The Money Marketing Podcast

In Conversation With…Tessa Lee, Managing Director, moneyinfo

In the latest episode of In Conversation With, Tessa Lee, managing director of Moneyinfo, speaks to chief reporter Lois Vallely about the huge shift we are seeing in how advisory firms are using technology, and the move towards a hybrid advice model. Lee also talks about her background in fintech, and how she rose up the ranks at Moneyinfo.
 

In Conversation With… Lawrence Bearman, IFA, Ablestoke Wealth Management

In the new episode of In Conversation With, Lawrence Bearman, IFA, Ablestoke Wealth Management joins Kimberley Dondo. Bearman shares his experience of transitioning from university intern to IFA  and how a support system as a new adviser adds value to the service they provide.

Why holding onto staff is not just about money

In her latest Weekend Essay, feature writer, Amanda Newman Smith explains the importance of understanding employees' needs and why holding onto staff isn't just about the money.

In Conversation With...Tamsin Draper, Paraplanner, Inshore Independent Financial Advisers

In the new episode of In Conversation With, Tamsin Draper joins Kimberley Dondo. They speak on how financial planning can modernise and what holistic financial planning means to her.

Should you stay or should you go?

In his latest Weekend Essay, reporter, Jean-Baptiste Andrieux details the tumultuous relationship and possible fallout of the PFS and it's parent body the CII.

In Conversation With...Carla Langley, Owner & founder, Langley Consultancy

Carla Langley, Owner & founder, Langley Consultancy joins Kimberley Dondo to discuss regulation and common mistakes businesses make with their compliance. They also discuss what effect Consumer Duty will have on business.

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.