Financial Planner Life Podcast

“As a Financial Planner, you are not trying to sell a thing; you are trying to solve a problem.”   I love this quote from Chartered Fellow Richard Mikdadi, a partner at Tilney.  I’ve known Richard for over a decade - we sat opposite each other when we both worked for Aviva. I knew back then that he was destined for great things, and that day came when he got to be a guest on The Financial Planner Life podcast. Joking aside, Richard was a fantastic guest who shares some absolute gems around a hugely successful career in UHNW financial planning. Not one to be missed!Some of the topics covered:· The benefits of being a Chartered Fellow, both for the planner and clients. ·  Financial Planning for UHNW clients: is a different skill set required? · Why understanding your clients’ hopes, dreams and fears will make you a better financial planner. · Teamwork makes the dream work: why surrounding yourself with experts is a must.  As per usual if you want to connect with Sam Oakes click here and if you are looking for a new job within the financial planning industry check out Recruit UK a leading national financial planning recruitment agency. 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 is Jonathon Jay - Associate Director level Financial Planner at Investec Wealth.  Jonathon is a prime example of how ambition, hard work, self-belief and a clearly defined goal can propel your financial planning career forward within a short space of time. Jonathon didn’t leave school with the greatest of A-Levels and didn’t go to University. However, this didn’t stop him from achieving his Level 4 DipFA within 7 months and Chartered by the age of 26.  Yet again, proving that your school grades do not define your future.  Jonathon takes us on a career journey from an Administrator role in Dubai to Trainee Paraplanner for a small boutique firm in the UK to eventually becoming a Director level Financial Planner with Investec at the age of 29. In this podcast we cover:·        Why you shouldn’t dismiss trainee paraplanning as a route to becoming a financial planner. ·        How to self-promote and take control of your career development.   ·        How humility and stripping away entitlement is key to a fulfilling and rewarding career as a financial planner.  ·        What to expect from an HNW financial planner career and why being a Chartered financial planner is a must. ·        The benefit of attending over 100 Client meetings before giving any advice as a financial planner.  Loads of great stuff covered and a must listen to anyone looking to progress their financial planning career or interested i becoming a financial planner or trainee paraplanner. check out www.recruitukltd.co.uk for the latest financial planning, financial planner and trainee paraplanner jobs and connect with your host 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.

This week's guest is the amazing Cathi Harrison, the CEO of the Verve Group, a collection of companies that provide outsourced paraplanning, compliance, and training for financial planning companies. Cathi shares her career journey from starting as an employed administrator, progressing to paraplanner, deciding to go freelance, and eventually setting up and running a group of companies that hire over 40 staff!I really enjoyed recording this, Cathi is so honest and a must-listen for any current business owners or entrepreneurs looking to set up their own company. on the podcast we also cover: The challenges of setting up your own outsourced paraplanning company, 1st-year struggles, business development, and working out of your front room on a budget of £3000!Graduate vs experienced hires, how Cathi found the right balance with 80% of her staff coming through the inhouse graduate scheme. great share. The type of candidate the best suits an outsourced paraplanning role.The benefits of outsourcing paraplanning and how Apricity are changing the face of compliance with the help of technology. As per usual do let me know your thoughts about the podcast by leaving a review or comment. you can connect with Cathi here  and check out the verve group hereFor financial planning, compliance, and paraplanning jobs check out our sponsor Recruit 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.

Episode 7 of the financial planner life podcast is now live, my guest this week is Nathan Smith who is a Financial planner from Mattioli Woods.  Full of gratitude for his employer and passion for the industry, Nathan is a classic example of what can be achieved when a financial planning firm invests in training and development for entry-level candidates. Nathan left college at the age of 19 to pursue a career within financial planning, he is now 27 years old and working towards his chartered exams. On this podcast we cover:·        Hints and tips on how he passed his exams in 6 months! ·        The benefits of a clear career structure. ·        Why starting in an entry-level role helped build his confidence and a greater respect for the financial planning process. ·        The importance of client relationship managers for continued customer service. ·        How mentors, teammates, and on the job, learning has helped him build confidence in the role.·        How he uses Linkedin to generate new clients and build stronger relationships during the lockdown. As per usual check the comments for full links to YouTube, Spotify, and Apple Podcasts.  check out www.financialplannerlife.com for more episodes and also check out www.recruitukltd.co.uk for jobs within financial planning. 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.

