Natalie Malone on the Financial Services Career That Puts YOU In Front of Entire Workforces
Almost nobody in financial services can explain what an employee benefits consultant actually does all day, which is strange for a specialis...
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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...
Episodes
20 of 302 episodes
Mark Rockliffe and Chris Larkin on the 70% Confidence Gap Costing Financial Planners Business
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 of Women Who Invests. Not One Hand Went Up...
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...
She Spent 10 Years in Law Before Taking a HUGE Pay Cut To Become a Financial Planner
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...
From Financial Planning Degree To Head Of Advice In Dubai
Rebecca Ellis became a Chartered Fellow in her early twenties, but becoming a financial adviser wasn’t her immediate next step. Today, she i...
From IFA Network To Directly Authorised - One Financial Solutions Next Chapter!
After 13 years inside a financial advice network, Wayne Griffith and One Financial Solutions have become directly authorised by the FCA. But...
The Investment Clock: What Financial Advisers Need to Know About Market Cycles | Trevor Greetham & Robin Ellis
Trevor Greetham, Head of Multi-Asset at Royal London Asset Management, still measures market timing with a clock face borrowed from a 1930s...
This CPD Strategy is Like “Netflix For Financial Advisers?!” | Redmill Advance
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...
You Can Build A Brilliant Financial Adviser Career Without Going Self-Employed
Laura Fordham's (Financial Adviser at Titan Wealth) route into financial planning wasn't planned. She spent her first year handling the job...
From Level 4 To Chartered Financial Planner - Is It Worth It?
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...
Why Financial Advisers Shouldn’t Sign Long-Term AI Contracts - Hardy Michel From Marloo
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...
How A Mortgage Adviser Built A Predictable Income As A Financial Planner
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...
How a Financial Advice Podcast Beat £1 Million in Google Ads for recruitment | New Leaf Distribution
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'...
ADHD and Neurodiversity Exam Support for Financial Planning from Redmill Advance & Neurosparks
Dan Armitage (CEO of Neuro Sparks) and David Tait (Founder of Redmill Advance,) joins Sam Oakes to talk about supporting neurodivergent indi...
How UK Planners Can Advise Clients With US Assets
Matthew Samuel, UK Chartered Financial Planner and SEC Regulated Financial Planner at Titan Wealth International, has built a career across...
I Switched From Investment Managment to Financial Planning £0 - £40m AUM in 3 years!
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...
How the UK's Youngest Financial Adviser Built a £10 Million AUM Business Before 24 | Romany Youell
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 on Building and Exiting a Financial Planning Career in the Middle East | Titan Wealth
Aycan Richards, Chartered Financial Planner at Titan Wealth, spent 13 years building a financial planning career across Qatar and Dubai befo...
How Financial Advisers Are Booking 3 to 5 Client Appointments a Week on LinkedIn | Louis Adkins
Most financial advisers already know they should be more active on LinkedIn. What they don't know is why what they're doing isn't working. F...
LIBF Level 4 Qualification Deep Dive | John Somerville & David Tait
Why 30 to 39 Is the Best Age to Become a Financial Adviser Is 30 too old to start a career in financial planning? A lot of people would say...