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 then worked as the Head of Creative for Hoxton Wealth in Dubai, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm before leaving Hoxton Wealth in 2025 to focus purely on financial planner life podcast and the financial planner life creative studio helping product/service providers and financial planning firms build podcasts and video content into their social marketing strategies.
Sam Oakes 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 financial planning profession 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.
Please reach out to sam oakes directly on sam@financialplannerlife.com if you would like to be a guest on this podcast or build a strategic advertising partnership. We welcome product and service providers that want to promote their product, services or tech to financial planners as well as companies who want to attract talent (recruitment ) to their financial planning company.
Financial Planner Life Podcast
Latest Episodes
Mark Rockliffe and Chris Larkin on the 70% Confidence Gap Costing Financial Planners Business
Financial planners are sitting on a confidence problem: a 70% opportunity gap when it comes to closing, and it is costing them business they should be winning.Chris Larkin, founder of training consultancy BigRock, returns to the podcast ...
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Jeanne Mpondo Asked a Room of Women Who Invests. Not One Hand Went Up...
Jeanne Mpondo asked a room full of women in London whether anybody there was investing in anything. Not one hand went up. She then asked who owned their home or held a pension, and hands went up all over the room.Jeanne Mpondo is a St. J...
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She Spent 10 Years in Law Before Taking a HUGE Pay Cut To Become a Financial Planner
Towards the end of her ten years in law, Imogen worked out that fifteen hour days for three and a half months would get her to the billable hours she needed for her bonus. She did it, hit the number, and then handed in her notice.
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From Financial Planning Degree To Head Of Advice In Dubai
Rebecca Ellis became a Chartered Fellow in her early twenties, but becoming a financial adviser wasn’t her immediate next step.Today, she is Head of Advice at Titan Wealth International in Dubai, with experience spanning technical fi...
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From IFA Network To Directly Authorised - One Financial Solutions Next Chapter!
After 13 years inside a financial advice network, Wayne Griffith and One Financial Solutions have become directly authorised by the FCA.But what does it really take to become a directly authorised financial advice firm? How long does FCA...
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