238 Episodo

  1. Phillip Instone on being DA, & growing through acquisitions & buying retiring IFA client books

    Publicado: 24/9/2020

  2. Jessamy Walker - Building your own financial planning firm, AR over DA and the power of SEO

    Publicado: 15/9/2020

  3. Robert Lewis - the realities of building a directly authorised IFA

    Publicado: 3/9/2020

  4. Anthony Rowe - From professional basketball to a career in Finanical Planning.

    Publicado: 17/8/2020

  5. Kieran Bywater - From Professional Footballer to Financial Planner, Why he chose Financial Planning as a career.

    Publicado: 10/8/2020

  6. Jeremy Korn - on Impact & ESG Investing, why ethical investments are important & the changes to MiFID II for Financial Planners

    Publicado: 6/8/2020

  7. Catherine Morgan on financial wellbeing, personal branding and why more women should join the financial planning profession.

    Publicado: 30/7/2020

  8. Tina Weeks on coaching clients, running a financial planning business, and how getting to know yourself will make you a better financial planner

    Publicado: 22/7/2020

  9. Richard Mikdadi Chartered Fellow on Ultra High Net Worth Financial Planning, Why Team Work Makes the Dream Work, And a Career at Tilney.

    Publicado: 16/7/2020

  10. Jonathon Jay, from Trainee Paraplanner to Chartered Financial Planning Director at Investec

    Publicado: 7/7/2020

  11. Cathi Harrison - business owner, CEO of the Verve Group talks graduate recruitment, outsourced paraplanning & compliance.

    Publicado: 29/6/2020

  12. Nathan Smith - From college to financial planner, the power of mentorship & why entry level roles are the way forward!

    Publicado: 18/6/2020

  13. Simon Parfitt - Fee Based, Life Centred Financial Planning in Hong Kong

    Publicado: 11/6/2020

  14. Makala Green on networking, advising the entertainment industry and being the first black chartered female financial planner in the UK.

    Publicado: 18/5/2020

  15. James Prince - the realities of making it as an International financial planner in Abu Dhabi

    Publicado: 11/5/2020

  16. Jade Rose: From fashion to finance: Why health and wellness, financial literacy and educating young women on finance is crucial

    Publicado: 20/4/2020

  17. Emmanuel Asuquo: The importance of personal branding, and educating young adults about financial literacy

    Publicado: 9/4/2020

  18. 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!

    Publicado: 19/3/2020

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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 wealth, 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/academy/

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