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.
Be sure to check out
Financial Planner Life Academy - start your career today!
https://financialplannerlife.com/academy/
Episodes
From JP Morgan to £150M AUM: - Building a Referral-Only Financial Advice Practice
Can 105 Financial Advisers Be Wrong? Find Out!
Working 3 Days a Week as a Financial Planner and Thriving!
Career Tips From Successful Financial Planners Part 2 - Golf Day
Career Tips From Successful Financial Planners Part 1 - Golf Day
How to pass the CII R01-RO6 exams (DipPFS) in 6 months. 2025 update!
85 First Client Meetings in 2 Months, Why I Love Prospecting!
Mortgage Adviser Explains Why She Went Self-Employed - And Will Never Go Back!
So, you want to be a self-employed IFA? Watch this first!
AI Is a Fuel, Not a Tool: Redefining Financial Advice with Saturn - Rohit Vaisha
I never thought someone like me could be a financial planner!
Restricted or IFA? What is best for my Financial Planning Career - with Wayne Griffiths from One Financial Solutions.
Self-Employed Chartered Financial Planner with £10M AUM, By 26 - Lawrence Bearman from Westminster Wealth Management
“Built a £60 million AUM Financial Planning Business After Surviving Cancer” A Foster Denovo Special
From Council Estate to Financial Planning TV & Social Media Influencer!
She left the Army and became a Financial Planner Mum, With St James's Place Academy | Katie Volker
Let Go or Burn Out: Jeri Williams’ Guide to Reclaiming Your Time
He Built £12M AUM With Just LinkedIn and a Laptop - Financial Planner Success! | Aleem Nijabat
Why You Feel Anxious About Money (And Don’t Even Know It) - with Dennis Harhalakis
From ChatGPT to Chat SJP: The AI Revolution at St. James’s Place | John O'Driscoll & Wenyu Bai (SJP)
20 Years, 450+ People: The Foster Denovo Growth Journey with Roger Brosch
From Rejection to Chartered Financial Planner: Jay Dhaliwal's Journey
From Recruiter to £266M Financial Planner | A Career Change That Paid Off - with Vikash Kanani
How Financial Planners Can Win with Marketing in 2025 | Samantha Russell
Paul Jackson from Invesco on Investment Strategy & Career Lessons