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
FPL Top Tips - Financial Planning Gurus on Content Creation, Marketing & Personal Brand
This week we have a very special feature on the Financial Planner Life podcast, as we’re looking back at some of the best clips around marketing, brand…
- Financial Planner Life Podcast
Financial Planning Career Testimonial with Rich Weatherburn
This week we have something a little different for you here at Financial Planner Life, demonstrating the power of developing a strong industry network! As you…
- Financial Planner Life Podcast
The Power of Podcasting and YouTube with Pete Matthew
Another fresh episode of The Financial Planner Life Podcast for your eyes and ears and this week’s guest is Pete Matthews Chartered Financial Planner, co-owner…
- Financial Planner Life Podcast
Financial Planning for Communities, Not Corporates
Yet another insightful episode of the Financial Planner Life Podcast and this time around we have Stuart Jackson, Founder and Financial Adviser at Cheetham…
- Financial Planner Life Podcast
Building a Personal Brand from the Ground Up
This week, we’re joined by Nicola McKenzie, Founder of Dunham McCarthy a group of companies that offer legal, mortgage, and protection advice. Nicola takes us…
- Financial Planner Life Podcast
Invest in Yourself – Invest in Your Business
Today’s guest on the Financial Planner Life Podcast is 2Plan’s Ian Dempsey, an experienced Financial Adviser with a keen interest in personal development and…
- Financial Planner Life Podcast
The Secret to Successful Management in Financial Planning
On this week’s episode we have Alice Lording, Partner and Head of Wealth operations at Saltus, presented by Elena Stephenson. Alice is an award nominated…
- Financial Planner Life Podcast
Building Confidence in Financial Advice
Today's guest on the Financial Planner Life podcast Helen Thomas, Chartered Financial Planner with a wealth of industry experience. We talk about her career…
- Financial Planner Life Podcast
Mindful Wealth
We have Charlie back hosting this week episode talking with Jai Street from Mindful Wealth. Jai is a financial adviser who set up his own business on the…
- Financial Planner Life Podcast
The New World Order – Affordable Financial Planning for All
Today's guest on the Financial Planner Life podcast is Sam Tate from New World Financial Group. We talk about their brand-new business, why they set up The New…
- Financial Planner Life Podcast
B Corp: Turning Your Financial Planning Business Into a Force for Good
This week we have Charlie sitting down with Seb Elwell from Switchfoot Wealth. Seb spent the early part of his career working hard to understand what it truly…
- Financial Planner Life Podcast
How We Can Better Serve The LGBTQ+ Community
This week's guest is Chartered Financial Planner Nicola Crosbie from Moran Wealth Management. We talk about her career journey from starting out in…
- Financial Planner Life Podcast
Finding your niche within Paraplanning
Our guest this week chatting with Sam is Michelle Wilson-Stimson from eParaplan Connect. Michelle started out her career working as a door knocker for an…
- Financial Planner Life Podcast
Building the Foundations for Success. Client Relationships and Business Development
Today we talk with Financial Planner Matt Cross. Matt has been in the profession for over 8 years and started his journey at St James’s Place head office. He…
- Financial Planner Life Podcast
Transitioning From Employed to Self-employed IFA Within the Same Company
This week we talk to self-employed financial adviser, Louise Fitzgerald. Louise started her journey as an administrator, worked her way up through trainee…
- Financial Planner Life Podcast
Let’s Talk About Menopause and Mental Health
*Trigger warning of discussions on suicide* Charlie is back on the podcast, her first episode of 2023, and coming in strong, talking with Gillian Wilson about…
- Financial Planner Life Podcast
Setting up a Directly Authorised Financial Planning Firm From Scratch!
