The Money Marketing Podcast

In Conversation With…Kevin Tse

Kevin Tse, Chartered Financial Planner at Robson Lister Wealth Management shares his journey from Mortgage Adviser to Finacial Planner in this week's In Conversation With, with Kimberley Dondo. Listen to the latest episode now.

Adviser support options series – The value of being part of a network

In the first episode of our networks podcast series – in association with Tenet Group – Lois Vallely, chief reporter at Money Marketing, and Steve Jones, managing director of Tenet’s Adviser network, talk about the value of being part of a network. We’ll also look at how increasing regulatory scrutiny is impacting networks.

How the financial landscape changed during Queen Elizabeth’s reign

On 8 September 2022, Her Majesty Queen Elizabeth II sadly died at the age of 96, plunging the country, and the world, into a new era. For most of us, she has been the only monarch we’ve ever known. She’s been a constant in the post since before even many of our parents were born. For this week’s Weekend Essay, the Money Marketing team looks at how the financial landscape changed during Queen Elizabeth’s reign.

In Conversation With…Lottie Kent

In the latest episode of In Conversation With..., digital content manager, Kimberley Dondo speaks to the Director of True Financial Design, Lottie Kent. She shares how she helps women navigate their finances, pre, during and after divorce and the benefits of choosing a niche in financial advice.

Financial Wellbeing Series – Spreading the word about wellbeing

As the cost-of-living crisis continues to affect millions of people, even the mid-affluent, financial wellbeing has arguably never been more important.
In this special episode of the Money Marketing podcast, chief reporter Lois Vallely chats to IFW founder and chair Chris Budd and vice chair Ruth Sturkey about what financial wellbeing means and why it is so important, and how a new branch of “philanthropic planning” is emerging.
The IFW – a not-for-profit group for financial advisers and planners who want to improve their clients’ wellbeing as well as wealth – was granted ‘Institute’ status by the business secretary on 31 August.
­­­Chris Budd will be speaking at Money Marketing Interactive London at etc.venues, 133 Houndsditch on 29 September, where he will explore what financial wellbeing really is and the opportunity it presents for advisers.

Should advisers talk politics with clients?

In his latest Weekend Essay, Jean-Baptiste Andrieux asks if advisers should be transparent about their political views with their clients in light of the Consumer Duty.
 

In Conversation With…James Taylor

In the latest episode of In Conversation With..., digital content manager, Kimberley Dondo speaks to the Managing Director of Taylor Financial Management, James Taylor. He talks about his transition from corporate banking to financial advice and how that influenced him in his career.

In Conversation With…Chanelle Pattinson

In the latest episode of In Conversation With..., digital content manager, Kimberley Dondo speaks to Chartered Financial Planner, Co-Founder of Money Means, and Podcast Host of Her Future Bright, Chanelle Pattinson. They discuss her inevitable career in financial services and how being relatable is the answer to attracting new clients and aspiring advisers.
 

Month in Review - August 2022

The Money Marketing editorial team discusses winning the B2B Title of the Year at the Headline Money Awards, exciting stories they have covered in August, and what to look forward to in the upcoming September issue.

A reflection on annuities

In his latest Weekend Essay, reporter Jean-Baptiste Andrieux looks at his retirement options in a reflection on annuities.