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Marie Smith

Relationship Associate Partner (East Midlands Lead) and financial planner at Cooper Parry Wealth; founder of its Female Leaders network.

Aug 24, 2026

1:34
Let's kind of start by introducing the host team, you know, what, who makes up this team and how these accounts are divided amongst the team.
1:43
Thank you so much, Emily.
1:44
So glad to be here.
1:45
The host team is comprised of myself, Cesar Briceno, and Joanna Parker.
1:50
We actually oversee 27 key host accounts in our area.
1:55
So no matter where you're located regionally, if you belong to one of our host accounts, we are your point of contact.
2:03
Cesar oversees the following accounts: Avoya Travel, CruiseOne or Dream Vacations, EnVoyage, KHM Travel Group, Magic Family Getaways, Magic Vacation Planners, MEI Travel, Travel Planners International, Vacation Planners International, Travel Nation, and World Via.

13 MINS LATER

15:10
But, you know, what opportunities are we actually missing as advisors when that's the only time that we're communicating?
16:13
So Marie.
16:14
All right.
16:15
So not only have I been part of the Classic team for the past three years, but I have also served on the board of the Travel Institute for their education knowledge, and I'm also part of their PEP, which is their Professional Educators Program.
16:27
So I wanna make sure that advisors know the difference of what a BDM does, and we interchangeably say BDM and SAM, strategic account manager.
16:36
So what a BDM does and what the RES team does.
16:40
'Cause sometimes in this industry people tell you, "Your BDM is there for everything.
16:44
No matter what you want, call your BDM." Eh, sometimes it's not true.

6 MINS LATER

22:34
Does anybody else have anything else they wanna kinda add to that question?
0:57
So how did you actually find your way into financial advice and could you share your journey into the wealth management scene?
1:02
Yeah, do you know, it's probably a really boring story.
1:06
But yeah, you're right.
1:07
I mean, I really didn't know what I wanted to do when I was younger.
1:11
I was a bit of an all-rounder, pretty good at most things at school.
1:16
And then I studied law and public policy at university and then really didn't know what I wanted to do.
1:22
And I remember going back home and my mum saying, come on, you've got to get a job.

19 MINS LATER

20:15
But for anyone that doesn't know, could you explain what it is and also why Cooper Parry signed up to it and I guess what it means in practice?
20:22
Away from football, Steve Rotherham was trying to keep the city safe, battling against poor communication from the government in London.
20:30
Well, I was seeing some of the effects of non-compliance and my only driver in all of that time was the safety of the 1.6, 1.7 million people in the Liverpool City Region.
20:44
All I thought about was what was happening in our areas, and I wanted to ensure that people here were as safe as we could possibly make it.
20:55
And I knew 'cause I was seeing all of the- the evidence that was coming forward and all the statistical stuff that was being presented to us that they weren't just numbers.
21:06
People were dying unnecessarily because o- of- of this horrendous pandemic.
21:12
It was a terrible decision for the game to go ahead, because what they had is all the scientific evidence behind this and we didn't have any of that.
21:21
We never had access to anything, so we were reading the papers and listening to the news on the television like everybody else and then trying to formulate policy for our area.

12 MINS LATER

33:19
Not being able to celebrate that title broke something in me in a way that I didn't really anticipate and certainly didn't c- yeah, couldn't have predicted how, how it would go.
speaker_12NARRATOR
9:31
He met his wife, Marie, at Anfield.
9:33
He met me on Flagpole Corner, the old Flagpole Corner.
9:38
He was an exit steward then.
9:41
I was in the specials.
speaker_12NARRATOR
9:42
The specials are a voluntary police force.
9:45
And I was put on Flagpole Corner all the time.
9:49
And he asked me out.
9:51
I went home and I said to me mum, "Oh, one of the stewards has asked me out." And I went, "I don't think I'll go." She went, "Excuse me?" She says, "How would you like it if it was your son and you wouldn't turn up for him?" And I went, "Okay." And that's how we got together.

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