Financial Planner Life Podcast
A podcast by Sam Oakes
Categories:
222 Episodes
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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 -
Finding The Perfect Niche with Financial Planner Richard Weatherburn
Published: 29/04/2021 -
Life after sport. Transitioning from Professional Sports to Financial advice, with Davey Lewis
Published: 22/04/2021 -
Why you shouldn't think like a trainee financial planner, we talk mindset attitude and soft skills
Published: 16/04/2021 -
Martin Lindsey MD of Integrity Wealth Solutions on how building professional connections helped push his IFA practice forward
Published: 06/04/2021 -
Are you a true paraplanner? females under 30 in financial planning and the power of community with Chanelle Pattinson
Published: 17/03/2021 -
Jessica McGuigan on financial education, and why financial planning is a great career for women.
Published: 11/03/2021 -
Steven Pyne from Holden & Partners an early adopter of ethical investments and growing a directly authorised IFA practice.
Published: 05/03/2021 -
Why apprenticeships in Finanical Planning are a great way to train the next generation of Financial Advisers
Published: 24/02/2021 -
How to triple your turnover as a financial planner, the private client experience & the benefits of a partnership.
Published: 16/02/2021 -
Building a start up financial planning company during lock down with Gregg Moss
Published: 04/02/2021 -
Impact and Ethical investment focused Financial Planning career with David Macdonald of The Path
Published: 29/01/2021 -
A career move from Actuary to Self employed IFA, Why Daniel chose Financial Planning as a career
Published: 22/01/2021 -
Michael Pashley discusses the brand new PIP Qualification, a game changer for all levels of financial planners
Published: 15/01/2021 -
Luiza Todd - How to Pass you Cii Diploma in Financial Planning first time with Bespoke Training Solutions
Published: 18/12/2020 -
Benjamin Beck - from the army to financial planning and mentoring the next generation of financial planners.
Published: 10/12/2020 -
Hanna Hunt - is IFA Administration & Paraplanning the best career route to becoming a Financial Planner?
Published: 03/12/2020 -
Training and development with Natalie Bell from The Art of Finance
Published: 27/11/2020 -
Jason Mountford - Personal Injury Financial Planning and transfering skills from Australia to the UK
Published: 19/11/2020 -
Kris Amliwala - The benefits of being a younger Financial Planner
Published: 10/11/2020
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 Capital Managment, 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/financial-planner-life-academies/
