Home of the free Money Makers Weekly Investment Trust Podcast with Jonathan Davis, released every Saturday and covering the latest developments in investment trusts. Subscribe now on your favourite podcast app to make sure you catch every edition! Keep up-to-date with Money Makers via Twitter - @MoneyMakersITs - and visit the website for more details, including our premium service, the Money Makers Circle: www.money-makers.co.
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Cycle Breakers & Money Makers
Mariela De La Mora | Leadership and Business Coach for Women of Color
Welcome to Cycle Breakers & Money Makers - a podcast for daughters of immigrants and WOC who are breaking cycles in their family by going places no one before them has gone. Join me, Mariela De La Mora, as we dive deep into what our community needs to break free from operating in survival mode, to lead with confidence and make more money doing it. Each week, we will dive into business, mindset and leadership coaching that is focused on the lived experiences of First Gen. Because let's be rea ...
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En la vida del emprendedor, presencial o digital, siempre surge la pregunta ¿Cómo hago para ganar más? En este Podcast te compartiré claves, conceptos y sistemas que te permitan establecer una mejora contínua en tu negocio y en tu vida.
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Living the Money Makerrr Mentality each and every day 💯🤑
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The Money Makers Podcast is a finance, innovation and investing show for amazing women everywhere of all ages. We feature conversations on all areas of our lives where money matters affect women. The podcast is hosted by Tanya Rolfe (of Sophia).
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Do you like money? Are you a maker? The Makers Making Money podcast is for business-minded makers who want to make a living and life using their creativity. Every Sunday, I’ll provide tips and tricks for growing a side hustle or small business as a maker. We'll also chat with guests who will share valuable small business advice.
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31. From VP to Booked Out Coach and Speaker with Dani Tan
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Leaving a Senior-Level career is a whole different ballgame than leaving a job. So much of your identity is wrapped up in what you do. It's not just about the salary. But it's possible to step away from a career and build a business that gives you more peace, more freedom, and more aligned opportunities. My client Dani Tan's story is nothing short …
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208: Weekly Investment Trusts Podcast - with Andrew McHattie (27 Apr 2024)
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In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Andrew McHattie, editor of theInvestment Trust Newsletter.We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.Section Timestamps…
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On today's bonus episode, Dani Tan is sharing the results she has seen in Reclamation Mastermind! Reclamation Mastermind opens it's doors in May and November! To learn more, visit https://marieladelamora.com/reclamationMariela De La Mora | Leadership and Business Coach for Women of Color
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On today's bonus episode, Loraine Martinez-Bellamy is sharing the results she has seen in Reclamation Mastermind! Reclamation Mastermind opens its doors in May and November! To learn more visit www.marieladelamora.com/reclamationMariela De La Mora | Leadership and Business Coach for Women of Color
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30. How the Skill of Five Figure Selling Solves the Biggest Mindset and Demand Problems
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You don't have to wait until you have a five figure offer to hone your five figure selling skills. But what do I even mean by five figure selling skills? After going from a six figure salary with a husband and a condo to being pregnant on food stamps, I just remember saying I will never be broke again. That's not always the healthiest declaration a…
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207: Weekly Investment Trusts Podcast - with Dominic Scriven and Ian Lance (20 Apr 2024)
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In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Dominic Scriven, founder and chairman of Dragon Capital, the investment advisor to Vietnam Enterprise Investments (VEIL), and Ian Lance, co-manager of the Temple Bar Investment Trust …
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On today's bonus episode, Michelle Seijas is sharing the results she has seen in Reclamation Mastermind! Reclamation Mastermind opens its doors in May and November! To learn more visit www.marieladelamora.com/reclamationMariela De La Mora | Leadership and Business Coach for Women of Color
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29. Doubling Your Income Leading with Purpose with Michelle Seijas
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If you're at a crossroads and you're not sure what the next step is, this episode is for you! Today's guest, my client Michelle Seijas, is a thriving Chingona because she lives a purpose-driven life. Michelle doubled her income in the second half of last year after joining Reclamation Mastermind. Now, she's knocking on the door of six-figures in th…
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206: Weekly Investment Trusts Podcast - with Paul ffolkes Davis and Max King (13 Apr 2024)
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In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Paul ffolkes Davis, chairman of Rising Sun Management, the investment advisor to the Nippon Active Value Fund (NAVF), and Max King, the market and investment trust commentator and for…
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28. Selling with Story and Radical Authenticity with Trish Santos
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Do you ever feel like you need to be hyper-masculine to make it in business? Maybe you've even had trouble connecting with women in your family who live by traditional cultural values when it comes to womanhood? Well if so, today's episode will be such a treat for you. Trish is feminine soft skills expert who helps modern women attract, transform, …
