Financial Planner Life Podcast
A podcast by Sam Oakes
Categories:
222 Episodes
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Women, Wealth and Podcasting: Tracy Brookes' Journey Through Her Financial Planning Career
Published: 20/09/2024 -
From Retail to Financial Planning: The Transformative Journey of Godfrey Asare
Published: 12/09/2024 -
From Accounting to Financial Planning: Charley Smith’s Journey to Success
Published: 10/09/2024 -
From Admin to Paraplanner to Practice Manager - Paula Guedes Inspiring Journey in Financial Planning
Published: 05/09/2024 -
Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success - Ellie Gracie from Hoxton Wealth
Published: 30/08/2024 -
From Graduate to Chartered Financial Planner & what I do in the paraplanner club - Matt Finch
Published: 29/08/2024 -
Global Compliance in Financial Planning: Insights from Paul Tate of Hoxton Capital Management
Published: 23/08/2024 -
The Transformative Journey of a Young Financial Planner - Dylan Ellis
Published: 21/08/2024 -
Why Switching from Mortgage Advice to IFA is a good idea! With Daniel Hobbs of New Leaf
Published: 15/08/2024 -
Life Protection, Careers and International Opportunities at Hoxton Capital with new hire Adrian Benjamin and Sam Oakes
Published: 12/08/2024 -
Financial Planning Talent Attraction and Management with Helena Bogdanovski of Foster Denovo
Published: 08/08/2024 -
Why I didn't take recruiter advice, and how I secured my first job in Financial Planning as a Financial Planner! Tom Brookes
Published: 06/08/2024 -
Unlocking Success in Global Financial Advice: Insights from Dubai with Jacob Hall of Hoxton
Published: 01/08/2024 -
Emotional Intelligence in Financial Planning with James Woodfall & Sam Oakes
Published: 30/07/2024 -
From Luxury Cars to £63m in AUM, a Financial Planning Career Pivot With Nathan Ind of St James's Place
Published: 25/07/2024 -
Building an International Financial Planning Business with $2bil AUM in 6 years! Chris Ball of Hoxton Capital Management
Published: 23/07/2024 -
Unlocking Career Growth: Sean Banks on Financial Planning, Mentorship, and Navigating Career Transitions
Published: 16/07/2024 -
Jonathon Jay - Why I joined Hoxton Capital Managment as Managing Director of UK Financial Planning - With Your Host Sam Oakes
Published: 12/07/2024 -
How I 6x My Turnover as a Financial Planner - Tom Schofield of Foster Denovo shares with Sam Oakes
Published: 09/07/2024 -
Sam Oakes Talks to Jack Dudley about his career change, from teaching to financial advice and how to get a job in financial planning.
Published: 04/07/2024
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/
