The Money Marketing Podcast

Understanding yourself to get the best from relationships

In the first Weekend Essay podcast of the year, feature writer Amanda Newman Smith explains why understanding ourselves better helps us form better relationships.
 

In Conversation With...Jordan Sriharan, Fund Manager, Canada Life Asset Management

In the latest episode of In Conversation With, Kimberley Dondo is joined by Jordan Sriharan, Fund Manager, Canada Life Asset Management. He offers his perspective on the opportunities in midcap, finding ways to avoid exposure to a weaker dollar in 2023, and the long-term investment opportunities on his radar.

End Of Year Podcast 2022

In this episode of the Money Marketing podcast, the editorial team reflects on the crazy year 2022 has been – both in financial services and in the wider world. We talk about what we’ve achieved professionally and personally, both individually and as a team. We also give you a sneak peak at what to look out for next year. As well as our own personal resolutions for the New Year.

In Conversation With...Benjamin Beck, Independent Financial Adviser, Integrity365

From serving in the British Army to qualifying as an independent financial adviser, Benjamin Beck shares his story with Kimberley Dondo and explains the importance of mentorship in the industry. Listen now.

In Conversation With...Charlie White-Thomson, CEO, Saxo UK

In the new episode of In Conversation With, Charlie White-Thomson, CEO, Saxo UK joins Kimberley Dondo to discuss how can we tame inflation given policy failures and a generation with a skewed sense of risk.

The flawed concept of social care

In his latest Weekend Essay, acting editor, Michael Klimes shares his emotional account of the flaws within the social care system.

In Conversation with...Luiza Todd, Founding Director, Bespoke Training Solutions

Luiza Todd, Founding Director of Bespoke Training Solutions joins Kimberley Dondo in the latest episode of In Conversation With. They discuss how BTS supports aspiring advisers to pass their exams and how different skill sets lend themselves to financial services. Listen now.

In Conversation with...Dan Kemp, Global Chief Investment Officer at Morningstar Investment Management

In the latest episode of In Conversation With, Dan Kemp, Global Chief Investment Officer at Morningstar Investment Management, joins Kimberley Dondo. They discuss the challenges investors faced in 2022 and what opportunities investors may find in 2023.

In Conversation with...Karis Stander, Managing Director, Investment 20/20

Karis Stander, Managing Director at Investment 20/20 joins Kimberley Dondo to discuss the approach they have taken to attracting and developing young talent within the investment and wealth management industry and how this could be applicable across financial services.

Taking the academy route to becoming an adviser

St James’ Place launched its academy in 2012, after a pilot period.
Since then, more than 1,000 budding advisers have been welcomed through its doors, with 844 still part of the SJP network today.
While some have gone on to work within an existing practice, the academy has also led to the creation of 658 new SJP adviser businesses across England, Scotland, Wales and Northern Ireland.
Those qualifying through the academy come from all walks of life, with many seeking a second career, either coming from a financial services background or from a quite different discipline, while others join following higher education.
The academy has welcomed 66 ex-professional sports players and 29 with a military background. The average age of those graduating over the ten-year period is 34, compared with the industry average age of 57 for advisers.
In this episode of the Money Marketing podcast, chief reporter Lois Vallely chats to Andy Payne – head of the academy – and four graduates: Ovie Onomakpome, Marta Derpenska, Molly 0’Donnell, and Jack Benton.