Financial Planner Life Podcast
A podcast by Sam Oakes
Categories:
222 Episodes
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How Habitual Self-development is Paramount for Success in Financial Planning - Hannah Whiteley
Published: 03/11/2022 -
What Financial Planners Could Learn from a Financial Coach
Published: 27/10/2022 -
Graduate to Chartered Fellow, Emma Halls Financial Planning Journey
Published: 20/10/2022 -
The client is the hero of this journey, the financial planner is the guide – Carl Richards
Published: 13/10/2022 -
Talk Club- The Mens Mental Fitness Movement - Gavin Thorpe
Published: 07/10/2022 -
"I was concerned that financial planning would be a sales role. I was wrong!" – Rory Albon
Published: 06/10/2022 -
Create Your Own Mould - Joseph Obeng
Published: 29/09/2022 -
Investing towards a more sustainable world - Tom Jaffrey
Published: 22/09/2022 -
Financial wellbeing planner and avid gamer – Kris Mason
Published: 15/09/2022 -
Clark's Financial Sparks – Bryce Clark
Published: 08/09/2022 -
The M&G Wealth Financial Adviser Academy - Tom Hegarty
Published: 02/09/2022 -
From Law Student to Chartered Financial Planner - Danielle Lecomber
Published: 01/09/2022 -
Sustainable Pensions - Charlotte O’Leary
Published: 25/08/2022 -
Overcoming Limiting Beliefs to become a Financial Planner - Sara Davies
Published: 18/08/2022 -
Your Sustainable Investment Comfort Zone - Rebecca Kowalski
Published: 11/08/2022 -
A jargon busting approach to financial planning – Keith Boyes
Published: 04/08/2022 -
Build trust and you’re good, no matter your age – Nick Adamthwaite
Published: 27/07/2022 -
Can money buy you happiness? Paul Bradley
Published: 17/06/2022 -
Female Folio, a network supporting women on their investment journey – Claire Barker
Published: 09/06/2022 -
My first year as a financial planner - Natasha Percy Baxter
Published: 01/06/2022
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/
