The Money Marketing Podcast

Her Future Bright Series - Aspiring Financial Planner, Kate Evans

In association with Money Marketing, host of Her Future Bright Podcast, independent financial adviser, Chanelle Pattinson is joined by Aspiring Financial Planner, Kate Evans.
After spending years dreading Monday mornings and mumbling a standard ‘yeah, it’s ok thanks’ to anyone who asked about work, Kate decided enough was enough and finally did something about it. That it, was a complete career change into the world of Financial Planning. As an aspiring Financial Planner, you’ll find her currently honing her attention to detail and ability to focus as a Paraplanner at Lucent Financial Planning. 12 months in, if you ask her about work, you’ll see a sparkle in her eye before she launches into how much she’s loving what she does!  If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes.
Join the community, on Instagram - @herfuturebright
Connect with Kate on Linkedin. 
Chanelle Pattinson was previously featured at Money Marketing Interactive on our Financial Adviser 2B panel.
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How fair is the three strikes rule for income protection

The three-strikes rule for income protection (IP) is a little talked about subject in the protection sector. Reporter, Momodou Musa Touray explores how unfair this rule can be in his latest Weekend Essay podcast.

Her Future Bright Series -Financial Journalist, Sonia Rach

In association with Money Marketing, host of Her Future Bright Podcast, independent financial adviser, Chanelle Pattinson is joined by financial journalist and Money Marketing alumni, Sonia Rach.
Sonia Rach is a seasoned financial journalist who is currently sitting exams towards the CII’s Diploma in Regulated Financial Planning. Since joining the world of financial journalism in 2017, Sonia has worked at various trade press titles including Money Marketing. Prior to this, she spent three years in HR journalism where her interest in finance first sparked after she began writing about pensions and auto-enrolment. Sonia’s career in journalism commenced after she completed an undergraduate degree in English Literature with Journalism from the University of Hertfordshire and an exchange programme at Stony Brook University in Long Island, New York. If you enjoyed the episode, please do share it and leave a review. Make sure you subscribe to keep up to date with the latest episodes.
Join the community, on Instagram - @herfuturebright
Connect with Sonia at: LinkedIn, Instagram
Chanelle Pattinson was previously featured at Money Marketing Interactive on our Financial Adviser 2B panel.
Register below for our upcoming events:
  

Podcast: Month in Review - February 2022

Moving swiftly through the shortest month in the year with some great stories and exclusives, the editorial team at Money Marketing discusses the articles that stood out to them and give the audience a little sneak peek into the March 2022 issue.

The pain of advice not taken

In his latest Weekend Essay, news editor, Michael Klimes gives some insight into the painful outcomes that not taking financial advice can have.

Her Future Bright Series - Managing Director of The Mortgage Girl, Samantha Bickford

In association with Money Marketing, host of Her Future Bright Podcast, independent financial adviser, Chanelle Pattinson is joined by the Managing Director of The Mortgage Girl, Samantha Bickford.
Samantha Bickford has substantial experience in the area. Sami, as a young female in the industry, became increasingly surprised by the lack of women breaking through into the industry to start a career in financial services. Sami felt there was a big gap in the market for a modern mortgage and equity release company with a point of difference. Sami is driven to make positive changes in the industry through the establishment of the two brands, whilst also providing excellent, client-focused service through empowerment, education, and support, our business ethos. If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes.
Join the community, on Instagram - @herfuturebright
Connect with Samantha at: LinkedIn, Instagram, themortgagegirl.co.uk 
Chanelle Pattinson was previously featured at Money Marketing Interactive on our Financial Adviser 2B panel.
Register below for our upcoming events:
 

Protection & Wellbeing Series: Advised Protection Products

In this final episode, editor at Money Marketing, Katey Pigden is joined by Christina Rigby, product owner at Royal London, Gary Gavrilovic, director at City Mortgage Solutions and Adam Higgs, head of research at Protection Guru to discuss the advantages for clients in choosing to buy advised protection products rather than direct offerings.
They'll also look at why plans which include meaningful and tangible extras can also help bolster protection conversations and provide compelling reasons to recommend certain protection products and providers to your clients.
Catch up on all the episodes from the Protection & Wellbeing Series in association with Royal London.

Why confidentiality around wellbeing is a double-edged sword

Confidentiality is important but in her latest Weekend Essay, feature writer, Amanda Newman-Smith examines how confidentiality around wellbeing could have its setbacks.

Her Future Bright Series - Founder of This Girl Invests, Prerna Khemlani

In association with Money Marketing, host of Her Future Bright Podcast, independent financial adviser, Chanelle Pattinson is joined by the founder of This Girl Invests, Prerna Khemlani.
Khemlani ACA is a qualified chartered accountant, a Finance Manager at Coca-Cola Europacific Partners, and a One Young World Ambassador. This Girl Invests which has been featured on Glamour UK and Cosmopolitan UK. This Girl Invests’ mission is to help reduce the gender investment gap by using education as a tool to empower women to invest and to feel #financiallyconfident. This is achieved by creating simplified (jargon-free) personal finance & investment content, online courses, and webinars.
Prerna also raises awareness by delivering corporate & university talks to a wide range of investors, a few client examples include multinational swiss pharmaceutical Roche, UC Santa Barbara & The Junior League of Charlotte.If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes.
Join the community, on Instagram - @herfuturebright
Connect with Prerna at: www.thisgirlinvests.co.uk and Instagram
Chanelle Pattinson was previously featured at Money Marketing Interactive on our Financial Adviser 2B panel.
Register below for our upcoming events:
 

Protection & Wellbeing Series: The value of quality Mental Health services

Editor at Money Marketing, Katey Pigden is joined by Christina Rigby, Product Owner at Royal London and Simon Jay, CCO at Thrive: Mental Wellbeing to discuss why having access to good quality, early care mental health service is key to providing a well-rounded support package with advised protection.