Financial Planner Life Podcast
By Sam Oakes
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Subscribers: 8
Reviews: 0
Episodes: 173
Description
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry.
Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week.
Financial planners, business owners, paraplanners and back-office staff all have their own story to share, and The Financial Planner Life podcast is a platform for them to talk about their personal and professional journey. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing all the way to diversity and inclusion.
We approach each episode with the idea that it is going to educate and spark a conversation within the industry with topics that may not be openly discussed. So, if you are thinking of becoming a financial adviser, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen.
The Host: Sam Oakes is the host of The Financial Planner Life Podcast. He currently sits as Director at Recruit UK, who since 2008 has been supporting leading national and global financial planning firms in finding the best talent.
Prior to his career in recruitment, Sam has always had a passion for financial services and has been in the industry for over 15 years.
He sees himself as a partner to the industry and wants to contribute useful resources such as this podcast to educate those further who are seeking advice and help about how to push their careers forward in this amazing industry.
| Episode | Date |
|---|---|
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What happens after the St James's Place Academy? My 3rd year as a Financial Planner - Natasha Percy-Baxter
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Apr 09, 2024 |
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8 Promotions in 7 years at Foster Denovo, a Financial planning career development deep dive with Josie Freeman
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Apr 09, 2024 |
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Redefining Financial Planning Through Diversity and Education with Guest Phoebe Ellis
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Mar 28, 2024 |
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Crafting a Legacy Beyond Profit: The Ethical and Community-Centric Approach of Altor Wealth Management
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Mar 14, 2024 |
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Shaping the Next Generation of Financial Advisers with Expert Guidance from Matt Fowler of St James's Place
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Mar 12, 2024 |
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The Power of Alignment: Culture, Values, and Growth Mindset’ with Roger Brosch, CEO of Foster Denovo
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Mar 07, 2024 |
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Exploring Gen AI's Transformative Impact on Financial Advice and Compliance - Fintech Special
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Feb 29, 2024 |
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Alan Smith from Capital Asset Managment, The Bullet Proof Financial Planner - Host of TRAP Podcast, talks Innovation and careers in Finanical Planning
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Feb 22, 2024 |
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Turning Personal Loss into Professional Growth: Guy Skinner's Journey in Life Protection and Financial Planning
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Feb 15, 2024 |
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Orann Coyle – financial planning client acquisition via Instagram!
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Feb 07, 2024 |
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Taking a career leap: What’s holding you back?
|
Feb 01, 2024 |
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Achieving your career goals in financial planning
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Jan 25, 2024 |
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How to set up your own financial planning business
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Jan 18, 2024 |
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How to be the best Financial Adviser you can be
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Dec 21, 2023 |
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Paraplanners – The Engine Behind a Truly Successful Financial Planning Firm
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Dec 14, 2023 |
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Building a Financial Planning Business with Purpose
|
Dec 07, 2023 |
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Pursuing Progression in Your Financial Planning Career
|
Nov 30, 2023 |
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How YOU can find a job in the finanical planning profession, without the need of a recruiter!
|
Nov 28, 2023 |
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LinkedIn Lead Generation for Financial Planners
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Nov 23, 2023 |
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Supercharging Financial Planning Through Award Winning Administration
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Nov 09, 2023 |
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Why You Should Become a Financial Planner: Live from Changefest
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Nov 02, 2023 |
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CRMs in Financial Planning with Wealth Dynamix and Plannr
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Oct 26, 2023 |
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Growing Your Financial Planning Business Through Mental Fitness
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Oct 19, 2023 |
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How To Become A Paraplanner in Financial Planning. Financial Planner Life Academy Focus ( taken from YouTube video)
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Oct 16, 2023 |
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More Women are Needed in Wealth Management – Female Financial Planners Unite!
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Oct 12, 2023 |
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A Guide To Financial Advice Administration, Financial Planner Life Academy Focus (from YouTube)
|
Oct 10, 2023 |
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Building a YouTube personal brand with Financial Planner George Agan
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Oct 05, 2023 |
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The Financial Planner Life Academy
|
Sep 28, 2023 |
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Transitioning from Legal to Financial Planning
|
Sep 21, 2023 |
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See it, Believe it, Be it – A Financial Planners Guide to Achieving Career Goals
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Sep 14, 2023 |
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Make Sales Great Again – The Forgotten Code in Financial Planning
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Sep 07, 2023 |
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Cultivating an Attitude of Gratitude when Building an IFA Practice
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Aug 31, 2023 |
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Unleash Your Potential – Embracing Self Employment as a Financial Planner
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Aug 24, 2023 |
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Financial Planning Blueprint for Career Success with Warren Shute
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Aug 17, 2023 |
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From Restricted Adviser to Independent Financial Planner
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Aug 10, 2023 |
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Insights from the Experts - Sustainable Financial Planning
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Aug 03, 2023 |
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Paraplanner to Financial Adviser – No need to wait!
