Hosted by Sam Oakes · 🇺🇸 US · EN-GB · 277 episodes
Established thought leaders with verified media credentials.
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 profession. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners, and back-office staff all have their own stories to share, and The Financial Planner Life podcast serves as a platform for them to discuss their personal and professional journeys. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing, all the way to diversity and inclusion. We approach each episode with the idea that it will educate and spark a conversation within the industry on topics that may not be openly discussed. If you're considering a
Sam Oakes hosts Financial Planner Life Podcast, a business show with 277 episodes published.
What's the best age to become a financial planner? Adele Cable changed career at 53, convinced she was nearly on the ‘scrapheap’. Victoria Cable started at 23, convinced nobody would trust someone her age with their fina
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 conversation far too late. Click here for the KareHero Website In this episode, Sam sits
Should UK financial planners be looking at the international advice market? Andreas Hollas has spent 13 years in Dubai building expertise that has no textbook, and the career it's given him is unlike anything available i
Take the Adviser Advantage test here ! 👈 Only 39% of UK adults trust financial services. For a profession built entirely on trust, that number should be a wake-up call. In this episode of Financial Planner Life, Sam sit
Hannah Wooldridge isn't only the person keeping Financial Planner Life running behind the scenes. She's also training to become a financial planner, and sharing every step of the journey in real time. In this episode, Sa
For most financial planners, the point of entry into the industry is either from an adjacent field or by working up from admin through paraplanning roles. But not Tim. His route stands out as unconventional, but it's far
75% of financial advisers lose their AUM when a client passes away. Not because of bad performance. Not because of high fees. Simply because nobody built a relationship with the next generation. Ben Mason from Kinvault d
Most financial planning firms have both a financial planner and an investment manager. Far fewer have a team that operates as a single unit, with a shared philosophy, clearly defined roles, and a consistent client experi
Should technical professionals go freelance immediately or start as employed advisers? Alwyn Van Staden's journey offers a fresh perspective on entering financial planning from a technical background. In this episode 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 Mackay today!! And if that's you, or if you’re also interested in attracting some of the i
What actually determines whether a financial advice firm can be successfully sold? In this episode of Financial Planner Life, we sit down with Dan Dickinson to explore the reality behind selling a business and why most a
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 Life, we sit down with Alan Gurung , founder of AdvisoryAI , to explore how AI
Consolidation is rapidly reshaping the financial planning profession. But what’s really driving it? And what does it actually mean for advisers, firm owners, and the future of advice businesses? In this episode of Financ
What happens when you realise your relationship with money needs to change, and it ends up changing your entire life? In this episode of Financial Planner Life, Sam Oakes speaks with Hannah Wooldridge about her journey f
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 sits down with Ethan Waller, a former professional rugby player turned financia
In this episode of the Financial Planner Life Podcast, Sam Oakes is joined by Helen Longland from Openwork and David Tait from Redmill Advance to explore how advisers are really being developed in today’s profession and
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 Financial Planner Life , Sam Oakes sits down with Max Anderson , former financi
In this episode of the Financial Planner Life Podcast , Sam Oakes speaks with Caroline Laudren-Quillet, who transitioned from investment banking at Deutsche Bank to becoming a self-employed IFA and financial planner . Ju
The Evolution of International Financial Planning | Titan Wealth International | Dubai Careers and Global Financial Advice Opportunities International Financial Planning is evolving and Titan Wealth International is help
Thinking about a career change into financial planning ? How do you become a financial adviser if you’re changing careers? In this episode of The Financial Planner Life Podcast with Titan Wealth , Azela explains the fast
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Financial Planner Life Podcast is hosted by Sam Oakes. The show is categorised under business (careers) and has published 277 episodes.
Financial Planner Life Podcast has published 277 episodes.
Financial Planner Life Podcast regularly covers business, careers, entrepreneurship. It sits in the business category, with a careers focus.
Financial Planner Life Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Financial Planner Life Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Financial Planner Life Podcast average 54 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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