Financial Planner Life Podcast

The Truth About Selling an International Financial Planning Business

23 Apr 2026

Contributed by Lukas

What actually determines whether a financial advice firm can be successfully sold?In this episode of Financial Planner Life, we sit down with Dan Dick...

Are These AI Agents for Financial Planners the best in 2026?

16 Apr 2026

Contributed by Lukas

What if financial advisers could spend 70%… or even 100% of their time with clients?Book a demo - here In this episode of Financial Planner Life, w...

Inside Titan Wealth: James Kaberry & Andrew Fearon on Consolidation, Private Equity and the Future of Financial Advice

09 Apr 2026

Contributed by Lukas

Consolidation is rapidly reshaping the financial planning profession.But what’s really driving it? And what does it actually mean for advisers, firm...

Building a Financial Planning Career in Public: Lessons, Risks & Opportunities

02 Apr 2026

Contributed by Lukas

What happens when you realise your relationship with money needs to change, and it ends up changing your entire life?In this episode of Financial Plan...

From Rugby Player to Financial Adviser: How Titan Wealth’s Sports Academy Supports Career Change

26 Mar 2026

Contributed by Lukas

What happens when a professional athlete’s career comes to an end… and what comes next? In this episode of Financial Planner Life, Sam Oakes sits...

Employed Financial Planner Academy - The Openwork & Redmill Advance Partnership

19 Mar 2026

Contributed by Lukas

In this episode of the Financial Planner Life Podcast, Sam Oakes is joined by Helen Longland from Openwork and David Tait from Redmill Advance to expl...

A Financial Adviser Built AI That Replaced His Job for £149 a Month

13 Mar 2026

Contributed by Lukas

How can financial advisers use AI to grow their business without hiring more staff?Book Free Demo of Wealth Space - HereIn this episode of Financial P...

Investment Banker to Self Employed IFA - Caroline Laudren

05 Mar 2026

Contributed by Lukas

In this episode of the Financial Planner Life Podcast, Sam Oakes speaks with Caroline Laudren-Quillet, who transitioned from investment banking at Deu...

Building An International Financial Advice Powerhouse - Titan Wealth International

19 Feb 2026

Contributed by Lukas

The Evolution of International Financial Planning | Titan Wealth International | Dubai Careers and Global Financial Advice OpportunitiesInternational ...

How A Paraplanner Became A Financial Planner At Titan Wealth

05 Feb 2026

Contributed by Lukas

Thinking about a career change into financial planning?How do you become a financial adviser if you’re changing careers? In this episode of The Fina...

Redmill Advance: Raising Standards in Financial Planning Education & Qualifications

23 Jan 2026

Contributed by Lukas

In this special episode of the Financial Planner Life podcast, Sam Oakes welcomes David Tate, Managing Director and Founder of Redmill Advance, our of...

42-Year Legacy, Startup Energy: Reinventing a Family Advice Firm

14 Jan 2026

Contributed by Lukas

This week on the Financial Planner Life podcast, I’m joined by Sean Standerwick, co-owner of MLP Wealth Management, a financial planning firm based ...

How A Career Pivot At 45 Built A Purpose-Led Financial Planning Practice

08 Jan 2026

Contributed by Lukas

In this episode of Financial Planner Life, Sam Oakes speaks with Heather Hiley, founder of Heather Hiley Financial Planning and a Partner Practice wit...

From 17 Clients to £500M+ AUM: How Marc Norris Built a Thriving Financial Planning Firm

17 Dec 2025

Contributed by Lukas

Title: From 17 Clients to £500M AUM: How Marc Norris Built a Thriving Financial Planning FirmIn this episode of Financial Planner Life, Sam Oakes is ...

How A 20% Pay Cut Became A Career Breakthrough In Wealth Management

11 Dec 2025

Contributed by Lukas

In this episode of Financial Planner Life, Sam Oakes talks with Neil Whiteside, a financial planner at First Equitable, about his winding, risk‑rewa...

