238 Episodes

  1. Let Go or Burn Out: Jeri Williams’ Guide to Reclaiming Your Time

    Published: 19/06/2025

  2. He Built £12M AUM With Just LinkedIn and a Laptop - Financial Planner Success! | Aleem Nijabat

    Published: 10/06/2025

  3. Why You Feel Anxious About Money (And Don’t Even Know It) - with Dennis Harhalakis

    Published: 26/05/2025

  4. From ChatGPT to Chat SJP: The AI Revolution at St. James’s Place | John O'Driscoll & Wenyu Bai (SJP)

    Published: 15/05/2025

  5. 20 Years, 450+ People: The Foster Denovo Growth Journey with Roger Brosch

    Published: 08/05/2025

  6. From Rejection to Chartered Financial Planner: Jay Dhaliwal's Journey

    Published: 30/04/2025

  7. From Recruiter to £266M Financial Planner | A Career Change That Paid Off - with Vikash Kanani

    Published: 21/04/2025

  8. How Financial Planners Can Win with Marketing in 2025 | Samantha Russell

    Published: 10/04/2025

  9. Paul Jackson from Invesco on Investment Strategy & Career Lessons

    Published: 28/03/2025

  10. Can You Be a Financial Planner with ADHD & Dyslexia?

    Published: 20/03/2025

  11. Hiring Missionaries, Not Mercenaries: How Guy Skinner Built a £1M Financial Planning Firm

    Published: 12/03/2025

  12. Want to Be a Financial Planner? Here’s What You Need to Know! - with Carla Brown

    Published: 05/03/2025

  13. Chris Ball: Hoxton Wealth’s Big Plans for 2025

    Published: 27/02/2025

  14. Performance Coaching for Financial Planners: Unlock Your Full Potential - with Tony Fields

    Published: 20/02/2025

  15. Crypto, ETFs & Big Money—Why Institutions Are Moving Into Bitcoin. - With Lisa Tyshchenko

    Published: 11/02/2025

  16. Want to Grow as a Financial Planner? Build the Right Team Around You - with Joanna Butler

    Published: 06/02/2025

  17. Father & Son in Finance: How St. James’s Place Academy Shapes Careers & Succession

    Published: 31/01/2025

  18. Behind the Headlines: Neil Woodford Reflects on His Career

    Published: 28/01/2025

  19. Go All In on Your Niche When Building a Financial Planning Business from Scratch - Rohit Rohela

    Published: 23/01/2025

  20. Switching From Mortgage Adviser to Chartered Financial Planner With Charlotte Walters

    Published: 14/01/2025

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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 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.  since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam now works as the Head of Creative for Hoxton wealth, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm.  Sam has always had a passion for financial services, starting out as a trainer for leading product provider in the UK, he has been in the industry for over 20 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 profession. Be sure to check out Financial Planner Life Academy - start your career today! https://financialplannerlife.com/academy/