Shows / Financial Planner Life Podcast
Financial Planner Life Podcast
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…
Episodes
Financial Planner Life PodcastSelf-Employed Financial Advisers Who've Bought 5 Advice Firms | Arrowe Financial
Join The Openwork Partnership: 👉 https://fpl.partners/Openwork-MikeJane-pod How do you grow a financial advice business by buying firms from advisers who are…
Financial Planner Life PodcastHow Much Will a Trainee Financial Planner Be Paid in 2026? | Insight Associates
How do you become a financial adviser on a salary, without the financial risk of going self-employed? Jason Howard, Founder & CEO of Insight Associates, and…
Financial Planner Life PodcastThe Broken Financial Advice Process: Who’s to Blame? | Derek Smith, Aberdeen Adviser
Find out more about Aberdeen Adviser: https://fpl.partners/aberdeen-adviser Connect with Derek Smith on LinkedIn…
Financial Planner Life PodcastRose Was Offered to Buy the Financial Advice Firm She Joined at 18, She Started Her Own Instead!
Learn more about The Openwork Partnership How do you move from employed administrator and paraplanner to self-employed financial adviser, business owner and…
Financial Planner Life PodcastOver 50% of New UK Financial Advisers Came Through This ONE Academy!
Learn more about the St. James's Place Academy When a financial adviser retires, their clients do not retire with them. Somebody has to be ready to pick up…
Financial Planner Life PodcastWhy Up To 72% Of Your Financial Planning Client Book Costs MORE To Serve Than It EARNS. - Pillar Client Services
An adviser told Brian McLaughlin he was about to disengage 300 clients because he simply could not service them anymore. He did not want to. He just could not…
Financial Planner Life PodcastAI And The Future Of Paraplanning with Templi | Jack Sleator
A paraplanner sits down on a Monday morning to write one new business suitability report and loses most of the day to it. The document runs to 40+ pages. The…
Financial Planner Life PodcastNatalie Malone on the Financial Services Career That Puts YOU In Front of Entire Workforces
Almost nobody in financial services can explain what an employee benefits consultant actually does all day, which is strange for a specialism that sits inside…
Financial Planner Life PodcastMark Rockliffe and Chris Larkin on the 70% Confidence Gap Costing Financial Planners Business
Financial planners are sitting on a confidence problem: a 70% opportunity gap when it comes to closing, and it is costing them business they should be winning…
Financial Planner Life PodcastJeanne Mpondo Asked a Room of Women Who Invests. Not One Hand Went Up...
Jeanne Mpondo asked a room full of women in London whether anybody there was investing in anything. Not one hand went up. She then asked who owned their home…
Financial Planner Life PodcastShe Spent 10 Years in Law Before Taking a HUGE Pay Cut To Become a Financial Planner | Imogen Winfield
Towards the end of her ten years in law, Imogen worked out that fifteen hour days for three and a half months would get her to the billable hours she needed…
Financial Planner Life PodcastFrom Financial Planning Degree To Head Of Advice In Dubai | Rebecca Ellis
Rebecca Ellis became a Chartered Fellow in her early twenties, but becoming a financial adviser wasn’t her immediate next step. Today, she is Head of Advice at…
Financial Planner Life PodcastFrom IFA Network To Directly Authorised - One Financial Solutions Next Chapter! | Wayne Griffiths, One Financial Solutions
After 13 years inside a financial advice network, Wayne Griffith and One Financial Solutions have become directly authorised by the FCA. But what does it…
Financial Planner Life PodcastThe Investment Clock: What Financial Advisers Need to Know About Market Cycles | Trevor Greetham & Robin Ellis
Trevor Greetham, Head of Multi-Asset at Royal London Asset Management, still measures market timing with a clock face borrowed from a 1930s newspaper. The idea…
Financial Planner Life PodcastThis CPD Strategy is Like “Netflix For Financial Advisers?!” | David Tait, Redmill Advance
Think about it like Netflix, but for CPD. That's how David Tait, of Redmill Advance, describes the platform he's built for financial advisers, back on this…