Life as a Female Financial Planner in Bishop’s Stortford

26 Nov 2025

Contributed by Lukas

In this episode of Financial Planner Life, Sam Oakes speaks with Tammy Salmon and Emma Layton of Salmon Financial Planning, a partner practice of St....

How to Build a Referral-Driven Financial Planning Business with Rosie Hooper

19 Nov 2025

Contributed by Lukas

This week on the Financial Planner Life podcast, Sam Oakes sits down with Rosie Hooper, Chartered Fellow and Financial Planner at Quilter Cheviot. Ros...

He Built 40 Clients in a Library. Now He Manages £58M AUM

12 Nov 2025

Contributed by Lukas

This week on the Financial Planner Life podcast, Sam Oakes speaks with James Westpfel, a financial planner at Foster Denovo, who shares his career jou...

From the Trading Floor To Financial Planner with £70 Million AUM

07 Nov 2025

Contributed by Lukas

In this episode of the Financial Planner Life podcast, Kanishk Swarup shares his incredible journey from high-stakes equity derivatives trading at JP ...

Active vs Passive investing: A Pointless Debate for Financial Planners?

29 Oct 2025

Contributed by Lukas

In this episode of Financial Planner Life, host Sam Oakes sits down with Andrew Spence, Co-Founder of Aspen, to challenge the industry’s most contro...

From JP Morgan to £150M AUM: - Building a Referral-Only Financial Advice Practice

08 Oct 2025

Contributed by Lukas

Karen Berisford, Chartered Financial Planner and Fellow of the PFS, left a prestigious investment role at JP Morgan to build a client-first advice pra...

Can 105 Financial Advisers Be Wrong? Find Out!

03 Oct 2025

Contributed by Lukas

Is This the Best IFA Network? Sam Oakes Meets Sam Wallis – New Leaf Distribution Visit: reach out to new leaf - click here Welcome back to the Fi...

Working 3 Days a Week as a Financial Planner and Thriving!

26 Sep 2025

Contributed by Lukas

In this episode of the Financial Planner Life podcast, Sam Oakes sits down with Hannah Witty, Chartered Financial Planner at Foster Denovo, to explore...

Career Tips From Successful Financial Planners Part 2 - Golf Day

11 Sep 2025

Contributed by Lukas

Welcome to Day 2 of the Financial Planner Life Golf Day – where birdies, bogeys, and brilliant business insights go hand in hand.You can watch this ...

Career Tips From Successful Financial Planners Part 1 - Golf Day

11 Sep 2025

Contributed by Lukas

🎥 Financial Planner Life Golf Day | Game 1: Vikash Kanani vs Paul TaylorReal Golf. Real Financial Planners, Real Finanical Planning Career advice.W...

How to pass the CII R01-RO6 exams (DipPFS) in 6 months. 2025 update!

01 Sep 2025

Contributed by Lukas

How do you pass the CII RO exams and achieve the DipPFS? In this episode of Financial Planner Life, host Sam Oakes speaks with Gary Paul (Academy Rel...

85 First Client Meetings in 2 Months, Why I Love Prospecting!

27 Aug 2025

Contributed by Lukas

How do you get clients as a financial planner without buying leads or relying on referrals?In this episode of Financial Planner Life, Sam Oakes interv...

Mortgage Adviser Explains Why She Went Self-Employed - And Will Never Go Back!

21 Aug 2025

Contributed by Lukas

Mortgage Adviser Explains Why She Went Self-Employed, and Will Never Go Back!👉 “I left my job after 16 years, and it turned out to be the best de...

So, you want to be a self-employed IFA? Watch this first!

13 Aug 2025

Contributed by Lukas

If you’re a newly Level 4 Diploma qualified financial adviser with or without CAS status, an experienced financial planner wanting to run your own p...

