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 Podcast
Career Tips From Successful Financial Planners Part 1 - Golf Day
🎥 Financial Planner Life Golf Day | Game 1: Vikash Kanani vs Paul Taylor Real Golf. Real Financial Planners, Real Finanical Planning Career advice. Watch this…
- Financial Planner Life Podcast
Career Tips From Successful Financial Planners Part 2 - Golf Day
Welcome to Day 2 of the Financial Planner Life Golf Day – where birdies, bogeys, and brilliant business insights go hand in hand. You can watch this episode on…
- Financial Planner Life Podcast
How to pass the CII R01-RO6 exams (DipPFS) in 6 months. 2025 update! | Gary Paul, John Smith & Rebecca Bidwell
How do you pass the CII RO exams and achieve the DipPFS? In this episode of Financial Planner Life, host Sam Oakes speaks with Gary Paul (Academy Relationship…
- Financial Planner Life Podcast
85 First Client Meetings in 2 Months, Why I Love Prospecting! | Jak Ali
How do you get clients as a financial planner without buying leads or relying on referrals? In this episode of Financial Planner Life, Sam Oakes interviews Jak…
- Financial Planner Life Podcast
Mortgage Adviser Explains Why She Went Self-Employed - And Will Never Go Back! | Carly Naylor
Mortgage Adviser Explains Why She Went Self-Employed, and Will Never Go Back! 👉 “I left my job after 16 years, and it turned out to be the best decision I ever…
- Financial Planner Life Podcast
So, you want to be a self-employed IFA? Watch this first! | Mark Hobbs
If you’re a newly Level 4 Diploma qualified financial adviser with or without CAS status, an experienced financial planner wanting to run your own practice, or…
- Financial Planner Life Podcast
AI Is a Fuel, Not a Tool: Redefining Financial Advice with Saturn - Rohit Vaisha
What if your advisers could serve 20–30 more clients, save 45 minutes per meeting, and reduce suitability report time from 3 hours to 10 minutes - all without…
- Financial Planner Life Podcast
I never thought someone like me could be a financial planner! | Miriam Murphy
Thinking about a career in financial planning? In this episode of Financial Planner Life, Miriam Murphy joins Sam Oakes to share her powerful career switch…
- Financial Planner Life Podcast
Restricted or IFA? What is best for my Financial Planning Career - with Wayne Griffiths from One Financial Solutions.
Wayne Griffiths | One Financial Solutions | Financial Planner Careers In this episode of the Financial Planner Life podcast, Sam Oakes sit down with Wayne…
- Financial Planner Life Podcast
Self-Employed Chartered Financial Planner with £10M AUM, By 26 - Lawrence Bearman from Westminster Wealth Management
From Admin to Self-Employed Financial Planner with £10M AUM by 26! In this episode of the Financial Planner Life Podcast, Sam Oakes sits down with Lawrence…
- Financial Planner Life Podcast
“Built a £60 million AUM Financial Planning Business After Surviving Cancer” A Foster Denovo Special | Russell Cook
From Critical Illness to £60M Practice: Russell Cook’s Story of Resilience, Mindset and Career Growth at Foster Denovo In this special partnership episode of…
- Financial Planner Life Podcast
From Council Estate to Financial Planning TV & Social Media Influencer! | Emmanuel Asuquo
In this episode of the Financial Planner Life podcast, host Sam Oakes reconnects with Emmanuel Asuquo, a leading financial planner, TV personality, and social…
- Financial Planner Life Podcast
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…
- Financial Planner Life Podcast
Let Go or Burn Out: Jeri Williams’ Guide to Reclaiming Your Time
Jeri Williams on Scaling a Business, Letting Go of Control, and Building a Life with More Freedom In this episode of Financial Planner Life, Sam Oakes sits…
- Financial Planner Life Podcast
He Built £12M AUM With Just LinkedIn and a Laptop - Financial Planner Success! | Aleem Nijabat
In this episode of the Financial Planner Life podcast, Sam Oakes speaks with Aleem Nijabat, a self-employed financial planner who built £12 million in AUM…
- Financial Planner Life Podcast
