The Money Marketing Podcast
Get the latest news, views, and expert analysis as the Money Marketing team speaks to leading guests about the industry’s hot topics.
Episodes
May 24, 2023
May 24, 2023
19 min
In this episode of "In Conversation With...," host Kim Dondo is joined by Rob Hughes, the Head of Customer Experience at Railpen. Together, they delve into various topics surrounding effective customer communications, the significance of customer segmentation, and the potential impact of the pensions dashboard on customer engagement.
May 17, 2023
May 17, 2023
33 min
Join host Kimberley Dondo & guest Mike Coop from Morningstar in a must-listen podcast covering 2023's investment outlook, navigating the bond market amidst the banking crisis, inflation's impact on the UK economy, sector considerations, market opportunities, tech's role in investments, diversification strategies, staying informed, and the long-term outlook for the UK economy. Tune in now for expert insights!
May 12, 2023
May 12, 2023
7 min
In his latest Weekend Essay podcast, Darius McQuaid explains how agents can be a barrier for advisers to gain access to sports stars, but a good agent is the foundation.
May 10, 2023
May 10, 2023
17 min
Private Equity Investments: Strategies, Due Diligence, and Exit Plans - Exploring the Fundamentals for Savvy Investors with Kimberley Dondo and Guest Helen Steers, Partner at Pantheon Ventures
May 5, 2023
May 5, 2023
8 min
In his latest Weekend Essay, Michael Klimes reflects on the positive impact of pensions policies on retirees, but explains that the future is still uncertain for pensioners.
May 3, 2023
May 3, 2023
31 min
Join host Kim Dondo as she speaks with Joseph Twigg, CEO of Aveni, and Karan Kapoor, Global Head of Regulatory and Risk at Delta Capita. Together, they share their insights on how financial advisory firms can navigate the challenges posed by Consumer Duty. They discuss key considerations for firms when implementing Consumer Duty and the role that technology solutions can play in providing better care to clients. Tune in to learn more about this important topic.
May 2, 2023
May 2, 2023
40 min
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 April. But that's not all - we'll also be giving you an exclusive sneak peek into what to expect in the month of May. Tune in now:
Apr 26, 2023
Apr 26, 2023
32 min
Join us for a special episode of the "In conversation with" podcast, where Kim Dondo talks to Tom Selby, Head of Retirement Policy at AJ Bell, about regulating finfluencers.
Finfluencers are social media influencers who give financial advice. They can be a great source of information, but they can also be misleading. So what should be done to regulate them?
Tune in to find out!
Apr 21, 2023
Apr 21, 2023
11 min
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
Apr 19, 2023
Apr 19, 2023
21 min
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.
