The Money Marketing Podcast – Details, episodes & analysis

Podcast details

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The Money Marketing Podcast

moneymarketing

News

Frequency: 1 episode/5d. Total Eps: 101

Get the latest news, views, and expert analysis as the Money Marketing team speaks to leading guests about the industry’s hot topics.

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Apple Podcasts

🇬🇧 Great Britain - businessNews
27/08/2026
#99
🇬🇧 Great Britain - businessNews
26/08/2026
#68
🇬🇧 Great Britain - businessNews
25/08/2026
#46
🇬🇧 Great Britain - businessNews
14/08/2026
#85

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Score global : 37%

Publication history

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

Episode 438

Monday, September 2, 2024 • Duration 25:51

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.

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Weekend Essay: Is Oasis really mad for it?

Episode 437

Friday, August 30, 2024 • Duration 06:55

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!

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Weekend Essay: The subtle art of naming funds

Episode 428

Friday, August 9, 2024 • Duration 06:52

In this Weekend Essay episode, Lois Vallely delves into the often overlooked world of fund naming. Inspired by her childhood love of naming pets, she contrasts the creativity in naming animals with the rigid, sometimes dull world of investment fund names. Vallely explores why fund names are often so plain, the role they play in investor decisions, and whether a touch of creativity could benefit—or confuse—the financial world. Tune in to discover why naming a fund might not be as fun as naming your cat, but is just as important.

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In Conversation With... Phil Bray: Transforming Client Engagement

Episode 427

Wednesday, August 7, 2024 • Duration 32:53

In this episode of "In Conversation With...", host Kimberley Dondo sits down with Phil Bray, Founder and Director of The Yardstick Agency. With nearly three decades in the financial services industry, Phil shares insights from his career journey, exploring how his diverse roles have shaped his understanding of the challenges and opportunities facing financial advisors today.

Phil discusses significant industry changes in marketing and client engagement, strategies for leveraging digital tools, and common marketing misconceptions. He also addresses current trends, including the impact of new regulations, technologies, and client expectations, as well as the cost-of-living crisis. Phil offers valuable advice on incorporating financial well-being into practices and differentiating human advisors in the age of robo-advisors and AI. Tune in for an insightful conversation blending industry expertise with practical advice.

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MM Talks Episode 2: Navigating Consumer Duty, Political Shifts, and Financial Well-being

Episode 426

Monday, August 5, 2024 • Duration 35:06

Join us for a jam-packed episode of MM Talks with Kimberley Dondo and Lois Vallely. We'll dissect the Consumer Duty's impact on financial advisors, break down the financial implications of Labour's recent win, and explore the latest industry trends. Plus, get valuable tips on managing financial stress and boosting well-being. Don't miss our "Financial Fails" segment for a laugh!

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Weekend Essay: Reflections on the death of a parent

Episode 425

Friday, August 2, 2024 • Duration 06:29

In this heartfelt essay, Amanda Newman Smith reflects on the profound impact of losing her father 20 years ago, coinciding with the anniversary of Green Day's album "American Idiot." She shares her emotional journey through grief, the unexpected ways it shaped her life, and the importance of emotional support and financial planning during such times. Amanda discusses how her stepdad brought new experiences to her and her mother, the complexities of family dynamics after a loss, and the critical role advisers play in guiding clients through bereavement. Tune in now:

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

Episode 436

Wednesday, August 28, 2024 • Duration 28:01

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.

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True Potential's Award-Winning Retirement Strategies

Episode 434

Monday, August 26, 2024 • Duration 23:09

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.

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

Episode 435

Friday, August 23, 2024 • Duration 08:22

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:

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

Episode 433

Wednesday, August 21, 2024 • Duration 39:55

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:

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The Money Marketing Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

The Money Marketing Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Shared links between episodes and podcasts

Other74

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Other74

Apple Podcasts

Spotify