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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
Technology
Entrepreneurship
Money Marketing Awards
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
Business NewsNews

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Artwork for The Money Marketing Podcast

Latest Episodes

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

In this episode, Shelley Read of Royal London explores the rising problem of economic and financial abuse — how partners or carers use money, benefits, property and debt to control victims.

She outlines differences between financial and economic abu... more

Cathi Harrison, CEO of Verve and the Verve Foundation, explains how the foundation evolved since 2021 to attract and train new talent for the finance sector. She discusses program redesigns, a new recruitment platform, and bootcamps to help advisers ... more

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Recent Guests

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 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

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

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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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How many listeners does The Money Marketing Podcast get?

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What are the audience demographics for The Money Marketing Podcast?

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How many subscribers and views does The Money Marketing Podcast have?

To see how many followers or subscribers The Money Marketing Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Money Marketing Podcast?

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

1. The Advice Show
2. TRAP: The Real Adviser Podcast
3. The Meaningful Money Personal Finance Podcast
4. AJ Bell Money & Markets
5. The Money To The Masses 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for 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. Shelley Read
2. Cathi Harrison
3. Andy Brown
4. Mark Baldwin
5. Jim Islam
6. Rowan Whittington
7. Ilana Miller
8. Emma Thompson

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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