The Money Marketing Podcast

In Conversation With... Tom Hegarty, managing director, M&G Wealth Advice

In this episode of In Conversation With… M&G Wealth Advice managing director Tom Hegarty and Money Marketing chief reporter Lois Vallely talk about the sharp decline in the number of UK financial advisers, from over 200,000 in the 1980s to just over 31,000 today.
To address these challenges, Hegarty highlights several initiatives aimed at attracting new talent to the profession. He discusses the role of academies and apprenticeships, as well as initiatives like Future Financial Adviser and the New Talent Alliance, in providing training and development opportunities for aspiring financial advisers.
He also stresses the importance of maintaining professionalism and integrity within the sector to enhance its reputation and appeal to new entrants.

Nurturing the Next Generation: Insights from SJP's Financial Adviser Academy

Join us for a special episode of the Money Marketing Podcast as we delve into the world of adviser development with Gee Footit, Senior Manager - Partnerships at St. James's Place Financial Adviser Academy, the proud winners of the 'Best Adviser Academy' award at the 2023 Money Marketing Awards. Discover the secrets behind their success, gain insights into their innovative curriculum and mentorship programs, and explore the future of financial advice with this inspiring conversation. Tune in to learn how the St. James's Place Financial Adviser Academy is shaping the next generation of financial advisers and empowering them to make a positive difference in the lives of their clients.
 
Don't forget to book your table for the 2024 Money Marketing Awards! Join us in celebrating excellence in the financial advice profession and connect with the industry's leading lights.

Weekend Essay: Is Oasis really mad for it?

In this Weekend Essay, Tom Browne takes a nostalgic yet cynical look at the Oasis reunion, questioning the motives behind it and whether the band can recapture their former glory. Join us as we delve into the complexities of Britpop nostalgia, the economics of reunions, and the unanswered questions surrounding this highly anticipated comeback. Can Oasis still deliver the magic, or is this just a cynical cash grab? Tune in to find out!

In Conversation With... James Wallis: From Incubator to Entrepreneur

In this episode of In Conversation With..., embark on an inspiring journey with host Kimberley Dondo and guest James Wallis, Founder & Chartered Financial Planner at Aristotle Financial Planning as he shares his transformation from financial professional to successful entrepreneur. Discover the key moments that ignited his passion for starting his own firm, the invaluable support he received from The Verve Foundation's Adviser Incubator, and the practical strategies he implemented to navigate the challenges of entrepreneurship.

True Potential's Award-Winning Retirement Strategies

In this special episode of the Money Marketing podcast, we sit down with Jamie Sexton, Director of Client Servicing at True Potential, the proud recipient of the Best Retirement Advice Firm award at the 2023 Money Marketing Awards. Discover the secrets behind their client-centric approach, innovative strategies, and commitment to empowering retirees to achieve their financial dreams. Gain valuable insights into industry trends, the future of retirement planning, and the importance of building strong partnerships with clients. Whether you're an industry professional or an individual planning for your own retirement, this episode is packed with actionable advice and inspiration. Tune in and learn from the best in the business:
 
And don't forget to mark your calendars for the 2024 Money Marketing Awards! Book your table now and be part of the celebration of excellence in the financial services industry.

Weekend Essay: We’re not going on a… summer holiday

In his Weekend’s Essay, Dan Cooper takes a hard look at the reality of summer holidays in 2024. With skyrocketing costs and post-Covid price hikes, many families are finding that a sunny getaway is simply out of reach. Dan questions the fairness of rising fines for term-time absences while holiday providers continue to push prices higher. Is it time to rethink the way we approach family holidays? Tune in now: 

In Conversation With... Cathy Brennan: Building a Financial Firm with Vision and Support

In this In Conversation With... episode, Kimberley Dondo as she talks with Cathy Brennan, Senior Financial Planner at Knightsbridge Wealth Management, about her transition from adviser to business owner. Cathy shares her experiences with The Verve Foundation's Adviser Incubator and discusses the importance of setting boundaries with herself and clients, embracing authenticity, and finding her niche. Listen now:

Award-Winning Strategies: Scott Daniels on Leading Paraplanning Innovations

Join us on this episode of The Money Marketing Awards Podcast as we chat with Scott Daniels, Co-Founder of PLUS Group, about their award-winning paraplanning service. Discover what sets their service apart, how they deliver exceptional value to financial advisors, and their insights on future industry trends. Tune in to hear Scott’s thoughts on industry awards, technology adoption, and how they’re shaping the future of paraplanning.
 
Don't miss this year's awards and book your table now!

Weekend Essay: When ‘what’s mine is yours’ goes wrong

In her Weekend Essay, Kimberley Dondo delves into a cautionary tale from Reddit about how one couple’s financial secrets nearly derailed their future. Discover why open communication and professional advice are essential in relationships, especially when money is involved.
Listen now: Weekend Essay: When ‘what’s mine is yours’ goes wrong.
 

In Conversation With... Oli Brown: Unlocking Growth Opportunities in the UK

In this episode of In Conversation With..., host Kimberley Dondo sits down with Oli Brown, Investment Director at RC Brown Investment Management, to explore why the UK market is entering a prime period for investment. They discuss the resurgence of IPOs and fundraising, the potential growth in the AIM market, and how investors can leverage these opportunities for long-term gains. Oli also shares insights on inheritance tax planning and how advisors can guide their clients in navigating this dynamic landscape.