Financial Planner Life Podcast

Sam Oakes
  • 5.0 (1)
  • Careers
  • Updated Weekly

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. 

  1. 6h ago

    How A Mortgage Adviser Built A Predictable Income As A Financial Planner

    Natalie Cheesman, Partner at St. James's Place, joins Sam Oakes to talk about how she built a financial planning practice to £6 million in funds under management in 18 months, without ever fully stepping away from the mortgage business she'd run for 15 years. In this episode, Natalie explains why a transactional mortgage career, however loyal her 1,200-client bank was, left her wanting something more predictable, and what it actually took to build financial planning on top of it rather than instead of it. Natalie talks through passing the CII Investment Advice Diploma in under a year while still running that mortgage business solo, and training through the St. James's Place Academy while continuing to submit mortgage applications in the evenings and on breaks. She describes the support that got her through those first months as a new financial planner, including a business development manager she'd sometimes speak to daily and an administrative specialist who had her submitting business from day one, and how she methodically worked back through her existing client bank and added mortgage-introducer partnerships to grow from £40,000 to £6 million in funds under management through organic growth alone. She also talks about the moment a client realises they can retire years earlier than they thought, what it took to keep building a business through a genuinely hard period in her own life, and what winning the Mike Wilson Award meant to her after 18 months of work. Key takeaways from this episode: Why Natalie kept her mortgage business running while training as a financial plannerHow she passed the CII Investment Advice Diploma in under a year while running that business soloWhat day-to-day support from a St. James's Place business development manager and administrative specialist looked likeHow she rebuilt momentum with her existing 1,200-client mortgage bankHow a mortgage-introducer partnership became a steady source of new businessHow she grew from £40,000 to £6 million in funds under management in 18 monthsWhat winning the Mike Wilson Award meant to her, and the resilience behind itThis is an episode for mortgage advisors weighing up whether financial planning is the right next move for them, and for newer financial planners looking for a practical blueprint on client conversion and introducer relationships. Learn more about St. James's Place at www.sjp.co.uk  Financial Planner Life is sponsored by Redmill Advance Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered. ✅ Trusted by top UK firms 👉 www.redmilladvance.com/fpl Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning.  Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.  Want to appear on the Financial Planner Life podcast? Drop Sam a message.

    How A Mortgage Adviser Built A Predictable Income As A Financial Planner

  2. 3d ago

    How a Financial Advice Podcast Beat £1 Million in Google Ads for recruitment | New Leaf Distribution

    Dan Hobbs, CEO at New Leaf Distribution, joins Sam Oakes to talk about what building their own podcast has delivered for an IFA Network. He's joined by his father, Founder & Chairman of New Leaf Distribution, Mark Hobbs, whose own scepticism about podcasting turned around once it started outperforming close to £1,000,000 spent on Google Ads." In this episode, Dan and Mark explain why Mark was initially convinced podcasting was a gimmick, and what it took for Dan to change his mind. They talk about why New Leaf deliberately avoided the well worn topics every other network already covers, choosing instead to focus on what it is actually like to become an adviser and what happens in the silence after qualifying, when the phone stops ringing. The conversation also covers how New Leaf supports advisers through retirement and exit, including a striking story about completing a business sale with no contract in place after an adviser's death, and why New Leaf positions itself as a compliance thought leader rather than buying out its own advisers' client banks. Dan and Mark also share what happened after their very first guest, Kelsey Phillips, went live on the podcast, and why New Leaf's own advisers are now lining up, asking to be featured on the podcast. Key takeaways from this episode: Why most business podcasts fail, and what New Leaf built theirs around insteadHow Mark went from thinking podcasting was a gimmick to backing Dan's idea completelyWhy New Leaf avoids generic advice content in favour of what it is really like to become an adviserHow New Leaf supported an adviser's family through a business sale with no contract in placeWhy New Leaf positions itself as a compliance thought leader rather than buying its own advisers' client banksWhy New Leaf would rather a business stay within its own network than go to an M&A buyerHow Kelsey, New Leaf's first podcast guest, ended up with more development finance leads than she was ready forWhy New Leaf's own advisers are now asking to be featured on the podcastThis is an episode for anyone running a business in financial services, who is weighing up whether a podcast is worth the investment, and for any adviser starting to think about what their own exit from the profession might look like. Learn more about New Leaf at https://newleafdistribution.co.uk/  Financial Planner Life is sponsored by Redmill Advance Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered. ✅ Trusted by top UK firms 👉 www.redmilladvance.com/fpl Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning.  Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.  Want to appear on the Financial Planner Life podcast? Drop Sam a message.

