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
Richard Mikdadi Chartered Fellow on Ultra High Net Worth Financial Planning, Why Team Work Makes the Dream Work, And a Career at Tilney.
“As a Financial Planner, you are not trying to sell a thing; you are trying to solve a problem.” I love this quote from Chartered Fellow Richard Mikdadi, a…
- Financial Planner Life Podcast
Jonathon Jay, from Trainee Paraplanner to Chartered Financial Planning Director at Investec
This week’s guest is Jonathon Jay - Associate Director level Financial Planner at Investec Wealth. Jonathon is a prime example of how ambition, hard work…
- Financial Planner Life Podcast
Cathi Harrison - business owner, CEO of the Verve Group talks graduate recruitment, outsourced paraplanning & compliance.
This week's guest is the amazing Cathi Harrison, the CEO of the Verve Group, a collection of companies that provide outsourced paraplanning, compliance, and…
- Financial Planner Life Podcast
Nathan Smith - From college to financial planner, the power of mentorship & why entry level roles are the way forward!
Episode 7 of the financial planner life podcast is now live, my guest this week is Nathan Smith who is a Financial planner from Mattioli Woods. Full of…
- Financial Planner Life Podcast
Simon Parfitt - Fee Based, Life Centred Financial Planning in Hong Kong
In episode 6 of the financial planner life podcast, I talk to Simon Parfitt about his financial planning career, starting at the age of 23 in Amsterdam to…
- Financial Planner Life Podcast
Makala Green on networking, advising the entertainment industry and being the first black chartered female financial planner in the UK.
My guest on Episode 5 of the financial planner life podcast this week is Makala Green. the principal of Green wealth Planning. Makala Green dropped out of…
- Financial Planner Life Podcast
James Prince - the realities of making it as an International financial planner in Abu Dhabi
On Episode 4 of the financial planner life podcast, I interview James Prince from Arlo Wealth Management. James is a multiple business owner, certified…
- Financial Planner Life Podcast
Jade Rose: From fashion to finance: Why health and wellness, financial literacy and educating young women on finance is crucial
I was delighted to be joined by Jade Rose from Reddings Wealth Management on The Financial Planner Life podcast this week. We discussed a range of topics…
- Financial Planner Life Podcast
Emmanuel Asuquo: The importance of personal branding, and educating young adults about financial literacy
This week I’m joined by Emmanuel Asuquo from The Eman Effect. After initially starting his career in Barclays as a cashier, Emmanual has developed himself to…
- Financial Planner Life Podcast
Cleona Lira: Moving from Mumbai, first year self employed as an IFA and the importance of branding - and how it will propel your career forwards!
This week I’m joined by Cleona Lira from Conscious Money an appointed representative of 2plan Wealth Management. After initially starting her career as a car…