The Money Marketing Podcast

Is access to information always good for advice?

We are living in the age of information which can be powerful and enlightening but, news editor, Michael Klimes asks "Is access to information always good for advice?"

Building a ‘tech stack’

In her latest Weekend Essay, feature writer Amanda Newman Smith discusses the difficulties of navigating the world of technology and how that can affect advisers.
 

My first year at Money Marketing

Reporter, Jean-Baptiste Andrieux gives his personal account of his first year working in financial journalism and at Money Marketing. 

Month in Review - March 2022

With all the anticipation of the Spring Statement and several other stories across the industry, the editorial team at Money Marketing discusses the articles that stood out to them and give the audience a little sneak peek into the April 2022 issue.

A reflection on ESG

In his latest Weekend Essay, reporter Jean-Baptiste Andrieux reflects on ESG and its future for investors

Her Future Bright Series - Progeny, Head of Training and Competence, Sarika Dhanjal

In association with Money Marketing, host of Her Future Bright Podcast, independent financial adviser, Chanelle Pattinson is joined by Sarika Dhanjal, Progeny, Head of Training and Competence.
Sarika joined Progeny as the Head of Training and Competence in July 2021, with responsibility for driving clear, strategic learning and development pathways and supporting the next generation of professionals within the Progeny Academy, as well as holding responsibility for the delivery of Progeny’s training and competence scheme.  Having previously worked at adviser support group, Tenet, as the Head of Training and Mentoring, Sarika boasts a wealth of experience supporting new advisers through their induction and learning journey.
A computer science graduate, Sarika started her financial services career in the banking sector and is QCF Level 4 and CeMap qualified. In her spare time, she enjoys travelling, eating out and spending time with her two young children.
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 Sarika at: LinkedIn
Chanelle Pattinson was previously featured at Money Marketing Interactive on our Financial Adviser 2B panel.
Register below for our upcoming events:
 

Does fertility and finance need to be awkward?

Conversations about fertility can be awkward, especially when those conversations involve finances. In her latest Weekend Essay, feature writer Amanda Newman-Smith examines how financial advisers can address having these conversations with clients.

Her Future Bright Series - Founder of Rainchq, Davinia Tomlinson

In association with Money Marketing, host of Her Future Bright Podcast, independent financial adviser, Chanelle Pattinson is joined by Founder of Rainchq, Davinia Tomlinson.
Davinia is the award-winning founder of rainchq, a business she set up to help women take control of their financial futures. She has over 15 years of experience across the investment management and professional services industries including roles at Fidelity Investments and PwC.Davinia has a First Class Honours degree from Aston University, an Executive MBA from Cass Business School, and holds the Investment Management Certificate (IMC).Outside of rainchq, Davinia is a Trustee at Talawa Theatre company, established more than 30 years ago to improve diversity in the arts. She has two young daughters and splits her time between London and the Caribbean.
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 Davinia at:www.rainchq.comInstagram
 
Chanelle Pattinson was previously featured at Money Marketing Interactive on our Financial Adviser 2B panel.
Register below for our upcoming events:
 
 
 
 

To be (Chartered) or not to be (Chartered)?

Becoming chartered is not an easy road, but the sense of achievement at the end is exhilarating. In this episode of the Money Marketing podcast, chief reporter Lois Vallely chats with two of the winners of the St James’ Place Chartered Awards – Nicola Crosbie and Tony Anderson – to find out why they took this road, and why they would definitely recommend it to others.

Addressing basic financial needs

Addressing your own basic financial needs can be complex, reporter Jean-Baptiste Andrieux finds in his latest Weekend essay.