In episode 6 of the financial planner life podcast, I talk to Simon Parfitt about his financial planning career, starting at the age of 23 in Amsterdam to becoming a founding partner and money coach in one of the few fee-based financial planning firms in Hong Kong.  Simon is a big advocate of life centred financial planning, in fact, Pyrmont is the only firm in Hong Kong offering this approach to financial advice, and it's hugely refreshing to see an offshore firm adopt this model.    In this episode we cover ·        Life centred Financial Planning, the benefits of being the only company in Hong Kong offering this service.  ·        Why Hong Kong is a big contender when looking for an offshore financial planning role. ·        Why there is a niche of clients with $1,000,000 investable assets looking for advice in Hong Kong·        HENRY – High earning not rich yet, why this is part of his strategy·        What you can realistically earn in year 1 and why you should choose self-employed over-employed when working offshore. ·        Why Hong Kong and Pyrmont are perfect for an experienced financial planner from the UK or Australia. if you are interested in finding out more about working in Hong Kong reach out to me on sam@financialplannerlife.com or call 07854778712 you can also connect with me on Linkedin or check out the website 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.

My guest on Episode 5 of the financial planner life podcast this week is Makala Green. the principal of Green wealth Planning. Makala Green dropped out of college at the age of 16 and started working for a building society as a cashier, she quickly rose through the ranks to become a Financial Planner at the age of 21!Makala’s passion for studying and self-improvement helped her become the first black female Chartered Financial Planner in the UK and most recently a board-level member for the association of black financial professionals, the primary voice of black financial professionals in England and Wales. On this episode of the podcast we discuss:• Her career journey from a cashier in a building society to running her own business• How networking is vital to building a business in year 1• The power of LinkedIn to build introducer relationships. • How she combines her passion for entertainment with financial planning, ensuring her presentations are remembered!  • Her first year as a business owner and building a client bank from scratch. • The benefits of outsourcing parts of her process so she can focus on what she loves, financial planning, and her family.  • Why she loves working with sports personalities and entertainers and why they need a trustworthy financial planner in their corner. If you would like to be a guest on the financial planner life podcast reach out via sam@financialplannerlife.com please let me know what you thought of this episode in the comments sections and if you would like to discuss your career within financial planning reach out to sam Oakes or visit recruit UK for jobs within the financial planning industry.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 4 of the financial planner life podcast, I interview James Prince from Arlo Wealth Management. James is a multiple business owner, certified international financial adviser, and a qualified lawyer based in Abu Dhabi.On this episode we talk about: ·        Why he moved from criminal law to financial planning.·        the realities of working offshore, are the roads really paved with gold?·        How he went from a £25,000 salary in the UK to $1,000.000+ a year in Abu Dhabi·        What to expect in your first year, its no free dinner!·        What it takes to be a success as an international financial planner.·        Client ownership, commission, and recurring income.It was a great conversation with James, he doesn’t hide away from tough questions and is honest around his personal experience and the realities of working offshore.  Well worth a listen if you have ever thought about working abroad as a financial planner. if you would like to watch the podcast head over to youtube and if you are looking for a new role within financial planning check out the Recruit UK website.   thanks for listeningFinancial 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.

I was delighted to be joined by Jade Rose from Reddings Wealth Management on The Financial Planner Life podcast this week. We discussed a range of topics including her journey into financial planning, as she originally had built a career in fashion design and buying, which admittedly is not the typical route someone enters financial planning from!In this episode, we cover topics such as health and wellness, financial literacy as well as women in finance. I hope you enjoy it! Please make sure to subscribe to The Financial Planner Life podcast and give us a rating once you’ve listened.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 I’m joined by Emmanuel Asuquo from The Eman Effect. After initially starting his career in Barclays as a cashier, Emmanual has developed himself to become an independent adviser, TV personality, coach and motivational speaker for financial literacy and black people in finance.In this episode, we cover topics such as self-employment, branding, and the lack of ethnic diversity within financial planning. Please make sure to subscribe to The Financial Planner Life podcast and give us a rating once you’ve listened.You can connect with Emmanuel here: check out our website for other episodes and blogs For jobs within financial planning check out our Sponsor Recruit UKFinancial 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 I’m joined by Cleona Lira from Conscious Money an appointed representative of 2plan Wealth Management. After initially starting her career as a car saleswoman in Mumbai, Cleona shares her journey from migrating to the UK, to building her career as a self-employed Chartered Financial Planner.In this episode, we cover topics such as self-employment, social media, branding and women in financial planning.Please make sure to subscribe to The Financial Planner Life podcast and give us a rating once you’ve listened.You can connect with Cleona hereWhy not follow the podcast on Linkedin, where we share extra content such as videos, hints, and tips about how to improve your career as a financial planner. we are also on Instagram,  and you can WATCH the podcast on youtube!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.