Financial Planner Life Podcast
Sam Oakes
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.
Episodes
Mentioned books
Mar 30, 2023 • 57min
The New World Order – Affordable Financial Planning for All
Today's guest on the Financial Planner Life podcast is Sam Tate from New World Financial Group. We talk about their brand-new business, why they set up The New World Group, all about the fees, subscription models and giving free advice to those that don't fit the typical financial planning mould. We cover many subjects· The importance of longevity· Does retirement need to be reframed?· Physical and metal wellness, and building good habits· How working with social media influencers can lead to great growth We also dive into technology. Specifically, how The New World Financial Group have implemented it into their business and future growth plans, to improve the time it takes to deliver good quality financial advice to those that usually don't fit the typical advice model. It's a fantastic episode about the future of financial planning. Hope you enjoy it.Financial Planner Life is sponsored by Redmill AdvanceWhether 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/fplBe 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.
Mar 23, 2023 • 56min
B Corp: Turning Your Financial Planning Business Into a Force for Good
This week we have Charlie sitting down with Seb Elwell from Switchfoot Wealth. Seb spent the early part of his career working hard to understand what it truly takes to be a Financial Planner. He moved around different companies, from national to IFA, but he never found one that truly matched his values and views on how the profession should be – taking people and planet into consideration. So, he took the leap and 5 years later he is running his own successful, B-Corp financial planning firm! Operating with purpose and turning his business into a force for good. We talk about •What it takes to become a B-Corp financial planning firm •Sustainable financial planning •How to match your ethics with your career•The future of financial planningKeep listening to the end because Seb gives advice he wished he had before starting out in financial planning. This is a fantastic episode for anyone that wants a career based on great values and ethics. Enjoy!Financial Planner Life is sponsored by Redmill AdvanceWhether 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/fplBe 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.
Mar 16, 2023 • 1h 12min
How We Can Better Serve The LGBTQ+ Community
This week's guest is Chartered Financial Planner Nicola Crosbie from Moran Wealth Management. We talk about her career journey from starting out in administration to now running her own financial planning practice. She's also done a Masters in Wealth Management and she answers the question on whether it’s worth it or not. We dive deep into her business. Discussing how she used to neglect marketing but now she's a firm believer that marketing helps her generate new clients. We talk about diversity within the financial planning profession, but also diversity when it comes to clients. We talk about the LGBTQ+ community and do transgender gender need different services when it comes to financial planning. Nicola opens up and shares some very personal experiences that are a fantastic eye opener to the struggles people in the trans community face. Financial Planner Life is sponsored by Redmill AdvanceWhether 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/fplBe 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.
Mar 9, 2023 • 1h 6min
Finding your niche within Paraplanning
Michelle Wilson-Stimson, from door knocker to paraplanner to running her own outsource business, discusses career framework in paraplanning, importance of wellbeing, diverse roles in financial planning, evolving dynamics in the industry, specialized niches, and the value of personal branding.
7 snips
Mar 2, 2023 • 1h 14min
Building the Foundations for Success. Client Relationships and Business Development
Financial Planner Matt Cross shares his experience in the profession, discussing client acquisition, building long-lasting relationships, and the different types of clients. The importance of trust, identifying vulnerability, and providing support during challenging life events is emphasized. Cross also talks about setting up his own financial advisor practice, the benefits of the St James's Place ecosystem, and building relationships with accountants through in-person interactions and LinkedIn. Tips on utilizing LinkedIn for outreach and targeting accountants are provided.
Feb 23, 2023 • 1h 2min
Transitioning From Employed to Self-employed IFA Within the Same Company
This week we talk to self-employed financial adviser, Louise Fitzgerald. Louise started her journey as an administrator, worked her way up through trainee adviser role and to employed financial adviser before leaping into a self-employed adviser role. All within the same firm! Louise gives us a very honest look into her career. Explaining why she took the path she chose and what that journey looked like for her. We talk about the highs, the lows and all the lessons learned. There is some amazing advice within this episode. Especially for trainee’s and anyone fresh out of school or university looking for a career. You’ll learn · What you should be doing to give you an advantage· How you can impress somebody· Interview techniques· Social media presence and much, much more We hope you enjoy it!Financial Planner Life is sponsored by Redmill AdvanceWhether 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/fplBe 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.
