Financial Planner Life Podcast

A podcast by Sam Oakes

Categories:

Business

174 Episodes

  1. Why You Should Become a Financial Planner: Live from Changefest

    Published: 11/2/2023

  2. CRMs in Financial Planning with Wealth Dynamix and Plannr

    Published: 10/26/2023

  3. Growing Your Financial Planning Business Through Mental Fitness

    Published: 10/19/2023

  4. How To Become A Paraplanner in Financial Planning. Financial Planner Life Academy Focus ( taken from YouTube video)

    Published: 10/16/2023

  5. More Women are Needed in Wealth Management – Female Financial Planners Unite!

    Published: 10/12/2023

  6. A Guide To Financial Advice Administration, Financial Planner Life Academy Focus (from YouTube)

    Published: 10/10/2023

  7. Building a YouTube personal brand with Financial Planner George Agan

    Published: 10/5/2023

  8. The Financial Planner Life Academy

    Published: 9/28/2023

  9. Transitioning from Legal to Financial Planning

    Published: 9/21/2023

  10. See it, Believe it, Be it – A Financial Planners Guide to Achieving Career Goals

    Published: 9/14/2023

  11. Make Sales Great Again – The Forgotten Code in Financial Planning

    Published: 9/7/2023

  12. Cultivating an Attitude of Gratitude when Building an IFA Practice

    Published: 8/31/2023

  13. Unleash Your Potential – Embracing Self Employment as a Financial Planner

    Published: 8/24/2023

  14. Financial Planning Blueprint for Career Success with Warren Shute

    Published: 8/17/2023

  15. From Restricted Adviser to Independent Financial Planner

    Published: 8/10/2023

  16. Insights from the Experts - Sustainable Financial Planning

    Published: 8/3/2023

  17. Paraplanner to Financial Adviser – No need to wait!

    Published: 7/27/2023

  18. POV of a Financial Planning Company Director

    Published: 7/20/2023

  19. Build Better Relationships in Financial Planning

    Published: 7/13/2023

  20. Tools for Quick Success When Running Your Financial Planning Business

    Published: 7/6/2023

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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 industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! 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. He currently sits as Director at Recruit UK, who since 2008 has been supporting leading national and global financial planning firms in finding the best talent. Prior to his career in recruitment, Sam has always had a passion for financial services and has been in the industry for over 15 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 industry. 
Visit the podcast's native language site