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 some expert guests, in conversation with our very own Charlie Scott, discussing the past, present and future of the topic of sustainability in the context of Financial Planning. Some of the episodes featured and topics discussed include: Ep.95 with Tom Jaffrey – Changes in attitude toward sustainability between generations. Ep.88 with Rebecca Kowalski – How client conversations have shifted toward climate change over time. Ep.118 with Jai Street – Having the right mindset within your business to have a positive impact. Ep.90 with Charlotte O’Leary – Investing for the future generation. Ep.120 with Seb Elwell – The climate crisis is everyone’s responsibility This episode is a great way to take a look at how the Financial Planning Profession is helping change the world for the better, and how the future of the industry will be heavily driven by sustainability. As our very own Charlie Scott once said: “If you want to make a change in this world, go to where the money is and start there. That way you’ll have maximum impact from the outset.” 00:00:00 | Intro00:01:43 | Tom Jaffrey00:04:48 | Rebecca Kowalski00:09:53 | Jai Street00:15:10 | Charlotte O'Leary00:21:08 | Seb Elwell00:26:27 | Final thoughtsBegin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereCheck out the 2023 Financial planning Salary Guide here. Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

Om Podcasten

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 industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! 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 back-office staff all have their own story to share, and The Financial Planner Life podcast is a platform for them to talk about their personal and professional journey. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing all the way to diversity and inclusion. We approach each episode with the idea that it is going to educate and spark a conversation within the industry with topics that may not be openly discussed. So, if you are thinking of becoming a financial adviser, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast. He currently sits as Director at Recruit UK, who since 2008 has been supporting leading national and global financial planning firms in finding the best talent. Prior to his career in recruitment, Sam has always had a passion for financial services and has been in the industry for over 15 years. He sees himself as a partner to the industry and wants to contribute useful resources such as this podcast to educate those further who are seeking advice and help about how to push their careers forward in this amazing industry.