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MM Talks: Episode 1 - Financial Advice in 2024

In Conversation With... Gee Footit, Senior Manager – Partnerships, SJP Financial Adviser Academy

In this episode of "In Conversation With", Kimberley Dondo chats with Gee Footit about the challenges and opportunities in the financial-advice industry. They discuss recruitment, retention, the importance of diversity and initiatives to attract talent from diverse backgrounds. Footit also highlights The Switch

In Conversation With... Emma Collins, Partner at Weightmans

The Morning Briefing: LTA situation turned in to a 'political sword of Damocles'; MM Meets Brooks Macdonald's CFO

In Conversation With... Paula Steele, Director, John Lamb Hill Oldridge

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 such as NEXT, the shifting strategies for asset allocation in response to economic changes, the

Podcast: Mortgage Market Analysis: Perspectives with Aldermore Bank – Mortgage Strategy

In this episode of the Mortgage Strategy podcast, Kimberley Dondo talks to Jon Cooper, Head of Mortgages at Aldermore Bank. They delve into the current mortgage market, discussing falling interest rates, their impact on remortgagers, and the absence of expected mortgage schemes for first-time buyers. Cooper offers

Podcast: 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

Podcast: Protecting Clients - Dunham McCarthy's Winning Formula – Mortgage Strategy

In this podcast episode, Kimberley Dondo interviews Nicola McKenzie from Dunham McCarthy Financial Services, winners at the 2023 Mortgage Strategy Awards. Nicola shares insights into their award-winning journey, their unique approach to client protection, and future trends in the mortgage industry. She discusses

In Conversation With...Ben Goss, CEO of Dynamic Planner

In this episode, Kimberley Dondo and Ben Goss, CEO of Dynamic Planner, delve into the basics of AI in financial advice, distinguishing it from automation. They explore real-world examples of AI's application by financial advisers in the UK, along with its role in personalising financial plans, improving client