Joining us today on the Financial Planner Life podcast is Alexandra Vind, Director of Chapter House Wealth Management, and a Chartered Financial Planner…
- Financial Planner Life Podcast
Networking for Financial Planners with Octo Members Founder Lee Robertson
Welcome back! For the first podcast of 2023 (apologies for the delay) Sam is sitting down with Lee Robertson, the founder of Octo Members. Octo Members is a…
- Financial Planner Life Podcast
Breaking the Taboo’s Within Financial Planning
Elena is joined today by Hayley Rabbets, head of Verve Services at The Verve Group, and in this episode we are BREAKING the taboos. Like many others, Hayley…
- Financial Planner Life Podcast
Career Accelerator For Financial Planning - Part 4 of 4
Financial Planner Life – Career Accelerator Program Episode 4 – Job offer management in the financial planning profession. In the final episode of the…
- Financial Planner Life Podcast
Career Accelerator For Financial Planning - Part 3 of 4
Financial Planner Life – Career accelerator program Episode 3 – How to prepare for job interviews in financial planning This episode focuses on the interview…
- Financial Planner Life Podcast
Career Accelerator For Financial Planning - Part 2 of 4
Financial Planner Life, Career Accelerator Program Episode 2 – How to approach your financial planning job search Following on from Episode 1 where we looked…
- Financial Planner Life Podcast
Career Accelerator For Financial Planning - Part 1 of 4
Financial Planner Life, Career Accelerator program Episode 1: Are you where you want to be in your career? In this episode we encourage you to take a hard look…
- Financial Planner Life Podcast
Business Management for Financial Planners - Lucy Byrom
We have Elena hosting the podcast again this week and speaking with Lucy Byrom, Director of Fusion Business Management. Lucy has taken a unique approach to a…
- Financial Planner Life Podcast
How Paraplanning and Financial Advice Prepared Me For A Role In Operations
In this weeks episode Sam is joined by Mel Abplanalp from Buckingham Gate Chartered Financial Planners. Mel is the head of operations at Buckingham Gate, she…
- Financial Planner Life Podcast
Dave Robinson on why It's the 'Chartered IFA Way or The Highway'
Today's guest is Dave Robinson. Dave is a Chartered Financial Planner for Centurion Financial Planning, and it's IFA or the Highway with Dave! Pre warning…
- Financial Planner Life Podcast
The Kinvault From Kinherit - Revolutionising Wealth Transfer for IFAs and their Clients
This week we celebrate the launch of Financial Planner Life – Fintech, where we showcase some of the most innovative technology that helps improves the…
- Financial Planner Life Podcast
How Powerful Networking Practices Creates the Ultimate Work Life Balance - Chris Daems
On the podcast today Sam speaks with Chris Dames. Chris is a chartered adviser and the owner of a company called Cervello which he's been building over the…
- Financial Planner Life Podcast
How Habitual Self-development is Paramount for Success in Financial Planning - Hannah Whiteley
Hannah Whiteley is a Financial Planner who attributes her success in the Financial Adviser profession to a disciplined approach of habitual self-development…
- Financial Planner Life Podcast
What Financial Planners Could Learn from a Financial Coach
Today's guest on the Financial Planner Life Podcast is Laura Moore, a certified Financial Coach, Financial Wellbeing speaker and host of the popular podcast…
- Financial Planner Life Podcast
Graduate to Chartered Fellow, Emma Halls Financial Planning Journey
This week Sam is joined by Chartered Fellow and Financial Planner, Emma Hall from 75point3. In this episode, we hear about Emma’s career journey within the…
- Financial Planner Life Podcast
The client is the hero of this journey, the financial planner is the guide – Carl Richards
This week Sam is joined by two guests, Paul Bradley, Founder of Chiltern Hills Financial Planning, is back on the show and he’s brought along Carl Richards…
- Financial Planner Life Podcast
Talk Club- The Mens Mental Fitness Movement - Gavin Thorpe
*World Mental Health Awareness Day Special * This Week I'm joined by Gavin Thorpe one of the Co-Founders of Talk Club the men's mental fitness charity. we take…
- Financial Planner Life Podcast
"I was concerned that financial planning would be a sales role. I was wrong!" – Rory Albon
This week Sam is joined by Rory Albon, financial planner at Lyndhurst Financial Management Ltd. Rory is a second career-ist and today he shares his story of…
- Financial Planner Life Podcast
Create Your Own Mould - Joseph Obeng
This week Elena is joined by Joseph Obeng, financial planner at Q Wealth. Joseph shares his unique and inspirational story of how he got into the financial…
- Financial Planner Life Podcast
The ultimate review of the St James's Place Financial Adviser Academy - Gee Foottit
Welcome to the Financial Planner Life Academies where we take a deep dive into the entry-level opportunities and advice academies that are out there to make it…
- Financial Planner Life Podcast
Investing towards a more sustainable world - Tom Jaffrey
This week Charlie is joined by Tom Jaffrey from Blackfinch Group, investment specialists working towards a more sustainable world. Founded on evolutionary…
- Financial Planner Life Podcast
Financial wellbeing planner and avid gamer – Kris Mason
This week Sam is joined by Kris Mason, financial adviser for Bentley Brown & Co Ltd. Kris actually prefers to refer to himself and as financial wellbeing…