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Jul 27, 2023 |
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POV of a Financial Planning Company Director
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Jul 20, 2023 |
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Build Better Relationships in Financial Planning
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Jul 13, 2023 |
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Tools for Quick Success When Running Your Financial Planning Business
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Jul 06, 2023 |
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Chartered Financial Planner & Company Director at 24
|
Jun 28, 2023 |
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Building Career Confidence in Financial Planning
|
Jun 22, 2023 |
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New Business Opportunities In Corporate Financial Advice
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Jun 14, 2023 |
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Inclusivity and Diversity in Financial Planning
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Jun 08, 2023 |
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FPL Top Tips - Financial Planning Gurus on Content Creation, Marketing & Personal Brand
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Jun 01, 2023 |
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Financial Planning Career Testimonial with Rich Weatherburn
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May 25, 2023 |
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The Power of Podcasting and YouTube with Pete Matthew
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May 18, 2023 |
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Financial Planning for Communities, Not Corporates
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May 11, 2023 |
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Building a Personal Brand from the Ground Up
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May 04, 2023 |
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Invest in Yourself – Invest in Your Business
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Apr 27, 2023 |
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The Secret to Successful Management in Financial Planning
|
Apr 20, 2023 |
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Building Confidence in Financial Advice
|
Apr 13, 2023 |
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Mindful Wealth
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Apr 06, 2023 |
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The New World Order – Affordable Financial Planning for All
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Mar 30, 2023 |
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B Corp: Turning Your Financial Planning Business Into a Force for Good
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Mar 23, 2023 |
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How We Can Better Serve The LGBTQ+ Community
|
Mar 16, 2023 |
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Finding your niche within Paraplanning
|
Mar 09, 2023 |
|
Building the Foundations for Success. Client Relationships and Business Development
|
Mar 02, 2023 |
|
Transitioning From Employed to Self-employed IFA Within the Same Company
|
Feb 23, 2023 |
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Let’s Talk About Menopause and Mental Health
|
Feb 16, 2023 |
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Setting up a Directly Authorised Financial Planning Firm From Scratch!
|
Feb 09, 2023 |
|
Networking for Financial Planners with Octo Members Founder Lee Robertson
|
Feb 02, 2023 |
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Breaking the Taboo’s Within Financial Planning
|
Dec 29, 2022 |
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Career Accelerator For Financial Planning - Part 4 of 4
|
Dec 22, 2022 |
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Career Accelerator For Financial Planning - Part 3 of 4
|
Dec 21, 2022 |
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Career Accelerator For Financial Planning - Part 2 of 4
|
Dec 20, 2022 |
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Career Accelerator For Financial Planning - Part 1 of 4
|
Dec 19, 2022 |
|
Business Management for Financial Planners - Lucy Byrom
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Dec 15, 2022 |
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How Paraplanning and Financial Advice Prepared Me For A Role In Operations
|
Dec 01, 2022 |
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Dave Robinson on why It's the 'Chartered IFA Way or The Highway'
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Nov 24, 2022 |
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The Kinvault From Kinherit - Revolutionising Wealth Transfer for IFAs and their Clients
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Nov 18, 2022 |
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How Powerful Networking Practices Creates the Ultimate Work Life Balance - Chris Daems
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Nov 17, 2022 |
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How Habitual Self-development is Paramount for Success in Financial Planning - Hannah Whiteley
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Nov 03, 2022 |
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What Financial Planners Could Learn from a Financial Coach
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Oct 27, 2022 |
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Graduate to Chartered Fellow, Emma Halls Financial Planning Journey
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Oct 20, 2022 |
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The client is the hero of this journey, the financial planner is the guide – Carl Richards
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Oct 13, 2022 |
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Talk Club- The Mens Mental Fitness Movement - Gavin Thorpe
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Oct 07, 2022 |
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"I was concerned that financial planning would be a sales role. I was wrong!" – Rory Albon
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Oct 06, 2022 |
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Create Your Own Mould - Joseph Obeng
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Sep 29, 2022 |
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The ultimate review of the St James's Place Financial Adviser Academy - Gee Foottit
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Sep 28, 2022 |
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Investing towards a more sustainable world - Tom Jaffrey
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Sep 22, 2022 |
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Financial wellbeing planner and avid gamer – Kris Mason
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Sep 15, 2022 |
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Clark's Financial Sparks – Bryce Clark
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Sep 08, 2022 |
