Latest / Financial Planner Life Podcast
Father & Son in Finance: How St. James’s Place Academy Shapes Careers & Succession | Karl & Harry
Would you trust a financial planner under 30?
There’s a big debate in financial planning: Does age matter?
Some say younger advisors lack life experience—that they can’t guide clients through retirement, divorce, or legacy planning. Others argue that young planners bring fresh perspectives, long-term commitment, and up-to-date knowledge.
After sitting down with Karl and Harry—a father-son duo from St. James’s Place—on the Financial Planner Lifepodcast, I’ve seen both sides of the coin.
Karl has spent nearly 40 years in financial planning, taking over his father’s business at just 20 after an…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.