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She left the Army and became a Financial Planner Mum, With St James's Place Academy | Katie Volker
In this episode of the financial planner life podcast, Sam Oakes sits down with Katie, a former Army officer who transitioned into a successful financial planning career with the St. James’s Place Academy.
Katie’s story is one of resilience, adaptability, and building a business that fits around life’s big moments, including becoming a mum mid-way through growing her firm.
We cover:
✅ How military skills like leadership, discipline, and resilience translate into financial planning
✅ What it’s really like going through the St. James’s Place Academy (and how Katie passed her exams in just 6…
The skinny
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