The Money Marketing Podcast

Achieving success while managing stress

In her latest Weekend Essay, Amanda Newman Smith discusses how the life of a business owner is similar to that of a rock band, citing The Cure as an example. She stresses the importance of looking after oneself and managing stress for the success of a business, and not just focusing on the well-being of clients and employees. Listen now
 

In Conversation With...Andy Kirby, CEO at Money Alive

In the latest episode of "In Conversation With", host Lois Vallely sits down with special guest Andy Kirby, CEO at Money Alive. Kirby brings his wealth of experience to the table as he and Vallely explore the biggest challenges currently facing financial advisers, as well as the opportunities that lie ahead. They discuss the ways in which technology is transforming the industry and how fintech is disrupting the traditional role of financial advisers.

How will AI impact the financial advice industry?

From robo-advisors to personalised financial recommendations, AI is transforming the financial advice industry. Senior reporter Momodou Musa Touray explores the impact of AI in his latest Weekend Essay. Listen now:
 

In Conversation With...Steve Windsor, co-founder of Atrato Group

Join host Kimberley Dondo in this week's episode of In Conversation With, as she chats with Steve Windsor, co-founder of Atrato Group. Kimberley and Steve discuss the differences between setting up a boutique financial services firm and working for a multinational corporation. Steve shares his experiences and insights, highlighting the benefits and challenges of both.
Steve discusses his own charitable endeavours and the ways in which Atrato Group gives back to the community. He also touches on the ways in which charity can benefit businesses, both in terms of reputation and employee engagement.

How advisers should be addressing vulnerability

In this special episode of the Money Marketing podcast, chief reporter Lois Vallely talks to Hannah Coffey, vulnerability and client assistance manager at St James’s Place, and Zoe Taylor, chartered financial planner at Lawrence Neil Wealth Management. They discuss how advisers can spot vulnerability among clients, as well as what they should be doing to help clients in vulnerable circumstances.

In Conversation With...Simonne Gnessen, Founder, Wise Monkey Financial Coaching

Join us on the latest episode of In Conversation With, as host Lois Vallely sits down with Simonne Gnessen, Founder of Wise Monkey Financial Coaching, to delve into the thought-provoking topic of whether financial advice is a privilege or a right. Discover the valuable insights and practical tips that can help transform your financial journey, as we explore the critical role of money coaches in achieving financial wellness.

Podcast: Month in Review – March 2023

The Money Marketing editorial team's latest podcast recaps all the major stories they covered in March, offering insightful analysis on topics like market trends and regulation. They also give a preview of what to expect in the upcoming April print edition. Listen now:

Do the paths of crypto and advisers intersect?

Darius McQuaid, the latest addition to the Money Marketing editorial team, discusses Rubicon Crypto, a platform that aims to bridge the gap between traditional and digital investment worlds, as well as the challenges financial advisers face in adopting cryptocurrency in his first Weekend Essay.

Protection Series: Building Confidence in Protection Claims

Join host Lois Vallely in an informative conversation with Tanya Rawlings, Claims Philosophy Manager at Royal London, as they discuss busting myths and building trust in protection claims processes.
 
If you’re looking for tools and resources to help support your protection conversations, visit adviser.royallondon.com/safehands

In Conversation With...Dan Boardman-Weston, CEO & CIO, BRI Wealth Management

Join us on the latest episode of In Conversation With, as host Kimberley Dondo sits down with Dan Boardman-Weston, the CEO at BRI Wealth Management. In this insightful conversation, Dan shares his expertise on long-term market assumptions, providing valuable insights into the future of investments and the wealth management industry. Dan also discusses his unique career journey, from not going to university for an undergrad to obtaining an MBA, and how he navigated his way through the industry to reach his current role at BRI Wealth Management. Listen in to discover the firm's plans for growth and gain a deeper understanding of the wealth management industry from one of its leading professionals.