- Financial Planner Life Podcast
Clark's Financial Sparks – Bryce Clark
This week Elena is joined by Bryce Clark, client services administrator at Wellington Wealth. Today we talk about the importance of the administrator role to a…
- Financial Planner Life Podcast
The M&G Wealth Financial Adviser Academy - Tom Hegarty
The first episode in our brand new 'Financial Planner Life Acadamies' series, where we bring the best entry-level and academy opportunities to you, so if you…
- Financial Planner Life Podcast
From Law Student to Chartered Financial Planner - Danielle Lecomber
This week Sam is joined by Chartered Financial Planner Danielle Lecomber who is self-employed under Hall and Costello Wealth Management Ltd. Danielle didn’t…
- Financial Planner Life Podcast
Sustainable Pensions - Charlotte O’Leary
This week Charlie is joined by Charlotte O’Leary, CEO at Pensions For Purpose (B Corp pending). We chat about Charlotte’s career journey which has taken her…
- Financial Planner Life Podcast
Overcoming Limiting Beliefs to become a Financial Planner - Sara Davies
This week Sam is joined by Sara Davies, a financial planner working on a self-employed basis for DWJ Wealth Management. At the forefront of DWJ is a female and…
- Financial Planner Life Podcast
Your Sustainable Investment Comfort Zone - Rebecca Kowalski
This week Charlie is joined by Rebecca Kowalski, sustainable finance specialist and director of Overstory Finance. Today Rebecca shares her financial planning…
- Financial Planner Life Podcast
A jargon busting approach to financial planning – Keith Boyes
This week Sam is joined by Keith Boyes, Managing Director at Spentwell. Keith has an extensive career in the financial profession, starting from Paraplanning…
- Financial Planner Life Podcast
Build trust and you’re good, no matter your age – Nick Adamthwaite
This week Sam is joined by Nick Adamthwaite, Director of Masterplan Lending Advisers. This is an interesting conversation because Nick is under 30 years old…
- Financial Planner Life Podcast
Can money buy you happiness? Paul Bradley
This week Sam is joined by Paul Bradley, Founder of Chiltern Hills Financial Planning. The focus of the conversation today is an interesting one, does money…
- Financial Planner Life Podcast
Female Folio, a network supporting women on their investment journey – Claire Barker
This week Elena is joined by Claire Barker, Marketing and Communications Director for Brooks Mcdonald. Claire is here to talk about Brooks Mcdonald’s exciting…
- Financial Planner Life Podcast
My first year as a financial planner - Natasha Percy Baxter
This week Sam is joined by Natasha Percy Baxter from Percy Baxter Wealth Management. 18 months ago, Natasha reached out to the Financial Planner Life Podcast…
- Financial Planner Life Podcast
Financial Abuse with Michelle Hoskin - Helping you spot the signs
This week Sam is joined by Michelle Hoskin from Standards International Ltd, AKA Little Miss Woww! Michelle is dedicated to raising the international standards…
- Financial Planner Life Podcast
What an operational role within financial planning looks like – Laura Dean
This week Elena is joined by Laura Dean, Operations and Marketing Director of Balance Wealth Planning. Laura shares her career journey with us and gives us…
- Financial Planner Life Podcast
Why it’s an advantage to be a young financial planner – Dan Martin
This week Elena is joined by Dan Martin, Director and Chartered Independent Financial Planner at MDM Wealth LTD. Dan talks us through his impressive (and…
- Financial Planner Life Podcast
Good mentorship is how you make someone feel – Danielle Arnold
This week Sam is joined by Danielle Arnold, head of Paraplanning for Bespoke Wealth Limited. Danielle disproves the myth that Paraplanners are introverts. She…
- Financial Planner Life Podcast
Nothing about employment worked for me - Tom Skinner
This week Sam is joined by Tom Skinner, co-founder and financial planning director for Barnaby Cecil. Today Tom shares his career journey and tells us why…
- Financial Planner Life Podcast
My biggest challenge as a woman in financial planning - Susie Laws
This week Sam is joined by Susie Laws, co-owner and director of Fiducia Wealth Management. Susie is a Chartered Financial Planner, a fellow of the PFS and she…
- Financial Planner Life Podcast
Protecting your wealth – Adrian Benjamin
This week Sam is joined by financial protection adviser Adrian Benjamin. He helps property investors protect themselves and their families financially…
- Financial Planner Life Podcast
100% of mortgage business from social media! Dan Knott
This week Ali is joined by Dan Knott from Dan Does Mortgages. We chat about Dan’s mortgage broker career and how social media has played a key role. In the…
- Financial Planner Life Podcast
A Marathon a day for 100 days straight! Kate Jayden
This week Sam is joined by superhero Kate Jayden. Kate is running a marathon a day for 100 days straight! This incredible challenge is all in aid of UK food &…
- Financial Planner Life Podcast
A Financial Planner does NOT need to be academic – Sam Robinson
This week Elena is joined by Sam Robinson, Director of Almond Financial Ltd. Sam proves that you don’t need to be a high performer at school in order to be a…
- Financial Planner Life Podcast
Using wealth management to tackle the climate and nature crisis – Yan Swiderski, the Global Returns Project
This week we have a new podcast host! Charlie Scott is joining the team and today she is speaking with Yan Swiderski, Executive Trustee & Co Founder of the…