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...
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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 292 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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Episodes
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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...
Mother and Daughter Financial Planners: Building a £100M AUM Partner Practice! Adele and Victoria Cable
What's the best age to become a financial planner? Adele Cable changed career at 53, convinced she was nearly on the ‘scrapheap’. Victoria C...
The Care Conversation Financial Planners Are Missing with Stephanie Leung of KareHero
Care costs up to £100,000 a year. 1 in 4 people in the UK sell their home to pay for it. And most financial planners are having the conversa...
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...
39% 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...