Financial Planner Life PodcastYou Can Build A Brilliant Financial Adviser Career Without Going Self-Employed | Laura Fordham
Laura Fordham's (Financial Adviser at Titan Wealth) route into financial planning wasn't planned. She spent her first year handling the job entirely alone…
Financial Planner Life PodcastFrom Level 4 To Chartered Financial Planner - Is It Worth It? | Lewis Prosser
Lewis Prosser has spent years myth-busting what it takes to go chartered. He is joined this week by David Tait of Redmill Advance. Lewis runs the St. James's…
Financial Planner Life PodcastWhy Financial Advisers Shouldn’t Sign Long-Term AI Contracts | Hardy Michel, Marloo
Hardy Michel is the founder of Marloo, an AI tool for financial advisers, and one of the most unusual things you'll hear him say as a tech founder, is that…
Financial Planner Life PodcastHow A Mortgage Adviser Built A Predictable Income As A Financial Planner | Natalie Cheesman
Natalie Cheesman, Partner at St. James's Place, joins Sam Oakes to talk about how she built a financial planning practice to £6 million in funds under…
Financial Planner Life PodcastHow a Financial Advice Podcast Beat £1 Million in Google Ads for recruitment | New Leaf Distribution
Dan Hobbs, CEO at New Leaf Distribution, joins Sam Oakes to talk about what building their own podcast has delivered for an IFA Network. He's joined by his…
Financial Planner Life PodcastADHD and Neurodiversity Exam Support for Financial Planning from Redmill Advance & Neurosparks
Dan Armitage (CEO of Neuro Sparks) and David Tait (Founder of Redmill Advance,) joins Sam Oakes to talk about supporting neurodivergent individuals in…
Financial Planner Life PodcastHow UK Planners Can Advise Clients With US Assets | Matthew Samuel
Matthew Samuel, UK Chartered Financial Planner and SEC Regulated Financial Planner at Titan Wealth International, has built a career across both the UK and the…
Financial Planner Life PodcastI Switched From Investment Managment to Financial Planning £0 - £40m AUM in 3 years! | Samantha Wood
What does it take to leave a secure career, become self-employed and build a financial planning business managing close to £40 million in just three years? In…
Financial Planner Life PodcastHow the UK's Youngest Financial Adviser Built a £10 Million AUM Business Before 24 | Romany Youell
Romany Youell, Founder of The Finance Woman, qualified as the UK's youngest ever financial adviser at 18 after dropping out of college at 16. By 24 she had…
Financial Planner Life PodcastAycan Richards on Building and Exiting a Financial Planning Career in the Middle East | Titan Wealth
Aycan Richards, Chartered Financial Planner at Titan Wealth, spent 13 years building a financial planning career across Qatar and Dubai before making the…
Financial Planner Life PodcastHow Financial Advisers Are Booking 3 to 5 Client Appointments a Week on LinkedIn | Louis Adkins
Most financial advisers already know they should be more active on LinkedIn. What they don't know is why what they're doing isn't working. Free LinkedIn…
Financial Planner Life PodcastLIBF Level 4 Qualification Deep Dive | John Somerville & David Tait
Why 30 to 39 Is the Best Age to Become a Financial Adviser Is 30 too old to start a career in financial planning? A lot of people would say yes. The reality is…
- Financial Planner Life Podcast
Mother and Daughter Financial Planners: Building a £100M AUM Partner Practice! | Adele Cable & Victoria Cable
What's the best age to become a financial planner? Adele Cable changed career at 53, convinced she was nearly on the ‘scrapheap’. Victoria Cable started at 23…
- Financial Planner Life Podcast
The Care Conversation Financial Planners Are Missing | Stephanie Leung, KareHero
Care costs up to £100,000 a year. 1 in 4 people in the UK sell their home to pay for it. And most financial planners are having the conversation far too late…
- Financial Planner Life Podcast
International Career Advice from a Number 1 Financial Planner at Titan Wealth | Andreas Hollas
Should UK financial planners be looking at the international advice market? Andreas Hollas has spent 13 years in Dubai building expertise that has no textbook…
