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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...
An adviser told Brian McLaughlin he was about to disengage 300 clients because he simply could not service them anymore. He did not want to....
A paraplanner sits down on a Monday morning to write one new business suitability report and loses most of the day to it. The document runs...
Almost nobody in financial services can explain what an employee benefits consultant actually does all day, which is strange for a specialis...
Financial planners are sitting on a confidence problem: a 70% opportunity gap when it comes to closing, and it is costing them business they...
Jeanne Mpondo asked a room full of women in London whether anybody there was investing in anything. Not one hand went up. She then asked who...
Towards the end of her ten years in law, Imogen worked out that fifteen hour days for three and a half months would get her to the billable...
Rebecca Ellis became a Chartered Fellow in her early twenties, but becoming a financial adviser wasn’t her immediate next step. Today, she i...
After 13 years inside a financial advice network, Wayne Griffith and One Financial Solutions have become directly authorised by the FCA. But...
Trevor Greetham, Head of Multi-Asset at Royal London Asset Management, still measures market timing with a clock face borrowed from a 1930s...
Think about it like Netflix, but for CPD. That's how David Tait, of Redmill Advance, describes the platform he's built for financial adviser...
Laura Fordham's (Financial Adviser at Titan Wealth) route into financial planning wasn't planned. She spent her first year handling the job...
Lewis Prosser has spent years myth-busting what it takes to go chartered. He is joined this week by David Tait of Redmill Advance. Lewis run...
Hardy Michel is the founder of Marloo, an AI tool for financial advisers, and one of the most unusual things you'll hear him say as a tech f...
Natalie Cheesman, Partner at St. James's Place, joins Sam Oakes to talk about how she built a financial planning practice to £6 million in f...
Dan Hobbs, CEO at New Leaf Distribution, joins Sam Oakes to talk about what building their own podcast has delivered for an IFA Network. He'...
Dan Armitage (CEO of Neuro Sparks) and David Tait (Founder of Redmill Advance,) joins Sam Oakes to talk about supporting neurodivergent indi...
Matthew Samuel, UK Chartered Financial Planner and SEC Regulated Financial Planner at Titan Wealth International, has built a career across...
What does it take to leave a secure career, become self-employed and build a financial planning business managing close to £40 million in ju...
Romany Youell, Founder of The Finance Woman, qualified as the UK's youngest ever financial adviser at 18 after dropping out of college at 16...
Aycan Richards, Chartered Financial Planner at Titan Wealth, spent 13 years building a financial planning career across Qatar and Dubai befo...