    How a Financial Advice Podcast Beat £1 Million in Google Ads for recruitment | New Leaf Distribution

  3. Jul 23

    ADHD and Neurodiversity Exam Support for Financial Planning from Redmill Advance & Neurosparks

    Dan Armitage (CEO of Neuro Sparks) and David Tait (Founder of Redmill Advance,) joins Sam Oakes to talk about supporting neurodivergent individuals in financial planning. Dan spent a decade as a regulated financial adviser, as well as a bank manager in his early twenties, before founding Neuro Sparks with his mother three years ago. He lives with ADHD, dyslexia and dyscalculia himself, and that experience now shapes every part of how he trains other financial planners. In this conversation, Dan explains what it was like navigating a career in financial services before he had the language for his own neurodivergence, and what changed once he understood it properly. He and David discuss why 15% of the population is neurodivergent, and why so many employers still are not equipped to identify or support that within their own teams. They also walk through Dan's own academic journey, from sitting his CII exams with a short term memory in the bottom 1% of the population, through to completing a level seven postgraduate certificate in neurodiversity at university - something he describes as the first time in his life he felt he could genuinely study. David shares how Redmill Advance builds neurodivergent support directly into training academies of up to 500 delegates at a time, including how trainers are taught to spot when someone is struggling and quietly adjust their approach without singling anyone out. Sam also shares his own ADHD diagnosis in detail, and how it changed the way he runs Financial Planner Life, once he understood his own way of working. Key takeaways from this episode: Why 15% of the population is neurodivergent and what that means for financial planning firms todayHow Dan built Neuro Sparks with his mother after a decade as a regulated financial adviserWhat it was like working in financial planning before Dan was diagnosed with ADHD, dyslexia and dyscalculiaHow Dan sat his CII exams with a bottom 1% memory What employers notice, and what they don't, when it comes to how their people thinkWhat reasonable adjustments actually mean under the Equality Act, and where the limits of "reasonable" sit for employersHow Redmill Advance tailors training for neurodivergent delegates inside academies of up to five hundred peopleWhy Sam decided to share his own ADHD diagnosis on the podcast, and what it changed about how he runs Financial Planner LifeThis is an episode for financial planning firms thinking seriously about how they support neurodivergent staff, for managers who want to spot the signs before someone reaches a crisis point, and for any financial planner who has ever wondered whether their own brain works a little differently to everyone else's. Learn more about Neuro Sparks Business Solutions at www.neurosparksolutions.com and Redmill Advance at www.redmilladvance.com/fpl  Financial Planner Life is sponsored by Redmill Advance Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered. ✅ Trusted by top UK firms 👉 www.redmilladvance.com/fpl Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning.  Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.  Want to appear on the Financial Planner Life podcast? Drop Sam a message.

    ADHD and Neurodiversity Exam Support for Financial Planning from Redmill Advance & Neurosparks

