester, Deputy Chief Product Officer, Wesleyan

Dive into the world of With Profits funds with host Kim Dondo and special guest Toby Hester, Deputy Chief Product Officer at Wesleyan. Discover how these funds differ, their advantages for advisers, debunking myths, and real success stories. Tune in for essential insights into strategic financial advising.

Time to get fit

In this weekend essay, Lois Vallely shares her personal journey of rediscovery and growth. Dive into her insights on fitness, finances, and the power of connecting the past with potential.

In Conversation With… Michael Field, European Equity Strategist at Morningstar

Join host Kim Dondo as she dives into market trends and insights with special guest Michael Field, European Equity Strategist at Morningstar. In this episode, they cover various topics that shed light on the current market scenario and provide valuable guidance for investors and financial advisers.

Making a difference is a good feeling

In his latest Weekend Essay, Darius McQuaid shares his journey from covering everyday topics to impacting lives with his journalism. Discover how one article about an investor's struggle led to real change, underlining the power of investigative reporting. Tune in to hear how storytelling can make a difference and bring about regulatory reform.