Why You Feel Anxious About Money (And Don’t Even Know It) - with Dennis Harhalakis
In this episode of Financial Planner Life, Sam Oakes is joined by certified money coach Dennis Harhalakis to explore the powerful emotional side of money - and…
- Financial Planner Life Podcast
From ChatGPT to Chat SJP: The AI Revolution at St. James’s Place | John O'Driscoll & Wenyu Bai (SJP)
In this episode, Sam Oakes is joined by John O’Driscoll and Wenyu Bai from St. James’s Place to explore how AI and technology are being developed to support…
- Financial Planner Life Podcast
20 Years, 450+ People: The Foster Denovo Growth Journey with Roger Brosch
Roger Brosch | 20 Years of Foster Denovo, 47% Growth, and the Launch of Foster Denovo Talks In this episode of Financial Planner Life, we welcome back Roger…
- Financial Planner Life Podcast
From Rejection to Chartered Financial Planner: Jay Dhaliwal's Journey
In this episode of the Financial Planner Life podcast, host Sam Oakes sits down with Jay Dhaliwal, Chartered Financial Planner at Chase de Vere, to talk about…
- Financial Planner Life Podcast
From Recruiter to £266M Financial Planner | A Career Change That Paid Off - with Vikash Kanani
How a Former Recruiter Built a £266M Financial Planning Business - Vikash’s Journey from BD to Chartered Adviser In this episode of the Financial Planner Life…
- Financial Planner Life Podcast
How Financial Planners Can Win with Marketing in 2025 | Samantha Russell
This week on the Financial Planner Life podcast, I sat down with Samantha Russell, one of the most respected voices in financial adviser marketing in the US…
- Financial Planner Life Podcast
Paul Jackson from Invesco on Investment Strategy & Career Lessons
In this episode of the Financial Planner Life podcast, Chris Ball sits down with Paul Jackson, Global Head of Asset Allocation Research at Invesco, to explore…
- Financial Planner Life Podcast
Can You Be a Financial Planner with ADHD & Dyslexia? | Dan Buckland
This week on The Financial Planner Life Podcast, we’re celebrating Neurodiversity Celebration Week with an inspiring conversation featuring Dan Buckland, a…
- Financial Planner Life Podcast
Hiring Missionaries, Not Mercenaries: How Guy Skinner Built a £1M Financial Planning Firm
Hiring Missionaries, Not Mercenaries with Guy Skinner In this episode of Financial Planner Life, we welcome back Guy Skinner, founder of Citygate Financial…
- Financial Planner Life Podcast
Want to Be a Financial Planner? Here’s What You Need to Know! | Carla Brown
🚀 How Do We Attract and Develop the Next Generation of Financial Planners? In this episode of Financial Planner Life, I sit down with Carla Brown, President of…
- Financial Planner Life Podcast
Chris Ball: Hoxton Wealth’s Big Plans for 2025
Chris Ball is back on the Financial Planner Life Podcast, and this time, we’re diving deep into Hoxton Wealth’s explosive growth in 2024 and what’s coming in…
- Financial Planner Life Podcast
Performance Coaching for Financial Planners: Unlock Your Full Potential - with Tony Fields
🔥 From Burnout to Breakthrough: How Performance Coaching Transforms Careers 🔥 In this episode of The Financial Planner Life Podcast, I sit down with Tony…
- Financial Planner Life Podcast
Crypto, ETFs & Big Money—Why Institutions Are Moving Into Bitcoin. - With Lisa Tyshchenko
Bitcoin just smashed past $100K—but is it just another speculative bubble, or is it cementing its place as the digital gold of the future? To get real answers…
- Financial Planner Life Podcast
Want to Grow as a Financial Planner? Build the Right Team Around You - with Joanna Butler
In this episode of the Financial Planner Life podcast, we sit down with Joanna Butler, Director of Client Operations at Foster Denovo. Joanna’s 18-year career…
- 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…
- Financial Planner Life Podcast
Behind the Headlines: Neil Woodford Reflects on His Career
This week on the Financial Planner Life Podcast, Chris Ball hosts a long-form, unedited conversation with Neil Woodford—one of the most talked-about figures in…
- Financial Planner Life Podcast