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205: Weekly Investment Trusts Podcast - with Richard Pindar and Ewan Lovett-Turner (06 Apr 2024)
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In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Richard Pindar, CEO of Book Asset Management, and Ewan Lovett-Turner, head of investment trust research at Deutsche Numis.We are grateful for the support of J.P. Morgan Asset Manageme…
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27. A Niche is Not Enough: Where Demand Actually Exists
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There is more to creating demand than "picking a niche." The question is - how do we know that people want it and are willing to pay for it? This is why demand doesn't come from picking a niche, it comes from CREATING it (through thought leadership). As a lifelong marketer, I helped companies across the world understand why something was or wasn't …
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204: Weekly Investment Trusts Podcast - with Austin Forey and Lucy Walker (30 Mar 2024)
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In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Austin Forey, manager at J.P.Morgan Emerging Markets (JMG), and Lucy Walker, chair of the Aurora Investment Trust (ARR) and non-executive director at Henderson International Income (H…
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26. Getting Sh*t Done without Burning Out with Ariana Rodriguez
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I had the honor of coaching today's guest for two years and watching her go from over-worked solopreneur Ops VA with a 9-5 to a full-fledged multiple six figure agency owner. Ariana Rodriguez is also the leader of the Get Sh*t Done Summit for entrepreneurs, AND she is currently in the process of developing an app. Ariana is an operational consultan…
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203: Weekly Investment Trusts Podcast - with Andrew McHattie (23 Mar 2024)
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In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Andrew McHattie, editor of the Investment Trust Newsletter.We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.Section Timestamp…
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25. Chingona Revolution with Erika Cruz: Re-Air of The Realities of Motherhood and Entrepreneurship - Mariela De La Mora & Cat Del Carmen
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Being a parent is not an entrepreneurial disadvantage. For a really long time, I did feel like my life was harder because I'm a single mom running a business. But at a certain point, I realized this belief was not serving me. Today, I'm sharing an episode of Chingona Revolution that I recorded with two of my close friends, Erika Cruz and Cat Del Ca…
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202: Weekly Investment Trusts Podcast - with Peter Spiller (16 Mar 2024)
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In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Peter Spiller, manager of Capital Gearing Trust (CGT).We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.Section Timestamps:00:…
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24. Latinas Booked Out: Re-Air of Creating Results Through Any Circumstance with Cat Del Carmen
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I'm always telling clients to create third party credibility. And one way to do that is by guesting on other podcasts! Well, you know I walk the walk. So today, I'm sharing an episode I was featured on from my good friend Cat Del Carmen's podcast "Latina's Booked Out." This is one of my favorite podcast interviews I've done. When Cat and I met, I w…
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201: Weekly Investment Trusts Podcast - with Craig Baker and James Carthew (09 Mar 2024)
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In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Craig Baker, chair of the investment committee at the Alliance Trust, and James Carthew, director of QuotedData.We are grateful for the support of J.P. Morgan Asset Management, which …
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23. You Can't Scale Your Business with Bad Thoughts about Money with Gina Knox
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Most financial advice you're hearing was not created with variable income in mind. So many business owners are trying to build wealth with tactics that are meant for nine to fivers. Today we're sitting down with my financial coach, Gina Knox. She teaches entrepreneurs how to build their business savings to $1k, $10k, then $100k in her 12 month prog…
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200: Weekly Investment Trusts Podcast - with Simon Elliott and Mark Dampier (02 Mar 2024)
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In this week's two-hundredth edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Simon Elliott, client director at J.P.Morgan Asset Management and former podcast co-host, and Mark Dampier, former head of research at Hargreaves Lansdown and non-execut…
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22. What Helps WOC Take More Fearless Action in Business
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Becoming a parent and entrepreneur really changed my relationship with emotions. Growing up, I was often made to feel bad for being upset. When I felt a challenging emotion, I was often met with "You have no right to feel that way. Your life is so much easier than ours was." And after coaching over 100 daughters of immigrants, they feel a similar w…
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199: Weekly Investment Trusts Podcast - with Ben Conway and Sachin Saggar (24 Feb 2024)
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In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Ben Conway, head of fund management at Hawksmoor Investment Management, and Sachin Saggar, analyst at the broking firm, Stifel.We are grateful for the support of J.P. Morgan Asset Man…
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21. My Sales Call Process that has Created 97% Yeses at the 5 Figure Offer Level