- Financial Planner Life Podcast
39% of people don't trust financial planners, take 'Adviser Advantage' test for free! | Chris Larkin, BigRock
Take the Adviser Advantage test here! 👈 Only 39% of UK adults trust financial services. For a profession built entirely on trust, that number should be a…
- Financial Planner Life Podcast
Training to Become a Financial Planner - Exams, Client Meetings & Building in Public | Hannah Wooldridge
Hannah Wooldridge isn't only the person keeping Financial Planner Life running behind the scenes. She's also training to become a financial planner, and…
- Financial Planner Life Podcast
How Tim Brienza Built a £50M Client Base Through Financial Planning
For most financial planners, the point of entry into the industry is either from an adjacent field or by working up from admin through paraplanning roles. But…
- Financial Planner Life Podcast
Financial Planners Will Lose Millions, this £10 Tech can solve the Wealth Transfer Problem! | Ben Mason, Kinvault
75% of financial advisers lose their AUM when a client passes away. Not because of bad performance. Not because of high fees. Simply because nobody built a…
- Financial Planner Life Podcast
How Financial Planners and Investment Managers Serve Wealthy Families | George Davey & Matt Beddall
Most financial planning firms have both a financial planner and an investment manager. Far fewer have a team that operates as a single unit, with a shared…
- Financial Planner Life Podcast
I left St James's Place for an IFA and Instantly Regretted it! | Alwyn Van Staden
Should technical professionals go freelance immediately or start as employed advisers? Alwyn Van Staden's journey offers a fresh perspective on entering…
- Financial Planner Life Podcast
Are these the Best Paid Jobs and Benefits in Financial Planning? Frazer James: the best should be paid more! | James Mackay
Frazer James aren't looking for every candidate. They're looking for A++ people. Check out the jobs and book a meeting with James Mackay today!! And if that's…
- Financial Planner Life Podcast
The Truth About Selling an International Financial Planning Business | Dan Dickinson
What actually determines whether a financial advice firm can be successfully sold? In this episode of Financial Planner Life, we sit down with Dan Dickinson to…
- Financial Planner Life Podcast
Are These AI Agents for Financial Planners the best in 2026? | Alan Gurang
What if financial advisers could spend 70%… or even 100% of their time with clients? Book a demo - here In this episode of Financial Planner Life, we sit down…
- Financial Planner Life Podcast
Inside Titan Wealth: James Kaberry & Andrew Fearon on Consolidation, Private Equity and the Future of Financial Advice
Consolidation is rapidly reshaping the financial planning profession. But what’s really driving it? And what does it actually mean for advisers, firm owners…
- Financial Planner Life Podcast
Building a Financial Planning Career in Public: Lessons, Risks & Opportunities | Hannah Wooldridge
What happens when you realise your relationship with money needs to change, and it ends up changing your entire life? In this episode of Financial Planner…
- Financial Planner Life Podcast
From Rugby Player to Financial Adviser: How Titan Wealth’s Sports Academy Supports Career Change | Ethan Waller
What happens when a professional athlete’s career comes to an end… and what comes next? In this episode of Financial Planner Life, Sam Oakes sits down with…
- Financial Planner Life Podcast
Employed Financial Planner Academy: The Openwork & Redmill Advance Partnership | David Tait & Helen Longland
In this episode of the Financial Planner Life Podcast, Sam Oakes is joined by Helen Longland from Openwork and David Tait from Redmill Advance to explore how…
- Financial Planner Life Podcast
A Financial Adviser Built AI That Replaced His Job for £149 a Month | Max Anderson
How can financial advisers use AI to grow their business without hiring more staff? Book Free Demo of Wealth Space - Here In this episode of Financial Planner…
- Financial Planner Life Podcast
Investment Banker to Self Employed IFA | Caroline Laudren
In this episode of the Financial Planner Life Podcast, Sam Oakes speaks with Caroline Laudren-Quillet, who transitioned from investment banking at Deutsche…
