Financial Planner Life Podcast
A podcast by Sam Oakes
Categories:
222 Episodes
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How to Teach our Children About Money with Will Rainey
Published: 18/11/2021 -
The Paraplanner Club - Sian Davies Cole
Published: 11/11/2021 -
A career in mortgages and being your own boss - Jon Stones
Published: 26/10/2021 -
Becoming a Financial Planner – Ciaran Ruttledge
Published: 14/10/2021 -
Mental health conversations within Financial Planning - Robert Stringer
Published: 16/09/2021 -
Career swap and a fresh start in financial planning - Kate Evans
Published: 09/09/2021 -
Lena Patel – Being a financial planner from an ethnic minority background
Published: 02/09/2021 -
The opportunities for female financial planners - Marie Smith
Published: 26/08/2021 -
Learning on the job rather than university - Financial Planner & MD Jasmine Lambert
Published: 19/08/2021 -
Being a young Financial Planner in an ageing profession - Tom Hopson
Published: 12/08/2021 -
Lead generation for Financial Planners – Nigel Borwell
Published: 05/08/2021 -
The Foundation - Supporting Young Financial Planners Through Community
Published: 15/07/2021 -
The Importance of a Valued Workforce in the Financial Profession - Ross Mackie
Published: 08/07/2021 -
Standing Out From The Crowd, with Mortgage Adviser Graham Taylor
Published: 01/07/2021 -
What is Sustainable Investing? - Clemence Chatelin
Published: 24/06/2021 -
Building Client Trust with Divorce Financial Specialist Nikki Pipping
Published: 17/06/2021 -
The Importance of Paraplanners – Sasha Wakefield
Published: 27/05/2021 -
Success as a Financial Planner in the Offshore Market – Chris Ball
Published: 20/05/2021 -
Becoming a Self-Employed Financial Planner, with James Wallis. JUST DO IT!
Published: 13/05/2021 -
The Truth About Being a Financial Professional in Dubai, with Tyla Phillips
Published: 06/05/2021
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/
