236 Episodes

  1. Lena Patel – Being a financial planner from an ethnic minority background

    Published: 02/09/2021

  2. The opportunities for female financial planners - Marie Smith

    Published: 26/08/2021

  3. Learning on the job rather than university - Financial Planner & MD Jasmine Lambert

    Published: 19/08/2021

  4. Being a young Financial Planner in an ageing profession - Tom Hopson

    Published: 12/08/2021

  5. Lead generation for Financial Planners – Nigel Borwell

    Published: 05/08/2021

  6. The Foundation - Supporting Young Financial Planners Through Community

    Published: 15/07/2021

  7. The Importance of a Valued Workforce in the Financial Profession - Ross Mackie

    Published: 08/07/2021

  8. Standing Out From The Crowd, with Mortgage Adviser Graham Taylor

    Published: 01/07/2021

  9. What is Sustainable Investing? - Clemence Chatelin

    Published: 24/06/2021

  10. Building Client Trust with Divorce Financial Specialist Nikki Pipping

    Published: 17/06/2021

  11. The Importance of Paraplanners – Sasha Wakefield

    Published: 27/05/2021

  12. Success as a Financial Planner in the Offshore Market – Chris Ball

    Published: 20/05/2021

  13. Becoming a Self-Employed Financial Planner, with James Wallis. JUST DO IT!

    Published: 13/05/2021

  14. The Truth About Being a Financial Professional in Dubai, with Tyla Phillips

    Published: 06/05/2021

  15. Using Apprenticeships to Grow Your Financial Planning Business, Save Money and Help The Next Generation of Financial Planners, with Carolyn Blunt

    Published: 06/05/2021

  16. Finding The Perfect Niche with Financial Planner Richard Weatherburn

    Published: 29/04/2021

  17. Life after sport. Transitioning from Professional Sports to Financial advice, with Davey Lewis

    Published: 22/04/2021

  18. Why you shouldn't think like a trainee financial planner, we talk mindset attitude and soft skills

    Published: 16/04/2021

  19. Martin Lindsey MD of Integrity Wealth Solutions on how building professional connections helped push his IFA practice forward

    Published: 06/04/2021

  20. Are you a true paraplanner? females under 30 in financial planning and the power of community with Chanelle Pattinson

    Published: 17/03/2021

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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/