236 Episodes

  1. Transitioning From Employed to Self-employed IFA Within the Same Company

    Published: 23/02/2023

  2. Let’s Talk About Menopause and Mental Health

    Published: 16/02/2023

  3. Setting up a Directly Authorised Financial Planning Firm From Scratch!

    Published: 09/02/2023

  4. Networking for Financial Planners with Octo Members Founder Lee Robertson

    Published: 02/02/2023

  5. Breaking the Taboo’s Within Financial Planning

    Published: 29/12/2022

  6. Career Accelerator For Financial Planning - Part 4 of 4

    Published: 22/12/2022

  7. Career Accelerator For Financial Planning - Part 3 of 4

    Published: 21/12/2022

  8. Career Accelerator For Financial Planning - Part 2 of 4

    Published: 20/12/2022

  9. Career Accelerator For Financial Planning - Part 1 of 4

    Published: 19/12/2022

  10. Business Management for Financial Planners - Lucy Byrom

    Published: 15/12/2022

  11. How Paraplanning and Financial Advice Prepared Me For A Role In Operations

    Published: 01/12/2022

  12. Dave Robinson on why It's the 'Chartered IFA Way or The Highway'

    Published: 24/11/2022

  13. The Kinvault From Kinherit - Revolutionising Wealth Transfer for IFAs and their Clients

    Published: 18/11/2022

  14. How Powerful Networking Practices Creates the Ultimate Work Life Balance - Chris Daems

    Published: 17/11/2022

  15. How Habitual Self-development is Paramount for Success in Financial Planning - Hannah Whiteley

    Published: 03/11/2022

  16. What Financial Planners Could Learn from a Financial Coach

    Published: 27/10/2022

  17. Graduate to Chartered Fellow, Emma Halls Financial Planning Journey

    Published: 20/10/2022

  18. The client is the hero of this journey, the financial planner is the guide – Carl Richards

    Published: 13/10/2022

  19. Talk Club- The Mens Mental Fitness Movement - Gavin Thorpe

    Published: 07/10/2022

  20. "I was concerned that financial planning would be a sales role. I was wrong!" – Rory Albon

    Published: 06/10/2022

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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 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/