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
Why I didn't take recruiter advice, and how I secured my first job in Financial Planning as a Financial Planner! Tom Brookes
Unlock the secrets to a fulfilling career in financial planning with Tom Brookes from Mosaac Financial Planning. Tom's journey is nothing short of…
- Financial Planner Life Podcast
Unlocking Success in Global Financial Advice: Insights from Dubai with Jacob Hall of Hoxton
Unlock the secrets to succeeding in the global financial advice with insights from Jacob Hall, the Global Head of Advisory for Hoxton Capital Management. Jacob…
- Financial Planner Life Podcast
Emotional Intelligence in Financial Planning with James Woodfall & Sam Oakes
Unlock the secrets of emotional intelligence in financial planning with James Woodfall, our special guest and ex-financial planner turned EQ expert. Discover…
- Financial Planner Life Podcast
From Luxury Cars to £63m in AUM, a Financial Planning Career Pivot With Nathan Ind of St James's Place
Ever wondered how selling luxury cars could lead to managing 63 million in assets? Join us for an enlightening conversation with Nathan Ind, a partner at St…
- Financial Planner Life Podcast
Building an International Financial Planning Business with $2bil AUM in 6 years! Chris Ball of Hoxton Capital Management
Curious about the international Financial planning space? Join us for an exclusive conversation with Chris Ball, CEO of Hoxton Capital Management, as he shares…
- Financial Planner Life Podcast
Unlocking Career Growth: Sean Banks on Financial Planning, Mentorship, and Navigating Career Transitions
Ever wondered why some financial planners choose employment over entrepreneurship? Discover the compelling journey of Sean Banks, Senior Financial Planner at…
- Financial Planner Life Podcast
Jonathon Jay - Why I joined Hoxton Capital Managment as Managing Director of UK Financial Planning - With Your Host Sam Oakes
This week on the Financial Planner Life Podcast, we welcome back Jonathon Jay who first appeared on the podcast 3.5 years ago and lots has changed since then!…
- Financial Planner Life Podcast
How I 6x My Turnover as a Financial Planner - Tom Schofield of Foster Denovo shares with Sam Oakes
What happens when an aspiring professional rugby player swaps the field for financial advising? Join us for a conversation with Tom Schofield, a partner at…
- Financial Planner Life Podcast
Sam Oakes Talks to Jack Dudley about his career change, from teaching to financial advice and how to get a job in financial planning.
What happens when you blend military precision with classroom teaching and then pivot to financial planning? Meet Jack Dudley, a former Royal Engineer and…
- Financial Planner Life Podcast
Change Manager Olivia Crease on Driving Growth and Innovation at Foster Denovo
What if navigating the complex world of financial planning could be made simpler and more accessible for everyone? In our latest episode, we sit down with the…
- Financial Planner Life Podcast
Is Self Employed The Wrong Way To Fix The Financial Adviser Gap? Rob Atherton Shares Why We Need More Employed Options For Trainee Financial Planners.
Can the financial planning industry sustain itself without adapting to the needs of new talent? Join us on the Financial Planner Life podcast for a…
- Financial Planner Life Podcast
St James's Place Adviser Academy Update 2024 - A Deep Dive Into Terms 5 & 6 with Gee Foottit
We are back with Gee Footitt from St James's Place for an update on the SJP Adviser Academy. In this updated episode for 2024, we take a look at some of the…
- Financial Planner Life Podcast
Ceri Griffiths - Why I Work With Women Divorcing Multi Millionaire CEO's - Niche Financial Planning.
This week is a talent partnership special with St James's Place Ever wondered how financial advisers can make a monumental impact on women's lives…
- Financial Planner Life Podcast
Life’s Good - It’s The Disease That’s The Problem. Financial Education Through Personal Tragedy | Hazel Carter
When life throws you curveballs, financial foresight can be your greatest ally. Hazel Carter, a retired financial services professional , today shares how she…
- Financial Planner Life Podcast
How I cold called my way to £100,000,000 AUM, emotional intelligence and financial planning training with - Paul Taylor
Join the conversation with Paul Taylor, an expert in financial planning, as we explore the secrets of turning ambitious individuals into top financial advising…
- Financial Planner Life Podcast
Apprenticeship v University, Early Financial Planning career development at Foster Denovo with Ryan Edwards
Ever wondered how a young professional scales the heights of the financial planning industry? Ryan Edwards, Client Relationship Manager at Foster Denovo, joins…
- Financial Planner Life Podcast
What happens after the St James's Place Academy? My 3rd year as a Financial Planner | Natasha Percy-Baxter
St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy? - click here Episode…
- Financial Planner Life Podcast
8 Promotions in 7 years at Foster Denovo, a Financial planning career development deep dive with Josie Freeman
Episode 2 of the Foster Denovo talent partnership series. Click here to see the latest job opportunities with Foster Denovo. Embark on a journey with the…
- Financial Planner Life Podcast
Redefining Financial Planning Through Diversity and Education with Guest Phoebe Ellis
Charlie Scott is joined by Phoebe Ellis, the remarkable Rising Star of 2023 from the Women in Finance Awards and Client Relationship Manager at First Wealth…
- Financial Planner Life Podcast
Crafting a Legacy Beyond Profit: The Ethical and Community-Centric Approach of Altor Wealth Management