Feb 16, 2023 • 47min
Let’s Talk About Menopause and Mental Health
*Trigger warning of discussions on suicide* Charlie is back on the podcast, her first episode of 2023, and coming in strong, talking with Gillian Wilson about mental health and menopause in the professional environment. You lovely listeners know that here at Financial Planner Life we are not afraid of taboo subjects or having conversations about traditionally “uncomfortable” subjects. And this episode is testament to that. Gillian Wilson is a remote working Paraplanner who first entered the world of financial services in 1990. She undertook a variety of roles before taking a break to study and pursue a passion for performing arts. Gillian is a big advocate on the importance of ensuring good mental health in the workplace and a sustainable manner of working. Be that remotely or in office. She shares with us the difficulties the impact of a suicide can have. She also gives us tips on how to maintain a good level of mental health and how to “re-zen” during stressful periods. This is an emotional rollercoaster episode. Financial Planner Life is sponsored by Redmill AdvanceWhether 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/fplBe 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.
Feb 9, 2023 • 1h 12min
Setting up a Directly Authorised Financial Planning Firm From Scratch!
Joining us today on the Financial Planner Life podcast is Alexandra Vind, Director of Chapter House Wealth Management, and a Chartered Financial Planner Alexandra has worked within the profession for an impressive 18 years, predominantly as a Paraplanner! So naturally we talk about her career, why she moved around from company to company, what she learned along the way and why she now cannot work for anybody else.We talk about how she set up her Financial Planning firm with her husband and why she went down the route of becoming directly authorised rather than the network route. She shares deeply about this journey, the sleepless nights, the high moments, the costs, the sacrifices, the time it takes and loads more. This episode is a raw and incredibly honest look at what it takes to set up a directly authorised firm. Absolutely. Fantastic conversation with Alexandra today. We hope you enjoy this episode.Financial Planner Life is sponsored by Redmill AdvanceWhether 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/fplBe 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.
Feb 2, 2023 • 1h 12min
Networking for Financial Planners with Octo Members Founder Lee Robertson
Welcome back! For the first podcast of 2023 (apologies for the delay) Sam is sitting down with Lee Robertson, the founder of Octo Members. Octo Members is a networking community for those that work within the financial planning profession and the wider financial services. Whether or not you're an administrator, paraplanner, financial adviser, work in investments, or marketing, Octo Members creates a community where you can go and debate and to talk about and to learn more about the profession that you are in. In this episode we go into detail about why Lee set up Octo Members and his career journey in the financial planning profession. With over 18 successful years of experience in the profession you can be sure that Lee has some very helpful tips around his passion for networking. We also discuss· The power of networking· How online personas can impact business· The advantages the newer generation of Financial Advisers have nowAnd much more. We hope you enjoy the episodeFinancial Planner Life is sponsored by Redmill AdvanceWhether 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/fplBe 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.
Dec 29, 2022 • 52min
Breaking the Taboo’s Within Financial Planning
Elena is joined today by Hayley Rabbets, head of Verve Services at The Verve Group, and in this episode we are BREAKING the taboos. Like many others, Hayley fell into the Financial Planning profession and undertook a variety of roles from administration to Paraplanning to operations before eventually landing at The Verve Group. You’ll find out though that Hayley isn’t just like everyone else. In fact, she actively breaks the mould and demolishes the stereotypes of a Financial Planning professional. She leads by example, sporting bright hair and visible tattoos (an appearance previously thought to be unprofessional), whilst confronting the awkward feeling, inside many of us, of having conversations about personal finance. · Making difficult conversations about money easier· Education on personal finance· Being the change you want to see· How appearances don’t affect your ability to perform your job This episode is FANTASTIC! The profession needs more people like Hayley to help erase the taboos and create healthier people and healthier work environments.Financial Planner Life is sponsored by Redmill AdvanceWhether 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/fplBe 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.