AI Is a Fuel, Not a Tool: Redefining Financial Advice with Saturn - Rohit Vaisha

06 Aug 2025

Contributed by Lukas

What if your advisers could serve 20–30 more clients, save 45 minutes per meeting, and reduce suitability report time from 3 hours to 10 minutes - a...

I never thought someone like me could be a financial planner!

29 Jul 2025

Contributed by Lukas

Thinking about a career in financial planning?In this episode of Financial Planner Life, Miriam Murphy joins Sam Oakes to share her powerful career sw...

Restricted or IFA? What is best for my Financial Planning Career - with Wayne Griffiths from One Financial Solutions.

24 Jul 2025

Contributed by Lukas

 Wayne Griffiths | One Financial Solutions | Financial Planner CareersIn this episode of the Financial Planner Life podcast, Sam Oakes sit down with ...

Self-Employed Chartered Financial Planner with £10M AUM, By 26 - Lawrence Bearman from Westminster Wealth Management

15 Jul 2025

Contributed by Lukas

From Admin to Self-Employed Financial Planner with £10M AUM by 26! In this episode of the Financial Planner Life Podcast, Sam Oakes sits down with L...

“Built a £60 million AUM Financial Planning Business After Surviving Cancer” A Foster Denovo Special

10 Jul 2025

Contributed by Lukas

From Critical Illness to £60M Practice: Russell Cook’s Story of Resilience, Mindset and Career Growth at Foster DenovoIn this special partnership e...

From Council Estate to Financial Planning TV & Social Media Influencer!

03 Jul 2025

Contributed by Lukas

In this episode of the Financial Planner Life podcast, host Sam Oakes reconnects with Emmanuel Asuquo, a leading financial planner, TV personality, an...

She left the Army and became a Financial Planner Mum, With St James's Place Academy | Katie Volker

26 Jun 2025

Contributed by Lukas

In this episode of the financial planner life podcast, Sam Oakes sits down with Katie, a former Army officer who transitioned into a successful financ...

Let Go or Burn Out: Jeri Williams’ Guide to Reclaiming Your Time

19 Jun 2025

Contributed by Lukas

Jeri Williams on Scaling a Business, Letting Go of Control, and Building a Life with More FreedomIn this episode of Financial Planner Life, Sam Oakes ...

He Built £12M AUM With Just LinkedIn and a Laptop - Financial Planner Success! | Aleem Nijabat

10 Jun 2025

Contributed by Lukas

In this episode of the Financial Planner Life podcast, Sam Oakes speaks with Aleem Nijabat, a self-employed financial planner who built £12 million i...

Why You Feel Anxious About Money (And Don’t Even Know It) - with Dennis Harhalakis

26 May 2025

Contributed by Lukas

In this episode of Financial Planner Life, Sam Oakes is joined by certified money coach Dennis Harhalakis to explore the powerful emotional side of mo...

From ChatGPT to Chat SJP: The AI Revolution at St. James’s Place | John O'Driscoll & Wenyu Bai (SJP)

15 May 2025

Contributed by Lukas

In this episode, Sam Oakes is joined by John O’Driscoll and Wenyu Bai from St. James’s Place to explore how AI and technology are being developed ...

20 Years, 450+ People: The Foster Denovo Growth Journey with Roger Brosch

08 May 2025

Contributed by Lukas

Roger Brosch | 20 Years of Foster Denovo, 47% Growth, and the Launch of Foster Denovo TalksIn this episode of Financial Planner Life, we welcome back ...

From Rejection to Chartered Financial Planner: Jay Dhaliwal's Journey

30 Apr 2025

Contributed by Lukas

In this episode of the Financial Planner Life podcast, host Sam Oakes sits down with Jay Dhaliwal, Chartered Financial Planner at Chase de Vere, to ta...

From Recruiter to £266M Financial Planner | A Career Change That Paid Off - with Vikash Kanani

21 Apr 2025

Contributed by Lukas

How a Former Recruiter Built a £266M Financial Planning Business - Vikash’s Journey from BD to Chartered AdviserIn this episode of the Financial Pl...