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The M&G Wealth Financial Adviser Academy - Tom Hegarty
|
Sep 02, 2022 |
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From Law Student to Chartered Financial Planner - Danielle Lecomber
|
Sep 01, 2022 |
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Sustainable Pensions - Charlotte O’Leary
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Aug 25, 2022 |
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Overcoming Limiting Beliefs to become a Financial Planner - Sara Davies
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Aug 18, 2022 |
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Your Sustainable Investment Comfort Zone - Rebecca Kowalski
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Aug 11, 2022 |
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A jargon busting approach to financial planning – Keith Boyes
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Aug 04, 2022 |
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Build trust and you’re good, no matter your age – Nick Adamthwaite
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Jul 27, 2022 |
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Can money buy you happiness? Paul Bradley
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Jun 17, 2022 |
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Female Folio, a network supporting women on their investment journey – Claire Barker
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Jun 09, 2022 |
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My first year as a financial planner - Natasha Percy Baxter
|
Jun 01, 2022 |
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Financial Abuse with Michelle Hoskin - Helping you spot the signs
|
May 26, 2022 |
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What an operational role within financial planning looks like – Laura Dean
|
May 19, 2022 |
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Why it’s an advantage to be a young financial planner – Dan Martin
|
May 12, 2022 |
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Good mentorship is how you make someone feel – Danielle Arnold
|
May 05, 2022 |
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Nothing about employment worked for me - Tom Skinner
|
Apr 21, 2022 |
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My biggest challenge as a woman in financial planning - Susie Laws
|
Apr 14, 2022 |
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Protecting your wealth – Adrian Benjamin
|
Apr 07, 2022 |
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100% of mortgage business from social media! Dan Knott
|
Mar 30, 2022 |
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A Marathon a day for 100 days straight! Kate Jayden
|
Mar 24, 2022 |
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A Financial Planner does NOT need to be academic – Sam Robinson
|
Mar 17, 2022 |
|
Using wealth management to tackle the climate and nature crisis – Yan Swiderski, the Global Returns Project
|
Mar 10, 2022 |
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A clear career progression path – Natalie Cooke
|
Feb 24, 2022 |
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Working in Spain as a Financial Planner – Chris Burke
|
Feb 17, 2022 |
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Educating the next generation through the Personal Finance Society - Robert Boland
|
Feb 03, 2022 |
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Helping you to pass your R0 exams - Shannon Fox
|
Jan 28, 2022 |
|
Lisa Tipton – Paraplanner turned business owner
|
Jan 13, 2022 |
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Mental Health Engagement with Nick Elston
|
Dec 09, 2021 |
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The Future of Financial Planning - Anthony Villis
|
Dec 02, 2021 |
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Financial Wellbeing with Leigh Dunkley
|
Nov 25, 2021 |
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How to Teach our Children About Money with Will Rainey
|
Nov 18, 2021 |
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The Paraplanner Club - Sian Davies Cole
|
Nov 11, 2021 |
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A career in mortgages and being your own boss - Jon Stones
|
Oct 26, 2021 |
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Becoming a Financial Planner – Ciaran Ruttledge
|
Oct 14, 2021 |
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Mental health conversations within Financial Planning - Robert Stringer
|
Sep 16, 2021 |
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Career swap and a fresh start in financial planning - Kate Evans
|
Sep 09, 2021 |
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Lena Patel – Being a financial planner from an ethnic minority background
|
Sep 02, 2021 |
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The opportunities for female financial planners - Marie Smith
|
Aug 26, 2021 |
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Learning on the job rather than university - Financial Planner & MD Jasmine Lambert
|
Aug 19, 2021 |
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Being a young Financial Planner in an ageing profession - Tom Hopson
|
Aug 12, 2021 |
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Lead generation for Financial Planners – Nigel Borwell
|
Aug 05, 2021 |
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The Foundation - Supporting Young Financial Planners Through Community
|
Jul 15, 2021 |
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The Importance of a Valued Workforce in the Financial Profession - Ross Mackie
|
Jul 08, 2021 |
|
Standing Out From The Crowd, with Mortgage Adviser Graham Taylor
|
Jul 01, 2021 |
|
What is Sustainable Investing? - Clemence Chatelin
|
Jun 24, 2021 |
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Building Client Trust with Divorce Financial Specialist Nikki Pipping
|
Jun 17, 2021 |
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The Importance of Paraplanners – Sasha Wakefield
|
May 27, 2021 |
|
Success as a Financial Planner in the Offshore Market – Chris Ball
|
May 20, 2021 |
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Becoming a Self-Employed Financial Planner, with James Wallis. JUST DO IT!
|
May 13, 2021 |
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The Truth About Being a Financial Professional in Dubai, with Tyla Phillips
|
May 06, 2021 |
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Using Apprenticeships to Grow Your Financial Planning Business, Save Money and Help The Next Generation of Financial Planners, with Carolyn Blunt
|
May 06, 2021 |
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Finding The Perfect Niche with Financial Planner Richard Weatherburn
|
Apr 29, 2021 |
|
Life after sport. Transitioning from Professional Sports to Financial advice, with Davey Lewis
|
Apr 22, 2021 |
|
Martin Lindsey MD of Integrity Wealth Solutions on how building professional connections helped push his IFA practice forward
|
Apr 06, 2021 |
|
Are you a true paraplanner? females under 30 in financial planning and the power of community with Chanelle Pattinson
|
Mar 17, 2021 |
|
Jessica McGuigan on financial education, and why financial planning is a great career for women.
|
Mar 11, 2021 |
|
Steven Pyne from Holden & Partners an early adopter of ethical investments and growing a directly authorised IFA practice.
|
Mar 05, 2021 |
|
Why apprenticeships in Finanical Planning are a great way to train the next generation of Financial Advisers
|
Feb 24, 2021 |
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How to triple your turnover as a financial planner, the private client experience & the benefits of a partnership.
|
Feb 16, 2021 |
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Building a start up financial planning company during lock down with Gregg Moss
|
Feb 04, 2021 |
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Impact and Ethical investment focused Financial Planning career with David Macdonald of The Path
|
Jan 29, 2021 |
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A career move from Actuary to Self employed IFA, Why Daniel chose Financial Planning as a career
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Jan 22, 2021 |
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Michael Pashley discusses the brand new PIP Qualification, a game changer for all levels of financial planners
|
Jan 15, 2021 |
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Luiza Todd - How to Pass you Cii Diploma in Financial Planning first time with Bespoke Training Solutions
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Dec 18, 2020 |
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Benjamin Beck - from the army to financial planning and mentoring the next generation of financial planners.
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Dec 10, 2020 |
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Hanna Hunt - is IFA Administration & Paraplanning the best career route to becoming a Financial Planner?
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Dec 03, 2020 |
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Training and development with Natalie Bell from The Art of Finance
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Nov 27, 2020 |
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Jason Mountford - Personal Injury Financial Planning and transfering skills from Australia to the UK
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Nov 19, 2020 |
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Kris Amliwala - The benefits of being a younger Financial Planner
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Nov 10, 2020 |
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Peter Komolafe - Financial Planning vs Financial Coaching, Whats the Difference?
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Oct 29, 2020 |
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Sarah Tucker - 'The Mortgage Mum' setting up her own brokerage and inspiring female mortgage advisers
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Oct 22, 2020 |
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Taylor Beavis on LGBTQ+ Financial Planning & running a business with purpose, and why he went self employed / DA
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Oct 15, 2020 |
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Michael Donkor - From Stockbroker to Financial Planner & Personal branding on Social Media
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Oct 08, 2020 |
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Phillip Instone on being DA, & growing through acquisitions & buying retiring IFA client books
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Sep 24, 2020 |
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Jessamy Walker - Building your own financial planning firm, AR over DA and the power of SEO
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Sep 15, 2020 |
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Robert Lewis - the realities of building a directly authorised IFA
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Sep 03, 2020 |
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Anthony Rowe - From professional basketball to a career in Finanical Planning.
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Aug 17, 2020 |
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Kieran Bywater - From Professional Footballer to Financial Planner, Why he chose Financial Planning as a career.
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Aug 10, 2020 |
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Jeremy Korn - on Impact & ESG Investing, why ethical investments are important & the changes to MiFID II for Financial Planners
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Aug 06, 2020 |
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Catherine Morgan on financial wellbeing, personal branding and why more women should join the financial planning profession.
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Jul 30, 2020 |
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Tina Weeks on coaching clients, running a financial planning business, and how getting to know yourself will make you a better financial planner
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Jul 22, 2020 |
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Richard Mikdadi Chartered Fellow on Ultra High Net Worth Financial Planning, Why Team Work Makes the Dream Work, And a Career at Tilney.
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Jul 16, 2020 |
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Jonathon Jay, from Trainee Paraplanner to Chartered Financial Planning Director at Investec
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Jul 07, 2020 |
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Cathi Harrison - business owner, CEO of the Verve Group talks graduate recruitment, outsourced paraplanning & compliance.
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Jun 29, 2020 |
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Nathan Smith - From college to financial planner, the power of mentorship & why entry level roles are the way forward!
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Jun 18, 2020 |
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Simon Parfitt - Fee Based, Life Centred Financial Planning in Hong Kong
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Jun 11, 2020 |
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Makala Green on networking, advising the entertainment industry and being the first black chartered female financial planner in the UK.
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May 18, 2020 |
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James Prince - the realities of making it as an International financial planner in Abu Dhabi
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May 11, 2020 |
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Jade Rose: From fashion to finance: Why health and wellness, financial literacy and educating young women on finance is crucial
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Apr 20, 2020 |
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Emmanuel Asuquo: The importance of personal branding, and educating young adults about financial literacy
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Apr 09, 2020 |
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Cleona Lira: Moving from Mumbai, first year self employed as an IFA and the importance of branding - and how it will propel your career forwards!
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Mar 19, 2020 |