The Money Marketing Podcast

In Conversation With…Tom Henshaw

In the latest episode of In Conversation With, Kimberley Dondo is joined byChartered Financial Planner, Bowmore Wealth Group, Tom Henshaw. They discuss the process of inheriting clients and what is necessary to attract new talent.

Market trends series – Retirement planning 101

In the final episode, Lois Vallely, chief reporter at Money Marketing, and Colin Simmons, business development manager at Pru, talk about retirement planning. We look at some of the different ways a client in decumulation can take an income, as well as top tips for accumulation against the backdrop of the current economic uncertainty and cost of living crisis.

Why I’ve warmed to digital and hybrid advice

In her latest Weekend Essay, feature writer, Amanda Newman Smith explains how her stance on digital and hybrid advice has evolved.
 

In Conversation With…Katie Burgess

Katie Burgess is a money mentor at Women's Wealth specialising in advising women to attain financial independence and security. She talks to Kimberley Dondo in the latest In Conversation With episode, about the different approaches taken when advising women. Listen below:
 

Market trends series – Smoothing in a volatile climate

In the second episode, Lois Vallely, chief reporter at Money Marketing, and Cat McInally, business development manager at Pru, explore investment smoothing and smoothed funds, and how they can be used to reduce volatility in a rocky economic climate. We also explore some of the misconceptions about the smoothing process.

How close should financial advisers be to their clients?

In her latest Weekend Essay, digital content manager, Kimberley Dondo asks How close should financial advisers be to their clients?
 

In Conversation With…Ben Stebbings

From professional cricketer to a financial planner, Ben Stebbings, Financial Planner at Unity Wealth Management speaks to Kimberley Dondo about his transition into financial services during unprecedented times as well as why a holistic approach to financial planning is essential for clients.

Podcast: Month in Review - September 2022

The Money Marketing editorial has had a busy September. They sit down to discuss Money Marketing's flagship conference MMI London and the Money Marketing Awards. the fallout of the Mini-Budget, and what to look forward to in the upcoming October issue.

Adviser support options series – Becoming a registered individual in an established brand

In the final episode, Michael Klimes, acting editor at Money Marketing, speaks to Amanda Ford, managing director of Tenet Financial Services, about how advisers can reach their potential as a self-employed adviser. We’ll also look at what attracts advisers to this lesser-known route.

Market trends series – Key considerations for platforms

In the first episode, Lois Vallely, chief reporter at Money Marketing, and John Allen, institutional development director at M&G Wealth, look at some of the key trends we are seeing in the market and how they are affecting platforms.