International Career Advice from a Number 1 Financial Planner at Titan Wealth
Should UK financial planners be looking at the international advice market? Andreas Hollas has spent 13 years in Dubai building expertise th...
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The Financial Planner Life Podcast
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...
The Financial Planner Life Podcast Podcast Guide
Listen to The Financial Planner Life Podcast, a Business podcast by Sam Oakes. Stream 280 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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Episodes
20 of 280 episodes39% of people don't trust financial planners, take 'Adviser Advantage' test for free! | Chris Larkin, BigRock
Take the Adviser Advantage test here! 👈 Only 39% of UK adults trust financial services. For a profession built entirely on trust, that numb...
Training to Become a Financial Planner - Exams, Client Meetings & Building in Public
Hannah Wooldridge isn't only the person keeping Financial Planner Life running behind the scenes. She's also training to become a financial...
How Tim Brienza Built a £50M Client Base Through Financial Planning
For most financial planners, the point of entry into the industry is either from an adjacent field or by working up from admin through parap...
Financial Planners Will Lose Millions, this £10 Tech can solve the Wealth Transfer Problem!
75% of financial advisers lose their AUM when a client passes away. Not because of bad performance. Not because of high fees. Simply because...
How Financial Planners and Investment Managers Serve Wealthy Families
Most financial planning firms have both a financial planner and an investment manager. Far fewer have a team that operates as a single unit,...
I left St James's Place for an IFA and Instantly Regretted it!
Should technical professionals go freelance immediately or start as employed advisers? Alwyn Van Staden's journey offers a fresh perspective...
Are these the Best Paid Jobs and Benefits in Financial Planning? Frazer James, The best should be paid more!!!!
Frazer James aren't looking for every candidate. They're looking for A++ people. Check out the jobs and book a meeting with James Mackay tod...
The Truth About Selling an International Financial Planning Business
What actually determines whether a financial advice firm can be successfully sold? In this episode of Financial Planner Life, we sit down wi...
Are These AI Agents for Financial Planners the best in 2026?
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...
Inside Titan Wealth: James Kaberry & Andrew Fearon on Consolidation, Private Equity and the Future of Financial Advice
Consolidation is rapidly reshaping the financial planning profession. But what’s really driving it? And what does it actually mean for advis...
Building a Financial Planning Career in Public: Lessons, Risks & Opportunities
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...
From Rugby Player to Financial Adviser: How Titan Wealth’s Sports Academy Supports Career Change
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...
Employed Financial Planner Academy - The Openwork & Redmill Advance Partnership
In this episode of the Financial Planner Life Podcast, Sam Oakes is joined by Helen Longland from Openwork and David Tait from Redmill Advan...
A Financial Adviser Built AI That Replaced His Job for £149 a Month
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...
Investment Banker to Self Employed IFA - Caroline Laudren
In this episode of the Financial Planner Life Podcast , Sam Oakes speaks with Caroline Laudren-Quillet, who transitioned from investment ban...
Building An International Financial Advice Powerhouse - Titan Wealth International
The Evolution of International Financial Planning | Titan Wealth International | Dubai Careers and Global Financial Advice Opportunities Int...
How A Paraplanner Became A Financial Planner At Titan Wealth
Thinking about a career change into financial planning ? How do you become a financial adviser if you’re changing careers? In this episode o...
Redmill Advance: Raising Standards in Financial Planning Education & Qualifications
In this special episode of the Financial Planner Life podcast, Sam Oakes welcomes David Tate, Managing Director and Founder of Redmill Advan...
42-Year Legacy, Startup Energy: Reinventing a Family Advice Firm
This week on the Financial Planner Life podcast, I’m joined by Sean Standerwick , co-owner of MLP Wealth Management , a financial planning f...