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Thanks to my sales call process, I’ve sold just under a million dollars of coaching in 4 years. Of course, a lot more goes into it than that, but a phone call if often the make or break factor. It’s possible to get mostly (or all) yeses without being pushy. And you definitely don't have to make anyone give you an answer on the call. If you've ever …
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198b: Weekly Investment Trusts Podcast - with Laura Foll (20 Feb 2024)
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In the second part of the latest edition of the Weekly Investment Trust Podcast (released on Saturday 17 February), Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Laura Foll, co-manager to a number of Henderson trusts.We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.Sect…
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198a: Weekly Investment Trusts Podcast - with Andrew McHattie (17 Feb 2024)
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In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Andrew McHattie, editor of the Investment Trust Newsletter. Look out for a bonus podcast early next week where our second guest, Laura Foll, co-manager to a number of Henderson trusts…
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20. Lessons from Hosting my First Live Event in Mexico City
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I just got back from hosting my first client retreat in Mexico City! This was the event that kicked off 12 months in Reclamation Mastermind for 17 clients. It was bigger and more expansive than I ever imagined! So today, I want to take you behind the scenes. What went well? Were there any hiccups (of course!)? And what were the key takeaways? I hav…
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197: Weekly Investment Trusts Podcast - with Prashant Khemka and Dan Higgins (10 Feb 2024)
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In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Prashant Khemka, advisor to the Ashoka India Equity Investment Trust (AIE), and Dan Higgins, lead manager of Majadie Investments (MAJE).We are grateful for the support of J.P. Morgan …
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19. Create More Demand by Releasing Attachment
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Have you ever found yourself feeling resentful after a sales call that ends in a "no"? I'm sure we've all experienced that inner critique getting louder when business isn't going our way. Where there is attachment, there is also resentment. So today, I want to chat about how you can release that attachment and create more demand. Because we all kno…
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196: Weekly Investment Trusts Podcast - with Matt Hose and Peter Hewitt (03 Feb 2024)
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In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Matt Hose, alternative assets analyst at Jeffries, and Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CMPI/CMPG).We are grateful for the support of J.P. Morgan Asset …
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18. What self trust and capacity looks like in a multiple six figure business
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I made the biggest investments during my lowest earning quarter in business. Because of those investments, I then had a 225K quarter. None of this happened by accident! It's a product of moving with self-trust. I'm at an in-person business retreat being coached right now and my birthday is today. You know what that means - it's a big reflection tim…
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195: Weekly Investment Trusts Podcast - with Duncan MacInnes and Richard Staveley (27 Jan 2024)
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In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Duncan MacInnes, manager of the Ruffer Investment Company (RICA), and Richard Staveley, lead manager at Rockwood Strategic (RKW).We are grateful for the support of J.P. Morgan Asset M…
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17. A Simple Messaging Shift That Makes it Easy For People to Buy
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Have you ever read through someone’s social media account and thought to yourself "I still don't understand what they're selling"? That's the byproduct of fluffy marketing. And here's the thing, we've all done fluffy marketing. The truth is, when you become an expert, the way you talk is going to start going over your ideal clients’ heads. It's lik…
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194: Weekly Investment Trusts Podcast - with Marcus Phayre-Mudge and John Singer (20 Jan 2024)
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In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Marcus Phayre-Mudge, manager of TR Property, and John Singer, chairman of Pantheon International (PIN), in the first part of a longer conversation looking at the issues facing listed …
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16. How to Align your Beliefs to your Goals with my Signature Belief Bookmarking Process
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As Women of Color, self-doubt and criticism can practically feel like they're in our bones. But I promise you, they're not. Your beliefs are built around PRACTICE, they are not set in stone. What you believe about yourself is just the evidence you have received and accepted so far. I create the Belief Bookmarking practice because I desperately need…
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193: Weekly Investment Trusts Podcast - with Alastair Laing and Ken Wotton (13 Jan 2024)
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In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Alastair Laing, CEO of CG Asset Management, and Ken Wotton, manager of Strategic Equity Capital (SEC).We are grateful for the support of J.P. Morgan Asset Management, which enables us…
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15. Entrepreneurs Resist These Five Money-Making Practices
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Our resistance is a flashlight to where our growth is. That's why today, I’m sharing 5 things I’ve seen my clients resist as their business grows. After coaching hundreds of women over the last 4 years, and looking at my own journey in hitting 6 figures in my first 11 months in business, I see these common denominators. Entrepreneurs resist these f…
