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The Money Marketing Podcast

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

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

In this episode, Andy Brown and Mark Baldwin explain how product design—especially smooth funds—acts as behavioral insurance to help investors avoid knee-jerk reactions to political and market volatility, bridge the gap between annuities and drawdown... more

The advice gap remains a significant challenge for the UK financial sector, with 90% of people currently making major financial decisions unsupported. The advice gap remains a significant challenge for the UK financial sector, with 90% of people curr... more

In this episode, Mark Baldwin from Standard Life discusses NextWealth research showing that technical skill alone isn’t enough—advisers must understand clients’ emotions and behaviours to create financial plans people will actually follow.

Topics in... more

In this episode of Money Talks, Kimberly Dondo is joined by Fiona Hanrahan and Justin Corliss from Royal London to explain the impact of frozen tax bands through April 2031 and the rising problem of fiscal drag.

They walk through adjusted net income... more

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Recent Guests

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 at Standard Life (guest)
Standard Life
Episode: The Advice Shift | Ep 1: The Move to Behavioural Finance
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
Ilana Miller
Investment Development Director at Royal London, focused on investment, retirement, and client behavioral support.
Royal London
Episode: Protection and Pensions Series: Building Investor Resilience with Royal London
Emma Thompson
Industry consultant with personal experience of cancer
Consultant
Episode: Weekend Essay: Communicating the protection message closer to home
Phil Jeans
Head of Individual Protection at MetLife UK and cancer survivor
MetLife UK
Episode: Weekend Essay: Communicating the protection message closer to home
Lisa Kelly
Claims expert at Life Search and spouse of a cancer survivor
Life Search
Episode: Weekend Essay: Communicating the protection message closer to home
Frederika Clay
Founder of F & O Wealth Management
F & O Wealth Management
Episode: In Conversation With... Frederika Clay: From Adviser to Entrepreneur

Hosts

Kimberley Dondo
Host with multiple appearances across MM Talks and related programs; frequent on Money Marketing content.
Dan Cooper
Contributor and host, involved in MM Talks and related segments.
Tom Browne
Editor; regular on Money Marketing discussions.
Chris Jones
Host with Dynamic Planner; contributes to advisory-focused conversations.

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.

Some listeners wish for shorter segments or more concise takes on fast-moving topics.
Audience appreciates deep dives into regulatory and tech topics, with practical guidance for practitioners.
Speaker phone feedback suggests audio quality can hinder listening experience.
The show's coverage of pensions and retirement planning is considered valuable for advisers.
Guests are generally seen as credible and well-informed about industry trends.

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

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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?

Across recent episodes, discussions center on strategic trends shaping financial services: technology adoption and platform decisions for advisors, regulatory shifts affecting pensions and retirement planning, and the growing emphasis on diversity, education, and client empathy within financial guidance. Guests and hosts dissect how AI, data, and digital tools are transforming operations, client engagement, and scalability, while also addressing practical concerns like in-house tech vs. outsourcing and the evolving regulatory landscape. Notable themes include the impact of inheritance tax policy on planning, the rise of digital assets and tokenization, and efforts to close the advice gap through targeted support for younger and less-engaged... more

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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. FTAdviser Podcast
3. The Meaningful Money Personal Finance Podcast
4. AJ Bell Money & Markets
5. This is Money 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.

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What guests have appeared on The Money Marketing Podcast?

Recent guests on The Money Marketing Podcast include:

1. Andy Brown
2. Mark Baldwin
3. Jim Islam
4. Rowan Whittington
5. Ilana Miller
6. Emma Thompson
7. Phil Jeans
8. Lisa Kelly

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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