The Money Marketing Podcast

Podcast: Month in Review - February 2023

Listen to our End of February 2023 Podcast. The Money Marketing team discuss standout moments from Feb and bids farewell to senior reporter, Jean-Baptiste Andrieux.

In Conversation With...Andrew Aldridge, Partner at Deepbridge

Andrew Aldridge, Partner at Deepbridge joins Kimberley Dondo to discuss how can advisers can be more tax efficient with investment portfolios and the benefits of investing in life science startups. Listen now:

Why we need more finfluencers

In her latest Weekend Essay, digital content manager, Kimberley Dondo explains why more financial advisers need to embrace social media.
 

Protection Series - Importance of choice and flexibility - Episode 2

In the second episode in association with Royal London, digital content manager, Kimberley Dondo is joined by Shelley Read and Gregor Sked, Intermediary Development & Technical Managers from Royal London. They discuss the importance of recommending protection policies which give clients choice and flexibility.

In Conversation With…James Sullivan, Head of Partnerships, Tyndall IM

In the latest episode of In Conversation With, James Sullivan, Head of Partnerships, Tyndall Investment Management, speaks to chief reporter Lois Vallely about the importance of the IFA in the broader food chain of financial services and the influence they hold. Sullivan also delves into his journey through financial services.

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: