Financial Planner Life Podcast
Un pódcast de Sam Oakes
Categorías:
222 Episodo
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Mindful Wealth
Publicado: 6/4/2023 -
The New World Order – Affordable Financial Planning for All
Publicado: 30/3/2023 -
B Corp: Turning Your Financial Planning Business Into a Force for Good
Publicado: 23/3/2023 -
How We Can Better Serve The LGBTQ+ Community
Publicado: 16/3/2023 -
Finding your niche within Paraplanning
Publicado: 9/3/2023 -
Building the Foundations for Success. Client Relationships and Business Development
Publicado: 2/3/2023 -
Transitioning From Employed to Self-employed IFA Within the Same Company
Publicado: 23/2/2023 -
Let’s Talk About Menopause and Mental Health
Publicado: 16/2/2023 -
Setting up a Directly Authorised Financial Planning Firm From Scratch!
Publicado: 9/2/2023 -
Networking for Financial Planners with Octo Members Founder Lee Robertson
Publicado: 2/2/2023 -
Breaking the Taboo’s Within Financial Planning
Publicado: 29/12/2022 -
Career Accelerator For Financial Planning - Part 4 of 4
Publicado: 22/12/2022 -
Career Accelerator For Financial Planning - Part 3 of 4
Publicado: 21/12/2022 -
Career Accelerator For Financial Planning - Part 2 of 4
Publicado: 20/12/2022 -
Career Accelerator For Financial Planning - Part 1 of 4
Publicado: 19/12/2022 -
Business Management for Financial Planners - Lucy Byrom
Publicado: 15/12/2022 -
How Paraplanning and Financial Advice Prepared Me For A Role In Operations
Publicado: 1/12/2022 -
Dave Robinson on why It's the 'Chartered IFA Way or The Highway'
Publicado: 24/11/2022 -
The Kinvault From Kinherit - Revolutionising Wealth Transfer for IFAs and their Clients
Publicado: 18/11/2022 -
How Powerful Networking Practices Creates the Ultimate Work Life Balance - Chris Daems
Publicado: 17/11/2022
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/