  4. Jul 20

    How UK Planners Can Advise Clients With US Assets

    Matthew Samuel, UK Chartered Financial Planner and SEC Regulated Financial Planner at Titan Wealth International, has built a career across both the UK and the international market, specialising in advising clients with US connections and US assets from his base in Dubai. He holds his UK chartered status alongside the Series 65 qualification, which makes him a registered investment adviser under the SEC, the US regulator. That means he can advise American expats living anywhere in the world, UK pension holders based in the US, and anyone navigating assets across both jurisdictions. It is one of the most technically demanding niches in financial planning, and it is exactly where he chose to specialise. In this episode of Financial Planner Life, Sam Oakes sits down with Matthew in Dubai to find out what that career actually looks like day to day. How he established credibility as a young adviser without years of experience behind him, and why getting your exams done early is the single best thing a young financial planner can do. How Covid changed the way international advice is delivered, making it possible to speak to clients across New York, Texas and San Francisco all in one evening without boarding a single flight. And what the One Titan philosophy actually means in practice, from following clients across borders as their lives change to having specialists in-house for almost every jurisdiction in the world. Titan Wealth International is expanding into the US with advisers on the ground, building the infrastructure to serve clients wherever in the world they end up. This is an episode for UK financial planners thinking about an international career, for anyone curious about what advising US-connected clients actually involves, and for anyone who wants to understand what a genuinely global financial planning business looks like. The episode's key takeaways: Why Matthew combined his UK chartered status with the Series 65 to advise US-connected clients internationallyHow knowledge compensates for lack of experience in client meetings and why young advisers should prioritise their examsHow Covid changed international financial planning delivery and what that means for advisers thinking about going globalWhat a 401k is and why so many sit dormant and unreviewed for international clientsWhat the IRA rollover actually means and why it matters for US clients with UK connectionsWhat One Titan means in practice and why a borderless financial planning business changes everything for internationally mobile clientsWhy Titan Wealth International is expanding into the US and what that means for financial planners considering an international careerIf you are a UK financial planner thinking about taking your career international, this is the episode to listen to. Learn more about Titan Wealth International at www.titanwealthinternational.com Financial Planner Life is sponsored by Redmill Advance Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered. ✅ Trusted by top UK firms 👉 www.redmilladvance.com/fpl Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning.  Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.  Want to appear on the Financial Planner Life podcast? Drop Sam a message.

    How UK Planners Can Advise Clients With US Assets

  5. Jul 16

    I Switched From Investment Managment to Financial Planning £0 - £40m AUM in 3 years!

    What does it take to leave a secure career, become self-employed and build a financial planning business managing close to £40 million in just three years? In this episode of the Financial Planner Life podcast, Sam Oakes speaks with Samantha Wood, founder of Wood Mitchell Financial Planning and a Partner at St. James’s Place. Samantha’s career began in the British Army, where she progressed from soldier to officer and developed the discipline, leadership and adaptability that would later shape her career in financial services. After leaving the military, Samantha moved into investment management, completed her Chartered Wealth Manager qualifications and spent almost a decade working with high-net-worth private clients. She later made the decision to leave employment, become a self-employed financial planner and build her own business from the ground up. Samantha shares how she started with zero clients, built trusted relationships with accountants and professional introducers, developed a niche working with business owners and grew her practice to nearly £40 million in assets under management. The conversation also explores why financial planning is about more than investment performance. Samantha explains how strong financial planning can reduce anxiety, improve financial well-being and give clients greater confidence about their future. This episode is essential listening for aspiring financial planners, investment managers considering a career change, military professionals exploring financial services and advisers who want to build a sustainable financial planning business. Subscribe to Financial Planner Life for more honest conversations about careers, leadership, business growth and opportunities within financial planning and financial services. In this episode, you will learn: 00:00 From Zero to Nearly £40m Under Management 00:40 Samantha Wood’s Financial Planning Career Story 01:40 Joining the British Army at 16 03:29 Transferable Military Skills for Financial Services 04:26 Leadership, Communication and Leading from the Front 05:33 Discipline, Well-Being and High Performance 06:34 Leaving the Military and Exploring New Careers 10:50 Breaking into Investment Management 13:11 Working with High-Net-Worth Private Clients 15:40 Why Client Relationships Matter More Than Technical Knowledge 17:27 Becoming a Chartered Wealth Manager 19:44 Investment Management vs Financial Planning 22:11 How Investment Experience Adds Value for Clients 23:54 Financial Planning, Anxiety and Financial Well-Being 27:47 Communicating with Clients During Market Volatility 32:14 Why Samantha Chose a Career in Financial Planning 34:00 Leaving Employment to Build a Financial Advice Business 35:10 Why She Chose St. James’s Place 36:44 Making the Leap into Self-Employment 39:31 Planning Your First Year as a Self-Employed Adviser 41:02 How Long Does It Take to Earn Consistent Income? 44:22 Building a Financial Planning Practice to Nearly £40m 45:43 Finding a Financial Planning Niche 47:09 Helping Business Owners Plan Beyond Their Business 48:28 Building a Referral Network with Accountants 50:13 Systems, Technology and Your First 12 Months 52:12 Taking Smart Risks and Aiming Higher 54:37 Autonomy, Family Life and Running Your Own Practice 57:50 The Reality of Being a Financial Planner and Business Owner To find out more about Samantha's work at St. James's Place, visit www.sjp.co.uk Financial Planner Life is sponsored by Redmill Advance Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered. ✅ Trusted by top UK firms 👉 www.redmilladvance.com/fpl Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning.  Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.  Want to appear on the Financial Planner Life podcast? Drop Sam a message.

