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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 industry. Our guests share their stories of...
Frazer James aren't looking for every candidate. They're looking for A++ people. Check out the jobs and book a meeting with James...
What actually determines whether a financial advice firm can be successfully sold? In this episode of Financial Planner Life, we sit down wi...
What if financial advisers could spend 70%… or even 100% of their time with clients? Book a demo - here In this episode of Financial Planner...
Consolidation is rapidly reshaping the financial planning profession. But what’s really driving it? And what does it actually mean for advis...
What happens when you realise your relationship with money needs to change, and it ends up changing your entire life? In this episode of Fin...
What happens when a professional athlete’s career comes to an end… and what comes next? In this episode of Financial Planner Life, Sam Oakes...
In this episode of the Financial Planner Life Podcast, Sam Oakes is joined by Helen Longland from Openwork and David Tait from Redmill Advan...
How can financial advisers use AI to grow their business without hiring more staff? Book Free Demo of Wealth Space - Here In this episode of...
In this episode of the Financial Planner Life Podcast , Sam Oakes speaks with Caroline Laudren-Quillet, who transitioned from investment ban...
The Evolution of International Financial Planning | Titan Wealth International | Dubai Careers and Global Financial Advice Opportunities Int...
Thinking about a career change into financial planning ? How do you become a financial adviser if you’re changing careers? In this episode o...
In this special episode of the Financial Planner Life podcast, Sam Oakes welcomes David Tate, Managing Director and Founder of Redmill Advan...
This week on the Financial Planner Life podcast, I’m joined by Sean Standerwick , co-owner of MLP Wealth Management , a financial planning f...
In this episode of Financial Planner Life , Sam Oakes speaks with Heather Hiley , founder of Heather Hiley Financial Planning and a Partner...
Title: From 17 Clients to £500M AUM: How Marc Norris Built a Thriving Financial Planning Firm In this episode of Financial Planner Life , Sa...
In this episode of Financial Planner Life , Sam Oakes talks with Neil Whiteside , a financial planner at First Equitable , about his winding...
In this episode of Financial Planner Life, Sam Oakes speaks with Tammy Salmon and Emma Layton of Salmon Financial Planning , a partner pract...
This week on the Financial Planner Life podcast, Sam Oakes sits down with Rosie Hooper , Chartered Fellow and Financial Planner at Quilter C...
This week on the Financial Planner Life podcast, Sam Oakes speaks with James Westpfel, a financial planner at Foster Denovo, who shares his...
In this episode of the Financial Planner Life podcast, Kanishk Swarup shares his incredible journey from high-stakes equity derivatives trad...
In this episode of Financial Planner Life, host Sam Oakes sits down with Andrew Spence , Co-Founder of Aspen , to challenge the industry’s m...
Karen Berisford, Chartered Financial Planner and Fellow of the PFS, left a prestigious investment role at JP Morgan to build a client-first...
Is This the Best IFA Network? Sam Oakes Meets Sam Wallis – New Leaf Distribution Visit: reach out to new leaf - click here Welcome back to t...
In this episode of the Financial Planner Life podcast, Sam Oakes sits down with Hannah Witty, Chartered Financial Planner at Foster Denovo ,...
🎥 Financial Planner Life Golf Day | Game 1: Vikash Kanani vs Paul Taylor Real Golf. Real Financial Planners, Real Finanical Planning Career...
Welcome to Day 2 of the Financial Planner Life Golf Day – where birdies, bogeys, and brilliant business insights go hand in hand. You can wa...
How do you pass the CII RO exams and achieve the DipPFS? In this episode of Financial Planner Life , host Sam Oakes speaks with Gary Paul (A...
How do you get clients as a financial planner without buying leads or relying on referrals? In this episode of Financial Planner Life , Sam...
Mortgage Adviser Explains Why She Went Self-Employed, and Will Never Go Back! 👉 “I left my job after 16 years, and it turned out to be the...
If you’re a newly Level 4 Diploma qualified financial adviser with or without CAS status , an experienced financial planner wanting to run y...
What if your advisers could serve 20–30 more clients, save 45 minutes per meeting, and reduce suitability report time from 3 hours to 10 min...
Thinking about a career in financial planning ? In this episode of Financial Planner Life , Miriam Murphy joins Sam Oakes to share her power...
Wayne Griffiths | One Financial Solutions | Financial Planner Careers In this episode of the Financial Planner Life podcast, Sam Oakes sit d...
From Admin to Self-Employed Financial Planner with £10M AUM by 26! In this episode of the Financial Planner Life Podcast, Sam Oakes sits dow...
From Critical Illness to £60M Practice: Russell Cook’s Story of Resilience, Mindset and Career Growth at Foster Denovo In this special partn...
In this episode of the Financial Planner Life podcast, host Sam Oakes reconnects with Emmanuel Asuquo, a leading financial planner, TV perso...
In this episode of the financial planner life podcast, Sam Oakes sits down with Katie, a former Army officer who transitioned into a success...
Jeri Williams on Scaling a Business, Letting Go of Control, and Building a Life with More Freedom In this episode of Financial Planner Life...
In this episode of the Financial Planner Life podcast, Sam Oakes speaks with Aleem Nijabat , a self-employed financial planner who built £12...
In this episode of Financial Planner Life , Sam Oakes is joined by certified money coach Dennis Harhalakis to explore the powerful emotional...
In this episode, Sam Oakes is joined by John O’Driscoll and Wenyu Bai from St. James’s Place to explore how AI and technology are being deve...
Roger Brosch | 20 Years of Foster Denovo, 47% Growth, and the Launch of Foster Denovo Talks In this episode of Financial Planner Life , we w...
In this episode of the Financial Planner Life podcast, host Sam Oakes sits down with Jay Dhaliwal , Chartered Financial Planner at Chase de...
How a Former Recruiter Built a £266M Financial Planning Business - Vikash’s Journey from BD to Chartered Adviser In this episode of the Fina...
This week on the Financial Planner Life podcast, I sat down with Samantha Russell , one of the most respected voices in financial adviser ma...
In this episode of the Financial Planner Life podcast, Chris Ball sits down with Paul Jackson, Global Head of Asset Allocation Research at I...
This week on The Financial Planner Life Podcast , we’re celebrating Neurodiversity Celebration Week with an inspiring conversation featuring...
Hiring Missionaries, Not Mercenaries with Guy Skinner In this episode of Financial Planner Life , we welcome back Guy Skinner , founder of C...
🚀 How Do We Attract and Develop the Next Generation of Financial Planners? In this episode of Financial Planner Life , I sit down with Carl...
Chris Ball is back on the Financial Planner Life Podcast , and this time, we’re diving deep into Hoxton Wealth’s explosive growth in 2024 an...