Financial Planner Life Podcast
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 career as a financial adviser or are curious about learning more about this exciting sector, we encourage 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 as a trainer for a leading product provider in the UK, and 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 who are further seeking advice and help about how to push their careers forward in this amazing profession.
Financial Planner Life Podcast
Latest Episodes
I left St James's Place for an IFA and Instantly Regretted it!
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 Financial P...
Are these the Best Paid Jobs and Benefits in Financial Planning? Frazer James, The best should be paid more!!!!
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...
The Truth About Selling an International Financial Planning Business
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 advisers are thinki...
Are These AI Agents for Financial Planners the best in 2026?
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, foun...
Inside Titan Wealth: James Kaberry & Andrew Fearon on Consolidation, Private Equity and the Future of Financial Advice
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 Financial Planner ...
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