100 episodes

The latest news, views and expert analysis as the Money Marketing team are joined by leading industry guests.

The Money Marketing Podcast moneymarketing

    • News

The latest news, views and expert analysis as the Money Marketing team are joined by leading industry guests.

    Weekend Essay: Why I think an adviser should apply to The Apprentice

    Weekend Essay: Why I think an adviser should apply to The Apprentice

    In his Weekend Essay, Darius McQuaid highlights the absence of financial advisers on BBC One's The Apprentice, suggesting they possess the skills needed to excel on the show. He encourages advisers to consider applying for future series, envisioning a potential intersection between advisers and the show. Listen now:
     

    • 5 min
    In Conversation With... Ian Lance, co-fund manager, Temple Bar

    In Conversation With... Ian Lance, co-fund manager, Temple Bar

    In this episode of "In Conversation With," Kimberley Dondo sits down with Ian Lance, co-fund manager at Temple Bar, to explore the evolving dynamics of the financial market. They discuss lessons learned from companies like NEXT, the shifting strategies for asset allocation in response to economic changes, the evolving perceptions of share buybacks, and the transformed risks associated with acquisitions. Ian also shares insights into resilient cyclical stocks and advises financial advisers on adapting their strategies to identify undervalued opportunities in the current economic climate.

    • 21 min
    Weekend Essay: Keeping those wedding costs in check

    Weekend Essay: Keeping those wedding costs in check

    In his Weekend Essay, editor Tom Browne discusses the changing dynamics of marriage in light of rising costs. With weddings becoming increasingly expensive, many couples are opting to prioritize other life goals, like buying a house. Browne shares insights into the financial challenges faced by couples today, highlighting the tough decisions many must make. Listen now:
     

    • 5 min
    In Conversation With... Macey Greenall, Financial Adviser at Key Financial Wealth Management

    In Conversation With... Macey Greenall, Financial Adviser at Key Financial Wealth Management

    In this episode of "In Conversation With," host Kimberley Dondo sits down with Macey Greenall, Financial Adviser at Key Financial Wealth Management, about financial planning for athletes and broader financial advice. They discuss challenges athletes face, tailoring advice for high-earning athletes, and providing practical solutions for diverse clients. Macey also shares insights into the rewarding aspects of being a financial advisor and the benefits of being an appointed representative of St. James's Place. Tune in for valuable insights into niche market specialisation and trends in financial advice.

    • 31 min
    Pensions & Protection Podcast: Navigating Financial Priorities

    Pensions & Protection Podcast: Navigating Financial Priorities

    Royal London’s Jamie Jenkins (Policy, Communications and External Affairs Director) is joined by Clare Moffat (Head of Technical and Marketing Compliance) from Royal London, Mike Barret from The Lang Cat, and Ben Alcock from Continuum, as they discuss Royal London’s latest research “The Meaning of Value”. Looking into what consumer’s value, how they define it and what’s important to them in the decision-making process. The report also explores adviser’s opinions and what they believe their clients value from them.

    • 42 min
    Weekend Essay: What financial advice can learn from WWE

    Weekend Essay: What financial advice can learn from WWE

    In her Weekend Essay, Kimberley Dondo uncovers surprising parallels between WWE and financial advice. From embracing spectacle to strategic planning and building trust, she reveals how advisers can learn from the world of wrestling to elevate their practice and guide clients to financial success.

    • 6 min

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