238 Episodio

  1. Nothing about employment worked for me - Tom Skinner

    Pubblicato: 21/04/2022

  2. My biggest challenge as a woman in financial planning - Susie Laws

    Pubblicato: 14/04/2022

  3. Protecting your wealth – Adrian Benjamin

    Pubblicato: 07/04/2022

  4. 100% of mortgage business from social media! Dan Knott

    Pubblicato: 30/03/2022

  5. A Marathon a day for 100 days straight! Kate Jayden

    Pubblicato: 24/03/2022

  6. A Financial Planner does NOT need to be academic – Sam Robinson

    Pubblicato: 17/03/2022

  7. Using wealth management to tackle the climate and nature crisis – Yan Swiderski, the Global Returns Project

    Pubblicato: 10/03/2022

  8. A clear career progression path – Natalie Cooke

    Pubblicato: 24/02/2022

  9. Working in Spain as a Financial Planner – Chris Burke

    Pubblicato: 17/02/2022

  10. Educating the next generation through the Personal Finance Society - Robert Boland

    Pubblicato: 03/02/2022

  11. Helping you to pass your R0 exams - Shannon Fox

    Pubblicato: 28/01/2022

  12. Lisa Tipton – Paraplanner turned business owner

    Pubblicato: 13/01/2022

  13. Lee Flanagan, homelessness to business owner

    Pubblicato: 16/12/2021

  14. Mental Health Engagement with Nick Elston

    Pubblicato: 09/12/2021

  15. The Future of Financial Planning - Anthony Villis

    Pubblicato: 02/12/2021

  16. Financial Wellbeing with Leigh Dunkley

    Pubblicato: 25/11/2021

  17. How to Teach our Children About Money with Will Rainey

    Pubblicato: 18/11/2021

  18. The Paraplanner Club - Sian Davies Cole

    Pubblicato: 11/11/2021

  19. A career in mortgages and being your own boss - Jon Stones

    Pubblicato: 26/10/2021

  20. Becoming a Financial Planner – Ciaran Ruttledge

    Pubblicato: 14/10/2021

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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 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 story to share, and The Financial Planner Life podcast is a platform for them to talk about their personal and professional journey. 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 is going to educate and spark a conversation within the industry with topics that may not be openly discussed. So, if you are thinking of becoming a financial adviser, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast.  since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam now works as the Head of Creative for Hoxton wealth, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm.  Sam has always had a passion for financial services, starting out as a trainer for leading product provider in the UK, he has been in the industry for over 20 years. He sees himself as a partner to the industry and wants to contribute useful resources such as this podcast to educate those further who are seeking advice and help about how to push their careers forward in this amazing profession. Be sure to check out Financial Planner Life Academy - start your career today! https://financialplannerlife.com/academy/

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