Discover the blueprint for a financial firm rooted in ethical values and community impact as I chat with Matt Pitcher from Altor Wealth Management. Matt takes…
- Financial Planner Life Podcast
Shaping the Next Generation of Financial Advisers with Expert Guidance from Matt Fowler of St James's Place
Financial Planner Life - Talent Attraction Partnership Special with St James's Place Academy - Join Today! Embark on a journey with Matt Fowler, a chartered…
- Financial Planner Life Podcast
The Power of Alignment: Culture, Values, and Growth Mindset’ with Roger Brosch, CEO of Foster Denovo
Talent Attraction Partnership Special - Foster Denovo are Hiring - click here for jobs On this weeks episode i'm joined by Roger Brosch CEO of Foster Denovo…
- Financial Planner Life Podcast
Exploring Gen AI's Transformative Impact on Financial Advice and Compliance - Fintech Special | Robert Harradine, Craig Barraclough & Joseph Twigg
Prepare to have your mind expanded as we journey through the dynamic world where artificial intelligence reshapes the financial services landscape. Joined by…
- Financial Planner Life Podcast
Alan Smith from Capital Asset Managment, The Bullet Proof Financial Planner - Host of TRAP Podcast, talks Innovation and careers in Finanical Planning
Unlock the secrets to entrepreneurial success in the financial world with Alan Smith of Capital Asset Management and co-host of The Real Adviser Podcast (…
- Financial Planner Life Podcast
Turning Personal Loss into Professional Growth: Guy Skinner's Journey in Life Protection and Financial Planning
When life handed Guy Skinner, from CityGate Financial Planning, a devastating loss, it carved out a path for him that would intertwine personal resilience with…
- Financial Planner Life Podcast
Orann Coyle – financial planning client acquisition via Instagram!
Today on the Financial Planner Life podcast we are at St James’s place, for a face to face episode with Orann Coyle of KMC Wealth Management Oran is a…
- Financial Planner Life Podcast
Taking a career leap: What’s holding you back? | Marcus Crowther
This week’s guest is Marcus Crowther of MWC group. Marcus is a young adviser based in sunny Malta, he talks to Elena about his career journey so far. Marcus…
- Financial Planner Life Podcast
Achieving your career goals in financial planning | Bobby Sahota
This week we have energy powerhouse, Bobby Sahota – financial planner and Director at Attivo. Sam and Bobby speak about everything from Bobby’s career journey…
- Financial Planner Life Podcast
How to set up your own financial planning business | Calum Scott
Welcome to the first episode of 2024! And what a fantastic episode to get us going! Calum Scott, Financial Planner and Director of Libertas Financial…
- Financial Planner Life Podcast
How to be the best Financial Adviser you can be | Julie Flynn
Julie Flynn is a powerhouse of financial planning knowledge and passion! Charlie Scott is joined this week with Julie Flynn, Director of Bree Wealth and Tax…
- Financial Planner Life Podcast
Paraplanners – The Engine Behind a Truly Successful Financial Planning Firm | Sam Patterson
Back in the world of high-performance Financial Planning pros on the FPL Podcast as this week we’re joined by Sam Patterson, Managing Director of The Patterson…
- Financial Planner Life Podcast
Building a Financial Planning Business with Purpose | Nathan Waldrob & Ryan Nobbs
This week we're doubling down on the Financial Planner Life with our guest duo, Nathan Waldron and Ryan Nobbs, co-directors and Financial Planners with…
- Financial Planner Life Podcast
Pursuing Progression in Your Financial Planning Career
This week’s guest on the Financial Planner Life Podcast is Ben Slater, Chartered Financial Planner & Director at Stephen Eve Financial Planning Ltd. Ben…
- Financial Planner Life Podcast
How YOU can find a job in the finanical planning profession, without the need of a recruiter!
Bonus Episode In this short episode, we empower you with a rinse-and-repeat strategy for marketing yourself out to financial planning firms to secure…
- Financial Planner Life Podcast
LinkedIn Lead Generation for Financial Planners
This week we are giving away some absolute GOLD on the Financial Planner Life Podcast as we speak with Paola Forsberg, Founder and CEO of Paola Forsberg…
- Financial Planner Life Podcast
Supercharging Financial Planning Through Award Winning Administration
Administration, often seen as a great starting point for those beginning their career in Financial Planning, but due to being stigmatised as a career stepping…
- Financial Planner Life Podcast
Why You Should Become a Financial Planner: Live from Changefest
The Financial Planner Life hosts Sam Oakes, Elena Stephenson and Charlie Scott were recently invited to speak at The Chartered Institute for Securities &…
- Financial Planner Life Podcast
CRMs in Financial Planning with Wealth Dynamix and Plannr
Something a little bit different on this week’s Financial Planner Life podcast as we talk about the past, present and future of fintech in the Financial…
- Financial Planner Life Podcast
Growing Your Financial Planning Business Through Mental Fitness
Does the business you work in have a detrimental effect on your mental health? This week we're joined by Mike Jones, Founder of Better Happy, the organisation…
- Financial Planner Life Podcast
How To Become A Paraplanner in Financial Planning. Financial Planner Life Academy Focus ( taken from YouTube video)
Ready to embark on your paraplanner journey? We've got you covered with insights, advice, and valuable resources. 📚 This is the audio version of the video…
- Financial Planner Life Podcast
More Women are Needed in Wealth Management – Female Financial Planners Unite!
