Financial Planner Life Podcast

A podcast by Sam Oakes

Categories:

Business

174 Episodes

  1. Chartered Financial Planner & Company Director at 24

    Published: 6/28/2023

  2. Building Career Confidence in Financial Planning

    Published: 6/22/2023

  3. New Business Opportunities In Corporate Financial Advice

    Published: 6/14/2023

  4. Inclusivity and Diversity in Financial Planning

    Published: 6/8/2023

  5. FPL Top Tips - Financial Planning Gurus on Content Creation, Marketing & Personal Brand

    Published: 6/1/2023

  6. Financial Planning Career Testimonial with Rich Weatherburn

    Published: 5/25/2023

  7. The Power of Podcasting and YouTube with Pete Matthew

    Published: 5/18/2023

  8. Financial Planning for Communities, Not Corporates

    Published: 5/11/2023

  9. Building a Personal Brand from the Ground Up

    Published: 5/4/2023

  10. Invest in Yourself – Invest in Your Business

    Published: 4/27/2023

  11. The Secret to Successful Management in Financial Planning

    Published: 4/20/2023

  12. Building Confidence in Financial Advice

    Published: 4/13/2023

  13. Mindful Wealth

    Published: 4/6/2023

  14. The New World Order – Affordable Financial Planning for All

    Published: 3/30/2023

  15. B Corp: Turning Your Financial Planning Business Into a Force for Good

    Published: 3/23/2023

  16. How We Can Better Serve The LGBTQ+ Community

    Published: 3/16/2023

  17. Finding your niche within Paraplanning

    Published: 3/9/2023

  18. Building the Foundations for Success. Client Relationships and Business Development

    Published: 3/2/2023

  19. Transitioning From Employed to Self-employed IFA Within the Same Company

    Published: 2/23/2023

  20. Let’s Talk About Menopause and Mental Health

    Published: 2/16/2023

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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