Financial Planner Life Podcast
A podcast by Sam Oakes
236 Episodes
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How I cold called my way to £100,000,000 AUM, emotional intelligence and financial planning training with - Paul Taylor
Published: 16/05/2024 -
Apprenticeship v University, Early Financial Planning career development at Foster Denovo with Ryan Edwards
Published: 08/05/2024 -
What happens after the St James's Place Academy? My 3rd year as a Financial Planner - Natasha Percy-Baxter
Published: 09/04/2024 -
8 Promotions in 7 years at Foster Denovo, a Financial planning career development deep dive with Josie Freeman
Published: 09/04/2024 -
Redefining Financial Planning Through Diversity and Education with Guest Phoebe Ellis
Published: 28/03/2024 -
Crafting a Legacy Beyond Profit: The Ethical and Community-Centric Approach of Altor Wealth Management
Published: 14/03/2024 -
Shaping the Next Generation of Financial Advisers with Expert Guidance from Matt Fowler of St James's Place
Published: 12/03/2024 -
The Power of Alignment: Culture, Values, and Growth Mindset’ with Roger Brosch, CEO of Foster Denovo
Published: 07/03/2024 -
Exploring Gen AI's Transformative Impact on Financial Advice and Compliance - Fintech Special
Published: 29/02/2024 -
Alan Smith from Capital Asset Managment, The Bullet Proof Financial Planner - Host of TRAP Podcast, talks Innovation and careers in Finanical Planning
Published: 22/02/2024 -
Turning Personal Loss into Professional Growth: Guy Skinner's Journey in Life Protection and Financial Planning
Published: 15/02/2024 -
Orann Coyle – financial planning client acquisition via Instagram!
Published: 07/02/2024 -
Taking a career leap: What’s holding you back?
Published: 01/02/2024 -
Achieving your career goals in financial planning
Published: 25/01/2024 -
How to set up your own financial planning business
Published: 18/01/2024 -
How to be the best Financial Adviser you can be
Published: 21/12/2023 -
Paraplanners – The Engine Behind a Truly Successful Financial Planning Firm
Published: 14/12/2023 -
Building a Financial Planning Business with Purpose
Published: 07/12/2023 -
Pursuing Progression in Your Financial Planning Career
Published: 30/11/2023 -
How YOU can find a job in the finanical planning profession, without the need of a recruiter!
Published: 28/11/2023
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/
