Financial Planner Life Podcast
A podcast by Sam Oakes
Categories:
222 Episodes
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Financial Abuse with Michelle Hoskin - Helping you spot the signs
Published: 26/05/2022 -
What an operational role within financial planning looks like – Laura Dean
Published: 19/05/2022 -
Why it’s an advantage to be a young financial planner – Dan Martin
Published: 12/05/2022 -
Good mentorship is how you make someone feel – Danielle Arnold
Published: 05/05/2022 -
Nothing about employment worked for me - Tom Skinner
Published: 21/04/2022 -
My biggest challenge as a woman in financial planning - Susie Laws
Published: 14/04/2022 -
Protecting your wealth – Adrian Benjamin
Published: 07/04/2022 -
100% of mortgage business from social media! Dan Knott
Published: 30/03/2022 -
A Marathon a day for 100 days straight! Kate Jayden
Published: 24/03/2022 -
A Financial Planner does NOT need to be academic – Sam Robinson
Published: 17/03/2022 -
Using wealth management to tackle the climate and nature crisis – Yan Swiderski, the Global Returns Project
Published: 10/03/2022 -
A clear career progression path – Natalie Cooke
Published: 24/02/2022 -
Working in Spain as a Financial Planner – Chris Burke
Published: 17/02/2022 -
Educating the next generation through the Personal Finance Society - Robert Boland
Published: 03/02/2022 -
Helping you to pass your R0 exams - Shannon Fox
Published: 28/01/2022 -
Lisa Tipton – Paraplanner turned business owner
Published: 13/01/2022 -
Lee Flanagan, homelessness to business owner
Published: 16/12/2021 -
Mental Health Engagement with Nick Elston
Published: 09/12/2021 -
The Future of Financial Planning - Anthony Villis
Published: 02/12/2021 -
Financial Wellbeing with Leigh Dunkley
Published: 25/11/2021
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/
