The Money Marketing Podcast

When social care gets personal

In his latest Weekend Essay, Michael Klimes shares his heartfelt account on the UK's social care system

In Conversation With… Jade Shelton

From an aspiring PE teacher to now being a Trainee Financial Planner, Jade Shelton from Proposito Financial Planning has spent 9 years in financial services. Listen as she shares her thoughts with Kimberley Dondo, Digital Content manager on finding herself on this career path and her advice for other aspiring advisers.

Are financial advisers ready for Generation Alpha?

As Bob Dylan once said 'The Times They Are A-Changin' and financial advisers need to be prepared for incoming Generation Alpha, Momodou Musa Touray states in his Weekend Essay.

In Conversation With...Rory Albon

In the latest episode of In Conversation With, Digital Content Manager, Kimberley Dondo speaks to Rory Albon, Assistant Financial Planner at Lyndhurst Financial Management. Detailing his transition from Amazon to paraplanner and now financial planner, Rory also shares his thoughts on financial coaching and attracting the next generation of advisers.

Podcast: Month in Review - July 2022

The Money Marketing editorial team discusses the tumultuous events of July, interesting interactions with the Pensions Minister and our readers as well as what to look forward to in the upcoming August issue.

When does it become interesting to take a new client onboard?

Reporter, Jean-Baptiste Andrieux delves into the contentious topic of advisers and the clients they decide to onboard in his latest Weekend Essay podcast.

Financial Wellbeing Series – Improving Financial Wellbeing

At a time when the cost of living is at an all-time high, and people are increasingly worried about making ends meet, financial wellbeing has arguably never been more important. And advisers have a huge role to play in helping people feel more secure and happy about their money.
The Initiative for Financial Wellbeing (IFW) – a not-for-profit group for financial advisers and planners who want to improve their clients’ wellbeing as well as wealth – recently held its annual conference, which focussed on just this.
In this Money Marketing podcast mini-series, chief reporter Lois Vallely speaks to three of the keynote speakers.
In the final episode, Rohan Sivajoti – co-founder of NextGen Planners – highlights how important it is that advisers try to help improve the wellbeing of everyone in society, not just the richest

In Conversation With...Emmanuel Asuquo

Emmanuel Asuquo is a veteran financial adviser and media personality. His motivation stems from his dedication to helping everyday people, leading him to be dubbed financial adviser to the nation. Listen to the latest podcast as Digital Content Manager, Kimberley Dondo discusses his journey through financial services, what drives his passion for helping others with their finances and where he sees the industry progressing.
 

Does evening up the score undermine diversity and inclusion?

In her latest Weekend Essay podcast, feature writer, Amanda Newman Smith asks Does evening up the score undermine diversity and inclusion? 

Consumer Duty Series - Multi-cover Protection Plans

In the last episode, Amanda Newman Smith feature writer at Money Marketing, and Gregor Sked, Intermediary Development & Technical Manager from Royal London, discuss how multi-cover protection plans can help advisers satisfy the new Consumer Duty. We’ll also look at how these plans can be tailored to meet clients’ needs and budgets – which is particularly important given the current cost of living crisis.