177 episodios
Financial Planner Life Podcast Sam Oakes
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- Economía y empresa
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 industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! 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. He currently sits as Director at Recruit UK, who since 2008 has been supporting leading national and global financial planning firms in finding the best talent. Prior to his career in recruitment, Sam has always had a passion for financial services and has been in the industry for over 15 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 industry.
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Why I joined the Financial Planning Profession as Head of Creative for Hoxton Capital - Sam Oakes
Today is a solo episode with your host Sam Oakes who gives and update in his brand new role at Hoxton Capital Managment as the Head Of Creative. Reach out if you are an adviser interested in joining Hoxton in the UK or abroad. - sam@financialplannerlife.comBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Plan...
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Life’s Good - It’s The Disease That’s The Problem. Financial Education Through Personal Tragedy
When life throws you curveballs, financial foresight can be your greatest ally. Hazel Carter, a retired financial services professional , today shares how she turned tragedy into a mission of education. Hazels shares her husbands Alan's battle with motor neuron disease that strikes at the heart of why financial preparation is so crucial. We talk about the book she wrote - ‘Life’s Good it’s the Disease That’s Problem’ and how this is being used in financial planning academies and&n...
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How I cold called my way to £100,000,000 AUM, emotional intelligence and financial planning training with - Paul Taylor
Join the conversation with Paul Taylor, an expert in financial planning, as we explore the secrets of turning ambitious individuals into top financial advising experts. With his own journey from humble cold-call beginnings to a financial planning powerhouse, Paul's passion lies in mentoring the mavericks of tomorrow. His treasure trove of strategies and heartfelt mentorship advice are not to be missed by those aiming to carve out a successful path in the financial advising landscape.Embark on...
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Apprenticeship v University, Early Financial Planning career development at Foster Denovo with Ryan Edwards
Ever wondered how a young professional scales the heights of the financial planning industry? Ryan Edwards, Client Relationship Manager at Foster Denovo, joins us to share the riveting tale of his career ascent. Ryan's story is one of bold choices and strategic connections. With an apprenticeship that catapulted him into the fast-paced finance sector, he's on track to become a financial planner by 25, a testament to the power of mentorship and seizing opportunities.This episode uncovers how c...
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What happens after the St James's Place Academy? My 3rd year as a Financial Planner - Natasha Percy-Baxter
St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy? - click here Episode Overview:In this exhilarating episode of the Financial Planner Life Podcast, we're thrilled to welcome back Natasha Percy-Baxter, a highly likable financial planner and partner at St James's Place. Natasha's journey from podcast listener to financial planning prodigy is nothing short of inspiring. After launching her career influen...
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8 Promotions in 7 years at Foster Denovo, a Financial planning career development deep dive with Josie Freeman
Episode 2 of the Foster Denovo talent partnership series. Click here to see the latest job opportunities with Foster Denovo. Embark on a journey with the remarkable Josie Freeman of Foster Denovo as she shares her ascent from history graduate to financial planning aficionado. Through her story, we uncover the transformative impact of mentorship, structured career development, and the undeniable importance of financial education in today's digital age. Josie's narrative invites us to cons...
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