    I Switched From Investment Managment to Financial Planning £0 - £40m AUM in 3 years!

  6. Jul 13

    How the UK's Youngest Financial Adviser Built a £10 Million AUM Business Before 24 | Romany Youell

    Romany Youell, Founder of The Finance Woman, qualified as the UK's youngest ever financial adviser at 18 after dropping out of college at 16. By 24 she had built a £10 million financial planning business. But the journey between those two moments nearly broke her. In this episode of Financial Planner Life, Sam Oakes sits down with Romany to hear the full story. How she grew up going to client meetings with her dad from the age of 11. How she dropped out of college at 16 and qualified as a mortgage adviser before most of her peers had finished their A-levels. How Quilter Financial Adviser School made a one-year exception to let her in early. And how, after becoming the UK's youngest financial adviser, she spent two to three years being told she would never succeed because she was a woman and nearly walked away from the profession entirely. The turning point came at a women in business networking event she almost cancelled. Six women around a table. One conversation. And the moment she realised it was not just her who did not fit into the industry. There was a whole community of people being left out of it. She went home that night and set up The Finance Woman. This is an episode for anyone early in their financial planning career who feels like they do not belong. For anyone who has been told they are not what the industry is looking for. And for anyone who wants to understand what it actually takes to build a financial planning business from scratch. The episode's key takeaways: How Romany dropped out of college at 16 and qualified as the UK's youngest financial adviser at 18What it was like growing up watching her dad build a mortgage business from his bedroomWhy Quilter Financial Adviser School made a one-year exception to let her in earlyThe comments she received from other advisers about being a woman in financial planningWhy trying to change her accent, wardrobe and language to fit in made things worseThe networking event she nearly cancelled that changed the direction of everythingHow one conversation with six women led to The Finance Woman being bornHow she built a £10 million financial planning business before the age of 24If you are building a financial planning career and feeling like you do not fit in, this is the episode to listen to. If you would like to find out more about Romany's work or get in touch, visit www.thefinancewoman.co.uk Financial Planner Life is sponsored by Redmill Advance Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered. ✅ Trusted by top UK firms 👉 www.redmilladvance.com/fpl Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning.  Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.  Want to appear on the Financial Planner Life podcast? Drop Sam a message.

    How the UK's Youngest Financial Adviser Built a £10 Million AUM Business Before 24 | Romany Youell

  7. Jul 9

    Aycan Richards on Building and Exiting a Financial Planning Career in the Middle East | Titan Wealth

    Aycan Richards, Chartered Financial Planner at Titan Wealth, spent 13 years building a financial planning career across Qatar and Dubai before making the decision to sell her business and hand her clients over to Titan Wealth. In this episode of Financial Planner Life, Sam Oakes sits down with Aycan to find out what that journey actually looked like. How she moved to Qatar in 2013 with a seven-year-old daughter and no existing client base. How she built trust from scratch using a referral-first approach that eventually became the foundation of a business worth selling. What it meant to be one of the few female chartered financial planners working in the international expat space. And what the emotional and practical reality of exiting a financial planning business actually looks like. Aycan also speaks openly about the misconceptions most people have about working and living in the Middle East as a woman, and why almost every concern she had before she moved turned out to be wrong. She talks about the "One Titan" philosophy and why Titan Wealth's presence across multiple countries was a key factor in her decision to sell her book to them rather than anyone else. This is an episode for women thinking about taking their financial planning career international, for advisers in the expat space wondering how to exit their business on their own terms, and for anyone who wants to understand what a long, respected international financial planning career actually looks like. The episode's key takeaways: What it was really like to move to Qatar in 2013 as a female financial planner with a young familyHow Aycan built a client base from scratch with no existing relationships in a new marketWhy almost every preconception about working and living in the Middle East as a woman turned out to be wrongWhat it means to be a female adviser in a profession where only 16% of UK advisers are womenWhy Aycan chose Titan Wealth to take over her clients and what the transition process looks likeWhat the "One Titan" philosophy means in practice for clients moving between countriesThe emotional reality of exiting a business you have spent years buildingWhy women considering international financial planning should reach out to Aycan directly on LinkedIn If you are a financial adviser thinking about going international or planning your exit, this is the episode to listen to. Learn more about Titan Wealth at www.titanwealthinternational.com Financial Planner Life is sponsored by Redmill Advance Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered. ✅ Trusted by top UK firms 👉 www.redmilladvance.com/fpl Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning.  Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.  Want to appear on the Financial Planner Life podcast? Drop Sam a message.

