Financial Planner Life Podcast

on episode 20 of the Financial Planner Life Podcast your host Sam Oakes talks to Taylor Beavis of Universe Financial Advice. Taylor is quite unique. At the age of 25, he is running his own directly authorised IFA practice. After speaking to several IFA business owners, he quickly established that client relationships are everything and having ownership of these will ensure that his business grows in value over time. So for Taylor, self-employment was the only option.His chosen route into the profession was challenged numerous times, being told that he’s too young and perhaps he should cut his teeth as an administrator first. He is extremely pleased he didn’t take this advice and encourages anyone who feels they have the relevant skills to push on into a client facing role. We also discuss why there is a distinct lack of LGBTQ+ financial planners and why those in the community require a different approach to financial planning.  Other discussions include:Why charity is at the heart of his proposition, and he shares why having an altruistic purpose is so important when running your own business. How he achieved CAS Status in 4 months self-employed - it doesn’t need to be over-complicated. His strategy for generating new clients. (Great tips that anyone can implement.)How PR helped him raise his profile during lockdown. How his clients can keep physically and financially fit by using  ‘Richer Fit’ – great benefit!a great with lots of postivity and great shares. 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.

On this week’s episode of the Financial Planner Life Podcast, I talk to London-based Financial Planner Michael Donkor. Michael started his financial services career as a personal banker for a leading high street bank before having a successful career in the high-pressure world of stockbroking in London, working his way up to team manager, before deciding to become a Financial Planner. Like many Financial Planners, Michael is looking for ways to stand out from the crowd to attract the right clients and introducers, this has led him to invest more time into his personal brand. We discuss some of the successes and challenges that he has experienced so far.  We also cover • Why being your true authentic self will help propel your career forward• A personal account of being a black man in Financial services• How stockbroking helped build resilience and discipline preparing him for the role of a Financial Planner• What to expect within your first 2 years of Financial Planning• Why life coaching has helped him position himself as a wealth coach to his clients• What he learned from working offshore as a Financial Planneryou can listen to to the financial planner life podcast at www.financialplannerlife.comhttps://spoti.fi/33D49Suhttps://apple.co/34D04gjcheck out the latest job opportunities at www.recruitukltd.co.ukand connect with sam Oakes on Linkedinhttps://www.linkedin.com/in/financialadvicejobs/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.

This week’s guest on The Financial Planner Life podcast is Phillip Instone from PGI Financial Limited. Phillip's early career started in Bancassurance, and nearly ended there. He wasn’t a fan of the high sales targets and lack of client care; we talk about the impact this had on his mental health and how leaving the bank and setting up his own directly authorised IFA practice was the best decision he ever made. Phillip also shares his experience of buying retiring IFA client books and why acquisitions are a big part of his growth plan. We cover: The difference between buying a retiring IFAs client book and acquiring a firm.Why due diligence is important when acquiring clients. (He shares what to look out for!)The costs involved in acquiring, and how to get started. The benefits of growing through acquisition.The process of buying, and how to best position yourself as a buyer to build trust and get the deal done. His career journey, running a DA firm, and why he is happy being the only Financial Planner in the company.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.

This week’s guest on The Financial Planner Life podcast is Jessamy Walker, a Chartered Financial Planner and MD of Brown Dog Financial Planning.  Jessamy shares her career journey from counting sea urchins as a marine biologist in Kenya, to working as a Stockbroker in the city and eventually running her own financial planning practice.  Jessamy has vast experience of working within financial planning in varying roles, starting out as what she describes as a “posh paraplanner” and eventually taking the leap into financial advice in the pre RDR world. What I like about Jessamy is that she wasn’t afraid to take risks in her career. She is always looking to try something new and expand her knowledge and experience.   We cover:  Why being an appointed representative is the right choice for Jessamy. The negatives of being self-employed under someone else’s brand. The benefits of Financial Planners investing in SEO to help attract new clients. How reaching out to other financial planners will help you grow quicker. Paraplanning and administration support: is this the best route to financial planning?The benefits of being part of a network, and outsourcing ASAP!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.

On this week’s episode of the financial planner life podcast, I’m joined by Robert Lewis who shares his financial services career journey, from starting with HBOS in the scanning department to eventually running his own directly authorised IFA practice Celtic Financial Planning. We talk about the pressure of running a directly authorised IFA firm and why if you are thinking setting up your own practice to earn more money quickly, this might not be the best option!Its clear Robert cares deeply about his clients and being independent, this spills over into the company’s corporate social responsibilities. Robert shares an honest account of what it likes setting up and growing a directly authorised IFA. We cover: 🎙the impact of the FSCS on The number of IFAs in the future.  🎙trainee financial planners, and the future of hiring  🎙social media marketing to win and retain clients  🎙 directly authorised v appointed rep or registered individual.  🎙 why 3 heads are better than 1 when setting up a DA firm.  🎙why being socially responsible is at the core of their brand values.  🎙the realities of running your own practice.if you would like to discuss running your own IFA practice reach out to sam Oakes on LinkedIn or call 07854778712 also check out this article  - DA, RI, AR - what's the best route?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.