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Starting a YouTube Channel as a Maker
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I'm moving to YouTube! Enjoy this final episode breaking down my process of starting a YouTube channel and what I've learned in my first few months on the platform. From here on out I'll be posting my content on YouTube so please subscribe to my channel! https://www.youtube.com/@carpenterkatieco. Thanks so much for listening and I'm looking forward…
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192: Weekly Investment Trusts Podcast - with Tom Stevenson (06 Jan 2024)
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In this week's shorter than normal edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Tom Stevenson, investment director at Fidelity International, and looks ahead to some key events in 2024.We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the …
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14. Top Scaling Lessons From 2023
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This year, scaling my business meant navigating my biggest income spikes and dips, from 1:1 to scalable offers, and taking the plunge into group programs. With any transformation, reflection is necessary to integrate the lessons. So in today's episode, I share my biggest and hardest-learned lessons of 2023. The journey involved more investments tha…
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191: Weekly Investment Trusts Podcast - with Richard Stone (30 Dec 2023)
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In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Richard Stone, chief executive of The Association of Investment Companies (The AIC).We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.Section Timestamps:00:49 - L…
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13. How I Manage Financial Scarcity as a Single Mom CEO
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From starting over financially after an unexpected divorce while pregnant to rebuilding my savings and ultimately creating six figures one one year and then in one launch, I’ve dug myself through the trenches to create my current my sense of safety with money: investing, creating it and holding it. My personal journey with money started with relent…
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Reescribiendo tu historia Financiera: Genera Credibilidad
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Resignificar el pasado implica dejar de pelearte con situaciones que solo posponen tu crecimiento en el presente. En este episodio veremos como gestionar esas situaciones donde salen a la luz patrones de conducta limitantes en relación a nuestras finanzas. Si te gustó, presiona en "seguir", deja 5 estrellas y compártelo con quien sientas que pueda …
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190: Weekly Investment Trusts Podcast - with Andrew McHattie and Tom Poynton (23 Dec 2023)
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In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Andrew McHattie, editor of the Investment Trust Newsletter, and Tom Poynton, a director at Baron & Grant.We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.Section…
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12. BTS From My 175k Launch with 100% Yeses
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After a $175,000 launch of Reclamation, there is so much to unpack! I'll be honest, my first reaction wasn't celebration. My instinct was "we've got a lot of people to serve, let's get right to work." Sometimes when you get what you want, it takes your identity (and your nervous system) a second to catch up. This is why I used the framework of Succ…
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189: Weekly Investment Trusts Podcast - with Anthony Leatham and Will Fraser-Allen (16 Dec 2023)
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In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Anthony Leatham, head of investment trust research at Peel Hunt, and Will Fraser-Allen, managing partner of Albion Capital and chairman of the Venture Capital Association.We are grateful for the support of J.P. Morgan A…
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11. Double Your Demand with Thought Leadership - Workshop Replay
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If you missed the Double Your Demand workshop on November 29th, it’s now available on the podcast! In this replay, we're going over exactly what it takes to double your demand. There are strategies that you can implement immediately in this workshop. They're part of the strategies that have allowed my clients to book out, quit their jobs, move into…
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188: Weekly Investment Trusts Podcast - with James Carthew and Baroness Altmann CBE (09 Dec 2023)
1:00:21
1:00:21
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1:00:21
In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to James Carthew, director of QuotedData, and Baroness Ros Altmann CBE about her recent Private Members Bill to address the cost disclosure issue in investment trusts.We are grateful for the support of J.P. Morgan Asset Ma…
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10. From Therapist to Multi-Six-Figure Somatic Coach with Yuritzy Gomez-Serrano
1:05:41
1:05:41
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1:05:41
We all know business is not all about numbers and strategy. Our businesses are intrinsically interlinked with our emotional lives. That's why I'm so excited to chat with today's guest, Yuritzy Gomez-Serrano. Yuritzy is a Licensed Marriage and Family Therapist turned trauma-informed somatic coach. She supports entrepreneurs & change-makers connect t…
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187: Weekly Investment Trusts Podcast - with Andrew McHattie and Charles Luke (02 Dec 2023)
1:11:35
1:11:35
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1:11:35
In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Andrew McHattie, editor of the Investment Trusts Newsletter and Charles Luke, manager of the Murray Income Trust (MUT).We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcas…
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