Financial Planner Life Podcast

A podcast by Sam Oakes

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222 Episodes

  1. How to set up your own financial planning business

    Published: 18/01/2024

  2. How to be the best Financial Adviser you can be

    Published: 21/12/2023

  3. Paraplanners – The Engine Behind a Truly Successful Financial Planning Firm

    Published: 14/12/2023

  4. Building a Financial Planning Business with Purpose

    Published: 07/12/2023

  5. Pursuing Progression in Your Financial Planning Career

    Published: 30/11/2023

  6. How YOU can find a job in the finanical planning profession, without the need of a recruiter!

    Published: 28/11/2023

  7. LinkedIn Lead Generation for Financial Planners

    Published: 23/11/2023

  8. Supercharging Financial Planning Through Award Winning Administration

    Published: 09/11/2023

  9. Why You Should Become a Financial Planner: Live from Changefest

    Published: 02/11/2023

  10. CRMs in Financial Planning with Wealth Dynamix and Plannr

    Published: 26/10/2023

  11. Growing Your Financial Planning Business Through Mental Fitness

    Published: 19/10/2023

  12. How To Become A Paraplanner in Financial Planning. Financial Planner Life Academy Focus ( taken from YouTube video)

    Published: 16/10/2023

  13. More Women are Needed in Wealth Management – Female Financial Planners Unite!

    Published: 12/10/2023

  14. A Guide To Financial Advice Administration, Financial Planner Life Academy Focus (from YouTube)

    Published: 10/10/2023

  15. Building a YouTube personal brand with Financial Planner George Agan

    Published: 05/10/2023

  16. The Financial Planner Life Academy

    Published: 28/09/2023

  17. Transitioning from Legal to Financial Planning

    Published: 21/09/2023

  18. See it, Believe it, Be it – A Financial Planners Guide to Achieving Career Goals

    Published: 14/09/2023

  19. Make Sales Great Again – The Forgotten Code in Financial Planning

    Published: 07/09/2023

  20. Cultivating an Attitude of Gratitude when Building an IFA Practice

    Published: 31/08/2023

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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 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/