236 Episodes

  1. Create Your Own Mould - Joseph Obeng

    Published: 29/09/2022

  2. Investing towards a more sustainable world - Tom Jaffrey

    Published: 22/09/2022

  3. Financial wellbeing planner and avid gamer – Kris Mason

    Published: 15/09/2022

  4. Clark's Financial Sparks – Bryce Clark

    Published: 08/09/2022

  5. The M&G Wealth Financial Adviser Academy - Tom Hegarty

    Published: 02/09/2022

  6. From Law Student to Chartered Financial Planner - Danielle Lecomber

    Published: 01/09/2022

  7. Sustainable Pensions - Charlotte O’Leary

    Published: 25/08/2022

  8. Overcoming Limiting Beliefs to become a Financial Planner - Sara Davies

    Published: 18/08/2022

  9. Your Sustainable Investment Comfort Zone - Rebecca Kowalski

    Published: 11/08/2022

  10. A jargon busting approach to financial planning – Keith Boyes

    Published: 04/08/2022

  11. Build trust and you’re good, no matter your age – Nick Adamthwaite

    Published: 27/07/2022

  12. Can money buy you happiness? Paul Bradley

    Published: 17/06/2022

  13. Female Folio, a network supporting women on their investment journey – Claire Barker

    Published: 09/06/2022

  14. My first year as a financial planner - Natasha Percy Baxter

    Published: 01/06/2022

  15. Financial Abuse with Michelle Hoskin - Helping you spot the signs

    Published: 26/05/2022

  16. What an operational role within financial planning looks like – Laura Dean

    Published: 19/05/2022

  17. Why it’s an advantage to be a young financial planner – Dan Martin

    Published: 12/05/2022

  18. Good mentorship is how you make someone feel – Danielle Arnold

    Published: 05/05/2022

  19. Nothing about employment worked for me - Tom Skinner

    Published: 21/04/2022

  20. My biggest challenge as a woman in financial planning - Susie Laws

    Published: 14/04/2022

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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/