Go All In on Your Niche When Building a Financial Planning Business from Scratch - Rohit Rohela
In this inspiring episode of the Financial Planner Life Podcast, host Sam Oakes sits down with Chartered Financial Planner Rohit Rohela, affectionately known…
- Financial Planner Life Podcast
Switching From Mortgage Adviser to Chartered Financial Planner With Charlotte Walters
In this episode of the Financial Planner Life podcast, we are joined by Charlotte Walter, an award-winning chartered financial planner and founder of Avail…
- Financial Planner Life Podcast
Starting a Financial Planning Career at 50 & Writing £400k in Year 1 at Foster Denovo | Marnel Stafford
In this episode of the Financial Planner Life Podcast, we’re joined by Marnel Stafford, a financial planner at Foster Denovo, who shares her remarkable story…
- Financial Planner Life Podcast
From Classroom to Client Meetings: Laura North's Journey from Teacher to Financial Planner
Laura North, a former college lecturer with 16 years of experience, shares her incredible journey of moving from the classroom to becoming a successful…
- Financial Planner Life Podcast
From Kyrgyzstan to UK Financial Planner: Cholpon Djanuzakova - Why Mindset And Hardwork, Always Wins!
"Imagine starting over in a new country, grappling with a new language, and breaking into a competitive industry. This is Cholpan Djanuzakova's reality. Her…
- Financial Planner Life Podcast
What A Paraplanning Manager Does And How To Get Ahead In Your Paraplanner Career | Louise Headifen
🤔 Are Paraplanning Managers Holding Back Trainee Financial Planners? Not at Foster Denovo, where growth, ambition, and clear career aspirations take center…
- Financial Planner Life Podcast
How we built a £2.5 Billion lending business, and why we are doing it again with TAB! | Duncan Kreeger & Stephen Wasserman
Chris Ball interviews Duncan Kreeger and Stephen Wasserman, the dynamic duo behind West One Loans and now TAB, in this fascinating episode of Financial Planner…
- Financial Planner Life Podcast
Financial Coaching: The Content Creation Gap in Financial Planning with Peter Komolafe (Conversation of Money)
Financial planners, prepare to embark on a journey with our special guest, Peter Komolafe from the Conversation of Money, as we explore the dynamic world of…
- Financial Planner Life Podcast
Interview with David Kneeshaw, Group Chief Executive of International Financial Group Limited (IFGL)
In this episode of Financial Planner Life, Chris Ball, CEO of Hoxton Wealth, interviews David Kneeshaw, Group Chief Executive of International Financial Group…
- Financial Planner Life Podcast
How I achieved £500,000 turnover as a self employed financial planner with Foster Denovo | Nikos Christoforou
Ever wondered what it takes to successfully transition from product sales to holistic financial planning? Today, Financial Planner Life host Sam Oakes sits…
- Financial Planner Life Podcast
Part-Time Financial Planner, Why it works for me! | Paula Leitch
Join us for an insightful conversation with Paula Leitch, a trailblasing part-time financial planner whose journey took her from Australia to the heart of…
- Financial Planner Life Podcast
Paraplanning Disruptor - How 'Parapool' is creating a gig economy for Paraplanners! With Rebecca Livesey
In this episode of Financial Planner Life, Rebecca Livesey introduces Parapool, a gig-based, online marketplace that is revolutionising the paraplanning…
- Financial Planner Life Podcast
Financial Coaching vs. Financial Planning: Insights from Money Coach Alina Burlacu
In today's episode of Financial Planner Life, Alina Burlacu, financial coach (and qualified financial planner) shares her insights on the evolving role of…
- Financial Planner Life Podcast
Supporting Women's Wellbeing in the Workplace: Emma Hall's Journey in Financial Planning
In this episode of Financial Planner Life, we are joined by Emma Hall, Chartered Financial Planner of the Year, who shares her career journey through a lens…
- Financial Planner Life Podcast
