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Hosted by Sam Oakes · 🇺🇸 US · EN-GB · 295 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 295 episodes published.
Laura Fordham's (Financial Adviser at Titan Wealth) route into financial planning wasn't planned. She spent her first year handling the job entirely alone, while her client bank was still small. She lays out exactly what
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 runs the St. James's Place programme supporting advisers from Level 4 through to Ch
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 founder, is that he'd rather you didn't sign a long-term contract for AI - even t
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 funds under management in 18 months, without ever fully stepping away from the mo
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's joined by his father, Founder & Chairman of New Leaf Distribution, Mark Hobbs,
Dan Armitage (CEO of Neuro Sparks) and David Tait (Founder of Redmill Advance,) joins Sam Oakes to talk about supporting neurodivergent individuals in financial planning. Dan spent a decade as a regulated financial advis
Matthew Samuel, UK Chartered Financial Planner and SEC Regulated Financial Planner at Titan Wealth International, has built a career across both the UK and the international market, specialising in advising clients with
What does it take to leave a secure career, become self-employed and build a financial planning business managing close to £40 million in just three years? In this episode of the Financial Planner Life podcast, Sam Oakes
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. By 24 she had built a £10 million financial planning business. But the journey
Aycan Richards, Chartered Financial Planner at Titan Wealth, spent 13 years building a financial planning career across Qatar and Dubai before making the decision to sell her business and hand her clients over to Titan W
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. Free LinkedIn Webinar - book here - http://www.leadgenfs.co.uk/fpl It's not the c
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 yes. The reality is the opposite. The 30 to 39 age group is the fastest growing
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
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Financial Planner Life Podcast is hosted by Sam Oakes. The show is categorised under business (careers) and has published 295 episodes.
Financial Planner Life Podcast has published 295 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 53 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Financial Planner Life Podcast's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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