Episode 15 of the financial planner life podcast with Sam Oakes. This Weeks Guest on episode 15 of the Financial Planner Life Podcast is Anthony Rowe who is an ex-professional basketball player turned Financial Planner. Anthony first picked up a basketball at the age of 13, he quickly established himself as one of the top young basketball players in the UK securing a college scholarship in the USA with the University of North Georgia and a highly successful professional career in the UK playing for Leicester Riders & the Plymouth Raiders.  unfortunately, due to injury, Anthony had to cut his career short, and like many ex-professional sportspeople, he had to start a brand new career in his 30's.  In this episode we discuss: The transferable skills from professional sports to financial planning. Stepping outside of your comfort zone, and mindest. Why a fast track trainee financial planning program works!the first 2-year of working in financial planning, what to expect!Is financial planning a career for you?his basketball career. Anthony was a fantastic guest, bags of personality, and a genuine role model for anyone who is thinking about becoming a financial planner. to find out more about a career within financial planning, or to  search for financial planning jobs click here and be sure to connect with Sam Oakes on Linkedin 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.

Episode 14 of the Financial Planner Life Podcast with Sam Oakes My dad once said to me (after a skinful of cider & in front of all my mates)… “Sam,you could’ve played football for England.”  Totesembarrassing, right?!  Thanksfor the vote of confidence daddio, but in reality I was nowhere nearprofessional level. In fact, the statistics are really sobering - less than 1%properly make a living from the game & only 180 of the 1.5 million playingorganised youth football in England will make it as a premier league pro -that's 0.012%! My guest on this week’s podcast, Kieran Bywater, was one of the 0.5% that did sign aprofessional contract!  Set for life, right? Wrong!   It wasn’t all sunshine and rainbows and, like many other players, he had to exitthe game earlier than anticipated.   Many players are not financially prepared for an exit. This is exactly why Kierandecided to become a financial planner: to help those in the game manage theirmoney.   Kieran shares his career journey from pro footballer to Financial Planner, the transferable skills and why financial well-being should be the focus for all professional footballers. if you are a professional footballer looking for financial planning reach out directly to Kieran Bywater here land for careers within financial planner connect with Sam Oakes  on Linkedin 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.

On episode 13 of the financial planner life podcast wh Sam Oakes, I’m joined by jeremy Korn who is the CEO of Impact and Invest, a regulated Impact investment platform for financial planners and sophisticated investors.  There is approximately £17 billion invested in ethical funds in the UK. 78% of investors say ethical investing is more important to them now than it was five years ago, whilst almost two-thirds of people have increased their investment in sustainable funds over the past five years. Sustainable investments have also grown 107.4% annually since 2012 and they currently account for 18% of assets under management.We discuss: ·        the challenges financial planners face when searching for ethical / impact investment opportunities for their clients. ·        What impact investing is, and the types of companies and investment opportunities that feature on the platform.  ·        How impact and invest can help financial planners build their knowledge and training around ethical investments. ·        Greenwashing and the impact of MiFID II on ESG investing; are you ready?If you would like to demo the platform or find out more, comment ‘IMPACT’ below and Jeremy will reach out! if you are looking for a new career within financial planning reach out to sam Oakes at www.recruitukltd.co.uk  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.

Sam Oakes from the Financial Planner Life Podcast interviews Catherin Morgan of episode 12This week’s guest is Catherine Morgan who is a multi-award-winning financial planner, podcast host & financial coach at Money Panel. Catherine’s career started in banking as a cashier, quickly rising through the ranks of bancassurance to sales manager, a detour into personal styling proved instrumental in changing the way she thought about financial planning for women.  “When sales became a bigger priority than the wellbeing of a client, I knew it was time for a change”Disillusioned with the sales culture of bancassurance Catherine pushed forward into the IFA world and continued to explore how our emotions and behaviors can influence our financial decisions. Catherine’s entrepreneurial drive saw her setting up the highly successful finance podcast for women ‘in her financial shoes’ and ‘the money panel’ an award-winning coaching business for both clients and financial planners. Catherine takes us on an honest career journey of self-discovery. We also cover ·        Coaching Financial Planners & clients around financial wellbeing·        Personal branding & social marketing tips·        Why more women need to join the financial planning profession ·        Free trial of her coaching plan for financial planners.  IF you are looking for a new job within Financial Planning reach out to Sam Oakes and Recruit UK who are Financial Planning Recruitment specialists.  if you would like to connect with Catherine morgan you can reach her at these website  www.catherinemorgan.com www.themoneypanel.co.uk 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.

This week Sam Oakes talks to Tina Weeks on the Financial Planner Life Podcast. Sometimes the universe presents people that become influential in your life and for me, on episode 11 of The Financial Planner Life podcast, Tina Weeks was one of those people.  I really enjoyed talking to Tina Weeks. Her passion and enthusiasm for the Financial Planning profession is beautiful; we need more women like Tina pioneering and changing the way Financial Planning is delivered.   Tina Weeks lives and breathes the relationship-based approach, and is a firm believer that to know your clients you must first ‘know thyself’.  This is why Tina Weeks has set up a new training academy for financial planners to help them learn the skills necessary to build transformational client relationships.  She is building a community on Facebook in a group called ‘KnowThySelf Academy’: a community focused on why YOU, the Financial Planner, do the things you do, and how knowing more about yourself will improve client relationships and open you up to a whole new dimension of Financial Planning.   Do you want to attract more Financial Planners to the profession?  Then talk about how you change clients' lives, rid them of fears, and help them realise their goals! Now that’s an exciting and rewarding career.  Thanks, Tina Weeks, I’m looking forward to being the first Relationship-Based Recruitment Consultant. For the latest financial planning career news and job opportunities be sure to visit www.recruitukltd.co.uk and connect with Sam Oakes for all things podcasting and financial planning recruitment. 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.