Are you part of a group that is underrepresented in the Financial Planning profession? This week, we’re joined by Women’s Financial Wellbeing advocate and…
- Financial Planner Life Podcast
A Guide To Financial Advice Administration, Financial Planner Life Academy Focus (from YouTube)
Ever wondered how to become a financial planning administrator? This is the audio version of the video on the financial planner life channel, we are guiding…
- Financial Planner Life Podcast
Building a YouTube personal brand with Financial Planner George Agan
Have you considered content creation as a Marketing tool for your Financial Planning business? Are you thinking of starting a podcast, YouTube channel, or…
- Financial Planner Life Podcast
The Financial Planner Life Academy
Are you thinking of pursuing a career in Financial Planning, but don’t know where to start? Do you want a job as a Financial Adviser, Paraplanner…
- Financial Planner Life Podcast
Transitioning from Legal to Financial Planning
This week’s guest is Ryan May, Financial Planner at Sound Financial Management. Ryan previously worked in the legal sector, but after working in conjunction…
- Financial Planner Life Podcast
See it, Believe it, Be it – A Financial Planners Guide to Achieving Career Goals
This week, Financial Planner Life host Elena is joined by Bethany Lawton, Chartered Financial Planner at AV Trinity Ltd and Fellow of the Professional Finance…
- Financial Planner Life Podcast
Make Sales Great Again – The Forgotten Code in Financial Planning
Attention all Financial Advisers, BDM’s, Sales Managers and Business Owners, this episode is for you! This week on the Financial Planner Life Podcast we are…
- Financial Planner Life Podcast
Cultivating an Attitude of Gratitude when Building an IFA Practice
Back once again with the Financial Planner Life podcast, with our guest this week, Freddie Winter AKA Nice Guy Money, Chartered Financial Planner and Director…
- Financial Planner Life Podcast
Unleash Your Potential – Embracing Self Employment as a Financial Planner
BREAKING FPL NEWS: Sam Oakes and Financial Planner Life have been nominated for the Talent Attraction Award at this year’s Verve Evolution Awards 2023!!! We’re…
- Financial Planner Life Podcast
Financial Planning Blueprint for Career Success with Warren Shute
This week’s guest on the Financial Planner Life podcast is Warren Shute *deep breath* Chartered Wealth Manager, Money Coach, Author, Sunday Mirror Columnist…
- Financial Planner Life Podcast
From Restricted Adviser to Independent Financial Planner
Lee Quinn, IFA at Alexander Grace. Lee’s career route began in typical fashion, starting as a Trainee-Paraplanner before being made redundant as a result of…
- Financial Planner Life Podcast
Insights from the Experts - Sustainable Financial Planning
This week on the Financial Planner Life Podcast we have a special feature episode on all things sustainability in the world of Financial Services! We revisit…
- Financial Planner Life Podcast
Paraplanner to Financial Adviser – No need to wait!
This week's guest on the Financial Planner Life podcast is Lauren Gifford from Butler Toll. This episode is a serious thought provoker for anyone navigating a…
- Financial Planner Life Podcast
POV of a Financial Planning Company Director
This week on the Financial Planner Life podcast our guest is Karl Pemberton, Chartered Financial Planner and Director of Active Chartered Financial Planners…
- Financial Planner Life Podcast
Build Better Relationships in Financial Planning
Welcome back! This week on the Financial Planner Life podcast, host Elena Stephenson speaks with Laura Ripley, Chartered Financial Planner at BRI Wealth…
- Financial Planner Life Podcast
Tools for Quick Success When Running Your Financial Planning Business
This week on the Financial Planner Life Podcast we speak with Tom Ham, Founder and Director of Calton Wealth Management, a Financial Planning firm that has…
- Financial Planner Life Podcast
Chartered Financial Planner & Company Director at 24
We have a very exciting episode for your eyes and ears this week on the Financial Planner Life Podcast. This week’s guest is James Rivers, Finance Degree…
- Financial Planner Life Podcast
Building Career Confidence in Financial Planning
Welcome back to another episode of the Financial Planner Life Podcast and this week’s guest is Jamie Barnes from Pembroke Financial Services. An Adviser for…
- Financial Planner Life Podcast
New Business Opportunities In Corporate Financial Advice
This week we have an exceptional guest on the Financial Planner Life podcast; Oliver McDonald is a Financial Planner and Co-Founder/Director of Engage Wealth…
- Financial Planner Life Podcast
Inclusivity and Diversity in Financial Planning
Following the overwhelmingly positive response we had from our feature episode last week on the Financial Planner Life podcast, we have decided to compile…