Breaking the Age Bias: Investing in the Next Generation of Financial Planners with Kate Bailey and Ryan Milne
In this episode, Managing Director, Kate Bailey, and Associate Partner, Ryan Milne, explore how mentorship, training, and succession planning are driving the…
- Financial Planner Life Podcast
Leadership & Perfecting Career Development Frameworks in Financial Planning - Helen Lovett - COO at Foster Denovo
Ever wondered how to create a thriving workplace that benefits employees, shareholders, and clients alike? Don't miss our enlightening conversation with Helen…
- Financial Planner Life Podcast
From Fitness to Finance: Tom Mangan's Journey to Becoming a Successful Young Financial Planner
Join us for an inspiring conversation with Tom Mangan, a financial planner at St James's Place, who transitioned from the fitness industry to financial…
- Financial Planner Life Podcast
Risk Vs Reward, Career Lessons from Terry Smith CEO of Fundsmith
In this episode of Financial Planner Life, Chris Ball (CEO of Hoxton Wealth) steps in as host while Terry Smith, CEO of Fundsmith (and often referred to as the…
- Financial Planner Life Podcast
Women, Wealth and Podcasting: Tracy Brookes' Journey Through Her Financial Planning Career
In this episode of Financial Planner Life, host Sam Oakes sits down with financial planner Tracy Brookes for an honest and open conversation about her journey…
- Financial Planner Life Podcast
From Retail to Financial Planning: The Transformative Journey of Godfrey Asare
Discover the transformative journey of Godfrey Asare, who transitioned from the food retail sector to becoming a successful financial planner, all while…
- Financial Planner Life Podcast
From Accounting to Financial Planning: Charley Smith’s Journey to Success
Have you ever wondered what it’s like to make the leap from the UK to Dubai for a career in financial planning? In this episode, we sit down with Charley, a…
- Financial Planner Life Podcast
From Admin to Paraplanner to Practice Manager - Paula Guedes Inspiring Journey in Financial Planning
What does it take to transition from an administrative role to a technical expert in financial planning? Join us as we talk with Paula Guedes, a dynamic…
- Financial Planner Life Podcast
Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success - Ellie Gracie from Hoxton Wealth
Unlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from Hoxton…
- Financial Planner Life Podcast
From Graduate to Chartered Financial Planner & what I do in the paraplanner club - Matt Finch
From his humble beginnings as an administrator to his current role managing a client book as a financial planner in an investment Managment company , Matt's…
- Financial Planner Life Podcast
Global Compliance in Financial Planning: Insights from Paul Tate of Hoxton Capital Management
Unlock the secrets of global compliance in financial planning with our special guest, Paul Tate, the Global Head of Compliance at Hoxton Capital Management…
- Financial Planner Life Podcast
The Transformative Journey of a Young Financial Planner - Dylan Ellis
Trigger Warning - We discuss Suicide and Addiction. Hosted by: Sam Oakes Guest: Dylan Ellis, Financial Planner at St James's Place Episode Overview: In this…
- Financial Planner Life Podcast
Why Switching from Mortgage Advice to IFA is a good idea! With Daniel Hobbs of New Leaf
Are you a mortgage advisor looking for more stability and long-term growth in your career? Transitioning to an Independent Financial Advisor (IFA) might be the…
- Financial Planner Life Podcast
Life Protection, Careers and International Opportunities at Hoxton Capital with new hire Adrian Benjamin and Sam Oakes
And another top hire for Hoxton Capital Managment in the UK! Join us on this episode of the Financial Planner Life podcast as we sit down with Adrian Benjamin…
- Financial Planner Life Podcast
Financial Planning Talent Attraction and Management with Helena Bogdanovski of Foster Denovo
Want to know the secrets to successful recruitment in the financial planning profession? Our special guest, Helena Bogdanovski from Foster Denovo today shares…