- Financial Planner Life Podcast
Building An International Financial Advice Powerhouse - Titan Wealth International | Tyla Phillips & William Burrows
The Evolution of International Financial Planning | Titan Wealth International | Dubai Careers and Global Financial Advice Opportunities International…
- Financial Planner Life Podcast
How A Paraplanner Became A Financial Planner At Titan Wealth | Azela Safri
Thinking about a career change into financial planning? How do you become a financial adviser if you’re changing careers? In this episode of The Financial…
- Financial Planner Life Podcast
Redmill Advance: Raising Standards in Financial Planning Education & Qualifications | David Tait
In this special episode of the Financial Planner Life podcast, Sam Oakes welcomes David Tait, Managing Director and Founder of Redmill Advance, our official…
- Financial Planner Life Podcast
42-Year Legacy, Startup Energy: Reinventing a Family Advice Firm | Sean Standerwick
This week on the Financial Planner Life podcast, I’m joined by Sean Standerwick, co-owner of MLP Wealth Management, a financial planning firm based on the high…
- Financial Planner Life Podcast
How A Career Pivot At 45 Built A Purpose-Led Financial Planning Practice | Heather Hiley
In this episode of Financial Planner Life, Sam Oakes speaks with Heather Hiley, founder of Heather Hiley Financial Planning and a Partner Practice with St…
- Financial Planner Life Podcast
From 17 Clients to £500M+ AUM: How Marc Norris Built a Thriving Financial Planning Firm | Marc Norris
Title: From 17 Clients to £500M AUM: How Marc Norris Built a Thriving Financial Planning Firm In this episode of Financial Planner Life, Sam Oakes is joined by…
- Financial Planner Life Podcast
How A 20% Pay Cut Became A Career Breakthrough In Wealth Management | Neil Whiteside
In this episode of Financial Planner Life, Sam Oakes talks with Neil Whiteside, a financial planner at First Equitable, about his winding, risk‑reward career…
- Financial Planner Life Podcast
Life as a Hyper Local Female Financial Planner in Bishop’s Stortford | Tammy Salmon & Emma Layton
In this episode of Financial Planner Life, Sam Oakes speaks with Tammy Salmon and Emma Layton of Salmon Financial Planning, a partner practice of St. James’s…
- Financial Planner Life Podcast
How to Build a Referral-Driven Financial Planning Business with Rosie Hooper
This week on the Financial Planner Life podcast, Sam Oakes sits down with Rosie Hooper, Chartered Fellow and Financial Planner at Quilter Cheviot. Rosie shares…
- Financial Planner Life Podcast
He Built 40 Clients in a Library. Now He Manages £58M AUM | James Westpfel
This week on the Financial Planner Life podcast, Sam Oakes speaks with James Westpfel, a financial planner at Foster Denovo, who shares his career journey from…
- Financial Planner Life Podcast
From the Trading Floor To Financial Planner with £70 Million AUM | Kanishk Swarup
In this episode of the Financial Planner Life podcast, Kanishk Swarup shares his incredible journey from high-stakes equity derivatives trading at JP Morgan…
- Financial Planner Life Podcast
Active vs Passive investing: A Pointless Debate for Financial Planners? | Andrew Spence
In this episode of Financial Planner Life, host Sam Oakes sits down with Andrew Spence, Co-Founder of Aspen, to challenge the industry’s most controversial…
- Financial Planner Life Podcast
From JP Morgan to £150M AUM: - Building a Referral-Only Financial Advice Practice | Karen Berisford
Karen Berisford, Chartered Financial Planner and Fellow of the PFS, left a prestigious investment role at JP Morgan to build a client-first advice practice…
- Financial Planner Life Podcast
Can 105 Financial Advisers Be Wrong? Find Out! | Sam Wallis
Is This the Best IFA Network? Sam Oakes Meets Sam Wallis – New Leaf Distribution Visit: reach out to new leaf - click here Welcome back to the Financial…
- Financial Planner Life Podcast
Working 3 Days a Week as a Financial Planner and Thriving! | Hannah Witty
In this episode of the Financial Planner Life podcast, Sam Oakes sits down with Hannah Witty, Chartered Financial Planner at Foster Denovo, to explore her…