Financial Planner Life Podcast
En podcast af Sam Oakes
238 Episoder
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Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success - Ellie Gracie from Hoxton Wealth
Udgivet: 30.8.2024 -
From Graduate to Chartered Financial Planner & what I do in the paraplanner club - Matt Finch
Udgivet: 29.8.2024 -
Global Compliance in Financial Planning: Insights from Paul Tate of Hoxton Capital Management
Udgivet: 23.8.2024 -
The Transformative Journey of a Young Financial Planner - Dylan Ellis
Udgivet: 21.8.2024 -
Why Switching from Mortgage Advice to IFA is a good idea! With Daniel Hobbs of New Leaf
Udgivet: 15.8.2024 -
Life Protection, Careers and International Opportunities at Hoxton Capital with new hire Adrian Benjamin and Sam Oakes
Udgivet: 12.8.2024 -
Financial Planning Talent Attraction and Management with Helena Bogdanovski of Foster Denovo
Udgivet: 8.8.2024 -
Why I didn't take recruiter advice, and how I secured my first job in Financial Planning as a Financial Planner! Tom Brookes
Udgivet: 6.8.2024 -
Unlocking Success in Global Financial Advice: Insights from Dubai with Jacob Hall of Hoxton
Udgivet: 1.8.2024 -
Emotional Intelligence in Financial Planning with James Woodfall & Sam Oakes
Udgivet: 30.7.2024 -
From Luxury Cars to £63m in AUM, a Financial Planning Career Pivot With Nathan Ind of St James's Place
Udgivet: 25.7.2024 -
Building an International Financial Planning Business with $2bil AUM in 6 years! Chris Ball of Hoxton Capital Management
Udgivet: 23.7.2024 -
Unlocking Career Growth: Sean Banks on Financial Planning, Mentorship, and Navigating Career Transitions
Udgivet: 16.7.2024 -
Jonathon Jay - Why I joined Hoxton Capital Managment as Managing Director of UK Financial Planning - With Your Host Sam Oakes
Udgivet: 12.7.2024 -
How I 6x My Turnover as a Financial Planner - Tom Schofield of Foster Denovo shares with Sam Oakes
Udgivet: 9.7.2024 -
Sam Oakes Talks to Jack Dudley about his career change, from teaching to financial advice and how to get a job in financial planning.
Udgivet: 4.7.2024 -
Change Manager Olivia Crease on Driving Growth and Innovation at Foster Denovo
Udgivet: 11.6.2024 -
Is Self Employed The Wrong Way To Fix The Financial Adviser Gap? Rob Atherton Shares Why We Need More Employed Options For Trainee Financial Planners.
Udgivet: 10.6.2024 -
St James's Place Adviser Academy Update 2024 - A Deep Dive Into Terms 5 & 6 with Gee Foottit
Udgivet: 6.6.2024 -
Ceri Griffiths - Why I Work With Women Divorcing Multi Millionaire CEO's - Niche Financial Planning.
Udgivet: 4.6.2024
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 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. 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 out as a trainer for leading product provider in the UK, 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 further who are 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/