    Aycan Richards on Building and Exiting a Financial Planning Career in the Middle East | Titan Wealth

  8. Jul 6

    How Financial Advisers Are Booking 3 to 5 Client Appointments a Week on LinkedIn | Louis Adkins

    Most financial advisers already know they should be more active on LinkedIn. What they don't know is why what they're doing isn't working. Free LinkedIn Webinar - book here -  http://www.leadgenfs.co.uk/fpl     It's not the content. It's not the consistency. It's who they're connected to, what they're saying in messages, and whether they've ever stopped to define exactly who they're trying to reach. Get those three things wrong and LinkedIn produces nothing. Get them right and, as Louis Adkins puts it, consistent inputs get consistent outputs. In this episode of Financial Planner Life, Sam Oakes sits down with Louis Adkins, Founder of LeadGenFS, who started building his LinkedIn system at 19 during his second year of university. He was studying geography, had no marketing background, and no clients. His first break came through a friend's dad. By his third year he had a waiting list of 27 clients, built entirely from LinkedIn. He graduated and went straight into the business full time. In the last 12 months alone, LeadGenFS has worked with over 100 financial advisers, helping them generate 3 to 5 qualified appointments a week from LinkedIn. One adviser added £12 million in AUM in 12 months. Another booked 47 calls in 90 days. A third sent 20 messages, went for a shower, came back seven minutes later and had an interested reply waiting. Louis breaks down the full system in this episode. How to niche down so your message actually lands with the right people. Why automated outreach destroys trust and gets accounts banned. How to build content that speaks to clients rather than other advisers. How to generate ideas consistently from your own conversations. And how to use direct messages to convert your audience into booked appointments without opening with a pitch. He also covers why referrals, as good as they are, will never give you control over your own growth, and what to build instead as your primary source of new clients. The episode's key takeaways: Why referrals are a bonus, not a primary strategy, and what to build alongside themWhy 95% of financial advisers' LinkedIn connections are other advisers, not potential clientsWhy automated outreach gets accounts banned and never builds the trust needed to convertHow to niche down so your content and messages cut through to the right peopleWhy asking for business in the first message is like proposing on a first dateThe three legs of the LinkedIn system: connecting, content, and direct messagingHow to generate consistent content ideas from your own client conversationsThe three parts of every LinkedIn post: hook, value, and actionThe message priority ladder: who to contact first and in what orderWhy LinkedIn leads convert at around 30% versus 75% for referrals, and why that still makes LinkedIn the better primary sourceIf you are a financial adviser who wants to stop relying on referrals and start generating clients consistently, this is the episode to listen to. Louis has also put together a free resource for Financial Planner Life listeners: five of the best performing post templates from LeadGenFS, available athttp://www.leadgenfs.co.uk/fpl  Want to build your personal brand and generate better client leads on LinkedIn? Sam Oakes and Louis Adkins are hosting a free webinar.  Register here 👉 https://038a8hn1lhs.typeform.com/to/NXlbUqAI  Financial Planner Life is sponsored by Redmill Advance Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered. ✅ Trusted by top UK firms 👉 www.redmilladvance.com/fpl Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning.  Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.  Want to appear on the Financial Planner Life podcast? Drop Sam a message.

    How Financial Advisers Are Booking 3 to 5 Client Appointments a Week on LinkedIn | Louis Adkins
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About

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. 

Information

  • Creator
    Sam Oakes
  • Years Active
    2020 - 2026
  • Episodes
    291
  • Rating
    Explicit
  • Copyright
    © 2026 Financial Planner Life Podcast
  • Show Website
    Financial Planner Life Podcast