Financial Planner Life Podcast
En podcast af Sam Oakes
238 Episoder
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Pursuing Progression in Your Financial Planning Career
Udgivet: 30.11.2023 -
How YOU can find a job in the finanical planning profession, without the need of a recruiter!
Udgivet: 28.11.2023 -
LinkedIn Lead Generation for Financial Planners
Udgivet: 23.11.2023 -
Supercharging Financial Planning Through Award Winning Administration
Udgivet: 9.11.2023 -
Why You Should Become a Financial Planner: Live from Changefest
Udgivet: 2.11.2023 -
CRMs in Financial Planning with Wealth Dynamix and Plannr
Udgivet: 26.10.2023 -
Growing Your Financial Planning Business Through Mental Fitness
Udgivet: 19.10.2023 -
How To Become A Paraplanner in Financial Planning. Financial Planner Life Academy Focus ( taken from YouTube video)
Udgivet: 16.10.2023 -
More Women are Needed in Wealth Management – Female Financial Planners Unite!
Udgivet: 12.10.2023 -
A Guide To Financial Advice Administration, Financial Planner Life Academy Focus (from YouTube)
Udgivet: 10.10.2023 -
Building a YouTube personal brand with Financial Planner George Agan
Udgivet: 5.10.2023 -
The Financial Planner Life Academy
Udgivet: 28.9.2023 -
Transitioning from Legal to Financial Planning
Udgivet: 21.9.2023 -
See it, Believe it, Be it – A Financial Planners Guide to Achieving Career Goals
Udgivet: 14.9.2023 -
Make Sales Great Again – The Forgotten Code in Financial Planning
Udgivet: 7.9.2023 -
Cultivating an Attitude of Gratitude when Building an IFA Practice
Udgivet: 31.8.2023 -
Unleash Your Potential – Embracing Self Employment as a Financial Planner
Udgivet: 24.8.2023 -
Financial Planning Blueprint for Career Success with Warren Shute
Udgivet: 17.8.2023 -
From Restricted Adviser to Independent Financial Planner
Udgivet: 10.8.2023 -
Insights from the Experts - Sustainable Financial Planning
Udgivet: 3.8.2023
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/
