The Money Marketing Podcast

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.

Would a cooler image benefit the advice profession?

In her latest Weekend Essay, feature writer, Amanda Newman-Smith asks would a cooler image attract more young people into the advice profession?

Her Future Bright Series - Eleanor Eason

In association with Money Marketing, host of Her Future Bright Podcast, Independent Financial Adviser, Chanelle Pattinson talks to Eleanor Eason a portfolio manager at a UK bank, looking after clients' investment portfolios.
 
She has a passion for educating others on investments and is determined to close the many gender financial gaps that exist here in the UK today. This led her to start up @sqhermile which is an Instagram page dedicated to making money management simple. Having worked in finance for the last eight years, she has seen the world change from a heavily male-dominated world, largely unaccepting of females to one where females are welcomed and encouraged to shine. It’s expected that 56% of the UK’s wealth is expected to be female by 2025… the industry serving these clients needs to be the same.Join the community, on Instagram - @herfuturebrightConnect with Eleanor at:https://www.instagram.com/sqhermile/

Protection & Wellbeing Series: The importance of providing access to day-to-day wellbeing

In the third episode of our wellbeing series, editor, Katey Pigden chats with Christina Rigby, Product Owner at Royal London, and Ian Prangley, Managing Director at TrackActiveMe, about the impact that common musculoskeletal problems can have on a person's everyday life and ability to work.
They also discuss the importance of providing access to day-to-day wellbeing and recovery support services within a protection plan. Royal London’s Helping Hand support service includes access for the plan owner to a range of online wellbeing services – among them TrackActiveMe, which can provide personal support to help improve customers' physical health.

Do we need more financial therapists?

In her latest Weekend Essay, Chief Reporter, Lois Vallely asks if we need more financial therapists to guide clients to make better choices.