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The Money Marketing Podcast

moneymarketing
Financial Services
Financial Advice
Financial Planning
Pensions
Financial Advisors
Royal London
Consumer Duty
Investment Strategies
Inheritance Tax
Wealth Management
Artificial Intelligence
Covid-19
Verve Foundation
Bereavement Support
Retirement Planning
Income Protection
Technology
Entrepreneurship
Money Marketing Awards
Financial Services Industry

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

PublishesTwice monthlyEpisodes101Founded6 years ago
Number of ListenersCategories
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Artwork for The Money Marketing Podcast

Latest Episodes

Kimberley Dondo explores the core findings of CIExpert’s Critical Thinking 2026 report, sponsored by Royal London. Joined by Gregor Sked (Royal London) and Paul Roberts (CIExpert), this episode tackles the realities of the advice gap, whether traditi... more

Kimberly Dondo speaks with Emma Boardwell, founder of Emotional Finance, and Tom Brown about Emma’s move from psychotherapy into financial advice and her mission to bring emotional literacy into the industry.

They discuss the emotional labour advise... more

In this episode, Kimberley Dondo is joined by Ilana Miller from Royal London about centralised retirement propositions (CRPs): what they are, why firms are adopting them, and how Royal London published a fully worked, editable example to help firms c... more

Hayley Rabbets joins MM Talks to introduce Evergreen, a Calton-backed initiative designed to support the full lifecycle of financial planners, from training and early careers through business growth and succession planning.

She discusses practical s... more

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Recent Guests

Paul Roberts
Propositions and Distribution Director at CIExpert
CIExpert
Episode: Money Talks: Closing the Income Protection advice gap
Gregor Sked
Senior Technical Manager at Royal London
Royal London
Episode: Money Talks: Closing the Income Protection advice gap
Emma Boardwell
Founder of Emotional Finance
Emotional Finance
Episode: MM Talks: The hidden emotional labour of financial advice with Emma Boardwell
Shelley Read
Senior Protection Technical Manager
Royal London
Episode: Money Talks: Economic Abuse
Cathi Harrison
CEO of Verve and Verve Foundation
Verve and Verve Foundation
Episode: MM Talks: Tackling the talent pipeline and the future of advice with Cathi Harrison
Andy Brown
Head of fund solutions at Standard Life
Standard Life
Episode: The Advice Shift | Episode 2: Why Complex Formulas Fail Clients
Mark Baldwin
Head of Smooth Managed Funds
Standard Life
Episode: The Advice Shift | Episode 2: Why Complex Formulas Fail Clients
Jim Islam
CEO of OneFamily, which is focused on financial mutual services and customer engagement.
OneFamily
Episode: MM Talks: D&I in Financial Services – Beyond the Tick-Box
Rowan Whittington
Director of Product at Dynamic Planner, focused on advice technology and customer engagement.
Dynamic Planner
Episode: MM Talks: D&I in Financial Services – Beyond the Tick-Box

Hosts

Kimberly Dondo
Host with multiple episodes; Digital Content Manager in Money Marketing lineage; associated with MM Talks and Money Talks
Dan Cooper
News Editor and co-host across MM Talks-related content

Reviews

4.4 out of 5 stars from 8 ratings
  • Speaker phone

    Maybe semantics but.. using a speaker phone not conducive to an enjoyable listen so switched off after a few minutes.

    Apple Podcasts
    2
    SimonWelch
    United Kingdom3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

One listener noted audio issues from speakerphone affecting enjoyment.
Feedback suggests the show delivers solid financial insights but production quality could be improved.
Overall, content is valuable for advisers seeking practical industry guidance.
A few listeners may switch off early if the production feels slow or disjointed.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

The Advice Shift | Episode 2: Why Complex Formulas Fail Clients
Q: Is complexity in financial planning backfiring and pushing people away from investing?
Yes, complexity makes it hard for people to connect with financial plans at different life stages; if plans are too abstruse, clients disengage and fail to see how the numbers translate into lived reality. The conversation shifts toward making plans more behavioral and relatable.
The Advice Shift | Episode 2: Why Complex Formulas Fail Clients
Q: Do you think that compromise is the single biggest barrier to retirement planning rather than just lack of money?
The hosts discuss that compromise is a major, immediate barrier that prevents people from acting on long-term goals, though it varies by individual. The guest emphasizes that the challenge is making the future feel tangible in present-day decisions.
The Advice Shift | Ep 1: The Move to Behavioural Finance
Q: How can advisors start small without overhauling their entire process?
Emphasizes that advising is a people-centric profession; advisors should redefine questioning techniques to uncover emotional drivers and build empathy and connection without a complete process overhaul.
The Advice Shift | Ep 1: The Move to Behavioural Finance
Q: How do you see the role of technology and AI in freeing advisors to focus more on the emotional connection with clients?
Technology can handle heavy lifting of the mathematical plan, enabling advisors to concentrate on understanding client behavior and building an emotional connection during planning and in market situations.
The Advice Shift | Ep 1: The Move to Behavioural Finance
Q: What was the light bulb moment that made you realize we needed to stop talking about products and start talking about feelings and behavior?
The realization that clients need to understand what they're investing in and that behavioral traits, emotions, and personal experiences drive how they invest, not just the numbers.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About The Money Marketing Podcast

What is The Money Marketing Podcast about and what kind of topics does it cover?

A business-focused discussion show that covers financial services trends, retirement planning, pensions, and the intersection of technology and advisory practices. Across recent episodes, listeners get deep dives into behavioral finance, client engagement, and the human side of financial planning, with practical takeaways for advisers on storytelling, empathy, and compliant tech adoption. The program also frequently features experts from major UK firms and industry bodies, exploring regulatory changes, AI applications, platform governance, and talent pipelines. A notable strength is translating complex topics—like inheritance tax changes, workplace pensions, and consumer duty—into actionable guidance for practitioners and clients alike.

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Which podcasts are similar to The Money Marketing Podcast?

These podcasts share a similar audience with The Money Marketing Podcast:

1. TRAP: The Real Adviser Podcast
2. The Meaningful Money Personal Finance Podcast
3. This is Money Podcast
4. Merryn Talks Money
5. The Martin Lewis Podcast

How many episodes of The Money Marketing Podcast are there?

The Money Marketing Podcast launched 6 years ago and published 101 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Money Marketing Podcast?

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What guests have appeared on The Money Marketing Podcast?

Recent guests on The Money Marketing Podcast include:

1. Paul Roberts
2. Gregor Sked
3. Emma Boardwell
4. Shelley Read
5. Cathi Harrison
6. Andy Brown
7. Mark Baldwin
8. Jim Islam

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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