The Money Marketing Podcast

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.

In Conversation With…Tanya Ibberson

Tanya Ibberson, The Financial WingWoman is on a mission to take the fear out of finances. She discusses the opportunities financial coaching can have with Kimberley Dondo in our latest podcast.

Is divorce just another financial risk?

In her latest Weekend Essay, feature writer, Amanda Newman Smith asks Is divorce just another financial risk?
 

In Conversation With… Emma Prince

Emma Prince, Financial Planning Consultant at Quilter Financial Advisers took the plunge in the midst of the lockdown and chose to pursue a career in financial advice. Listen to the podcast as she details her progress in financial services with Kimberley Dondo, Digital Content Manager.