The Money Marketing Podcast

Protection Series - The ongoing need for protection cover - Episode 1

In the first episode Chief Reporter, Lois Vallely is joined by Shelley Read and Gregor Sked, Intermediary Development & Technical Managers from Royal London. They discuss the ongoing need for protection, even in tough financial times. Delve into the importance of well-rounded advice and having the protection conversation that focuses on obtaining good long-term outcomes (Consumer Duty regs) in a difficult economy. Focus on ways providers can help advisers to highlight clients’ biggest risks and discuss the benefits of considering IP, as the biggest risk for working-age adults (30s and 40s) is often long-term sickness or injury which prevents them from working.

In Conversation With…Daniel Maynard, IFA, Cheetham Jackson

In the latest episode of In Conversation With…, Daniel Maynard, Independent Financial Advisor at Cheetham Jackson joins Kimberley Dondo to discuss his transition from retail banking to a financial adviser during the pandemic. Listen now:

Is the price of freedom expensive?

In his Weekend Essay, senior reporter, Jean-Baptiste Andrieux laments the difficulties of a single-income household and the costs incurred.

In Conversation With…Lewis Byford, Co-Founder, Antony George

Co-Founder of Anthony George Recruitment, Lewis Byford joins Kimberley Dondo to discuss financial planning recruitment and everything they do to introduce new blood into the industry. In this episode of In Conversation With they also discuss alternative routes to qualifying as a financial adviser. Listen Now:

In Conversation With…Ruth Handcock, CEO, Octopus Investments

In the latest episode of In Conversation With, Ruth Handcock, Chief Executive Officer, Octopus Investments joins Kimberley Dondo to discuss what can be done to enhance Rishi Sunak's enhanced maths initiative and what advisers can do to bridge the advice gap. Listen now:

Will tech be the advice industry’s downfall?

In her latest Weekend Essay, features editor, Maria Merricks explores how the advancement of technology may lead to the downfall of the advice industry if they don't keep up. Listen now

Month in Review – January 2023

We are well into 2023 and the Money Marketing team have returned for their monthly recaps. They discuss the January issue, news that caught their attention and give a sneak peek into the February Issue. Listen now:

In Conversation With…Tessa Lee, Managing Director, moneyinfo

In the latest episode of In Conversation With, Tessa Lee, managing director of Moneyinfo, speaks to chief reporter Lois Vallely about the huge shift we are seeing in how advisory firms are using technology, and the move towards a hybrid advice model. Lee also talks about her background in fintech, and how she rose up the ranks at Moneyinfo.
 

In Conversation With… Lawrence Bearman, IFA, Ablestoke Wealth Management

In the new episode of In Conversation With, Lawrence Bearman, IFA, Ablestoke Wealth Management joins Kimberley Dondo. Bearman shares his experience of transitioning from university intern to IFA  and how a support system as a new adviser adds value to the service they provide.

Why holding onto staff is not just about money

In her latest Weekend Essay, feature writer, Amanda Newman Smith explains the importance of understanding employees' needs and why holding onto staff isn't just about the money.