The Money Marketing Podcast

In Conversation With... Heather Ross, Head of academy, Progeny

Tune in to our latest podcast episode featuring host Kim Dondo and guest Heather Ross, Head of Academy at Progeny! They discuss supporting UK financial advisers, challenges they face, diversity & inclusion, post-COVID-19 adaptation, improving skills & tech awareness, advice for new advisers, and future industry trends. 

Month in Review – July 2023

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

Is the FCA’s finfleuncer clampdown justified?

In his latest Weekend Essay, Momodou Musa Touray discusses the FCA's plans to clamp down on "finfluencers," who promote financial products without risk warnings. The regulator will update social media marketing guidance after a consultation to address the influence of platforms like TikTok and Threads. While some believe education could be more effective, others welcome the FCA's efforts to protect consumers from high-risk schemes and scams. Qualified professionals, including Touray, advocate for responsible financial guidance from influencers who have the eyes and ears of future clients.

In Conversation With… Ian Lance, manager, Temple Bar Investment

In this engaging episode of "In Conversation With" podcast host Kim Dondo sits down with Ian Lance, the manager at Temple Bar Investment Trust, to uncover valuable lessons and strategies in the world of investments. They discuss key lessons from successful companies like NEXT, sensible asset allocation, benefits and risks of share buybacks, and more. Tune in for expert insights on investing and capital allocation!

Why I won’t be saying goodbye to ERNIE anytime soon

In her latest Weekend Essay, Money Marketing's editor, Katey Pigden, shares her lifelong experience with Premium Bonds. From her dad's thoughtful gift during childhood to her son's early wins, she embraces the thrill of monthly prize draws, feeling a deep connection with her father through the cherished bonds. Listen now:

In Conversation With… Chris Budd, founder, Institute for Financial Wellbeing

In this episode of In Conversation with, host Lois Vallely talks to Chris Budd, financial adviser and founder of the Institute for Financial Wellbeing. He discusses why financial wellbeing is gaining traction and what advisers can do to ensure their clients are financially ‘well’. He also talks about the disconnect between the present and future self, and warns that financial goalsetting is not always helpful.

Why office design appealing to the five senses makes sense

In her latest Weekend Essay, features writer, Amanda Newman Smith explains why office design appealing to the five senses makes sense. Listen now:

In Conversation With… Navigating the Complexities of Fees and Value

Join host Kim Dondo in "In Conversation With" as she discusses the intricacies of financial advising with industry experts Phil Bray, founder of The Yardstick Agency, and Ian Else, founder of 4 Financial Planning. Dive into the world of payment structures, specifically fixed fees, and explore topics such as client perception, effective communication strategies, regulatory considerations, and the impact on profitability and sustainability. Discover trends in client preferences, best practices for fee transparency, and practical advice for advisers transitioning from commission-based models. Gain valuable insights in this podcast that equips both advisers and clients with the knowledge to navigate the complexities of fees and value.

40 lessons I learned as acting editor

In his latest Weekend Essay, Michael Klimes enlightens us with the 40 lessons he learned as acting editor. Listen now

Podcast: Month in Review - June 2023

Join us for the latest episode of the Money Marketing podcast as our editorial team takes a deep dive into the biggest news stories from June. But that's not all - we'll also be giving you an exclusive sneak peek into what to expect in the month of July. Tune in now: