Financial Planner Life Podcast
Un pódcast de Sam Oakes
Categorías:
222 Episodo
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Father & Son in Finance: How St. James’s Place Academy Shapes Careers & Succession
Publicado: 31/1/2025 -
Behind the Headlines: Neil Woodford Reflects on His Career
Publicado: 28/1/2025 -
Go All In on Your Niche When Building a Financial Planning Business from Scratch - Rohit Rohela
Publicado: 23/1/2025 -
Switching From Mortgage Adviser to Chartered Financial Planner With Charlotte Walters
Publicado: 14/1/2025 -
Starting a Financial Planning Career at 50 & Writing £400k in Year 1 at Foster Denovo
Publicado: 9/1/2025 -
From Classroom to Client Meetings: Laura North's Journey from Teacher to Financial Planner
Publicado: 19/12/2024 -
From Kyrgyzstan to UK Financial Planner: Cholpon Djanuzakova - Why Mindset And Hardwork, Always Wins!
Publicado: 11/12/2024 -
What A Paraplanning Manager Does And How To Get Ahead In Your Paraplanner Career.
Publicado: 5/12/2024 -
How we built a £2.5 Billion lending business, and why we are doing it again with TAB!
Publicado: 29/11/2024 -
Financial Coaching: The Content Creation Gap in Financial Planning with Peter Komolafe (Conversation of Money)
Publicado: 19/11/2024 -
Interview with David Kneeshaw, Group Chief Executive of International Financial Group Limited (IFGL)
Publicado: 12/11/2024 -
How I achieved £500,000 turnover as a self employed financial planner with Foster Denovo
Publicado: 7/11/2024 -
Part-Time Financial Planner, Why it works for me!
Publicado: 30/10/2024 -
Paraplanning Disruptor - How 'Parapool' is creating a gig economy for Paraplanners! With Rebecca Livesey
Publicado: 23/10/2024 -
Financial Coaching vs. Financial Planning: Insights from Money Coach Alina Burlacu
Publicado: 22/10/2024 -
Supporting Women's Wellbeing in the Workplace: Emma Hall's Journey in Financial Planning
Publicado: 15/10/2024 -
Breaking the Age Bias: Investing in the Next Generation of Financial Planners with Kate Bailey and Ryan Milne
Publicado: 9/10/2024 -
Leadership & Perfecting Career Development Frameworks in Financial Planning - Helen Lovett - COO at Foster Denovo
Publicado: 3/10/2024 -
From Fitness to Finance: Tom Mangan's Journey to Becoming a Successful Young Financial Planner
Publicado: 1/10/2024 -
Risk Vs Reward, Career Lessons from Terry Smith CEO of Fundsmith
Publicado: 26/9/2024
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 profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! 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. since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam now works as the Head of Creative for Hoxton Capital Managment, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm. Sam has always had a passion for financial services, starting out as a trainer for leading product provider in the UK, he has been in the industry for over 20 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 profession. Be sure to check out Financial Planner Life Academy - start your career today! https://financialplannerlife.com/financial-planner-life-academies/