How Financial Planners Can Win with Marketing in 2025 | Samantha Russell

10 Apr 2025

Contributed by Lukas

This week on the Financial Planner Life podcast, I sat down with Samantha Russell, one of the most respected voices in financial adviser marketing in ...

Paul Jackson from Invesco on Investment Strategy & Career Lessons

28 Mar 2025

Contributed by Lukas

In this episode of the Financial Planner Life podcast, Chris Ball sits down with Paul Jackson, Global Head of Asset Allocation Research at Invesco, to...

Can You Be a Financial Planner with ADHD & Dyslexia?

20 Mar 2025

Contributed by Lukas

This week on The Financial Planner Life Podcast, we’re celebrating Neurodiversity Celebration Week with an inspiring conversation featuring Dan Buck...

Hiring Missionaries, Not Mercenaries: How Guy Skinner Built a £1M Financial Planning Firm

12 Mar 2025

Contributed by Lukas

Hiring Missionaries, Not Mercenaries with Guy SkinnerIn this episode of Financial Planner Life, we welcome back Guy Skinner, founder of Citygate Finan...

Want to Be a Financial Planner? Here’s What You Need to Know! - with Carla Brown

05 Mar 2025

Contributed by Lukas

🚀 How Do We Attract and Develop the Next Generation of Financial Planners?In this episode of Financial Planner Life, I sit down with Carla Brown, P...

Chris Ball: Hoxton Wealth’s Big Plans for 2025

27 Feb 2025

Contributed by Lukas

Chris Ball is back on the Financial Planner Life Podcast, and this time, we’re diving deep into Hoxton Wealth’s explosive growth in 2024 and what’...

Performance Coaching for Financial Planners: Unlock Your Full Potential - with Tony Fields

20 Feb 2025

Contributed by Lukas

🔥 From Burnout to Breakthrough: How Performance Coaching Transforms Careers 🔥In this episode of The Financial Planner Life Podcast, I sit down w...

Crypto, ETFs & Big Money—Why Institutions Are Moving Into Bitcoin. - With Lisa Tyshchenko

11 Feb 2025

Contributed by Lukas

Bitcoin just smashed past $100K—but is it just another speculative bubble, or is it cementing its place as the digital gold of the future?To get rea...

Want to Grow as a Financial Planner? Build the Right Team Around You - with Joanna Butler

06 Feb 2025

Contributed by Lukas

In this episode of the Financial Planner Life podcast, we sit down with Joanna Butler, Director of Client Operations at Foster Denovo. Joanna’s 18-y...

Father & Son in Finance: How St. James’s Place Academy Shapes Careers & Succession

31 Jan 2025

Contributed by Lukas

Would you trust a financial planner under 30?There’s a big debate in financial planning: Does age matter? Some say younger advisors lack life exper...

Behind the Headlines: Neil Woodford Reflects on His Career

28 Jan 2025

Contributed by Lukas

This week on the Financial Planner Life Podcast, Chris Ball hosts a long-form, unedited conversation with Neil Woodford—one of the most talked-about...

Go All In on Your Niche When Building a Financial Planning Business from Scratch - Rohit Rohela

23 Jan 2025

Contributed by Lukas

In this inspiring episode of the Financial Planner Life Podcast, host Sam Oakes sits down with Chartered Financial Planner Rohit Rohela, affectionatel...

Switching From Mortgage Adviser to Chartered Financial Planner With Charlotte Walters

14 Jan 2025

Contributed by Lukas

In this episode of the Financial Planner Life podcast, we are joined by Charlotte Walter, an award-winning chartered financial planner and founder of ...

Starting a Financial Planning Career at 50 & Writing £400k in Year 1 at Foster Denovo

09 Jan 2025

Contributed by Lukas

In this episode of the Financial Planner Life Podcast, we’re joined by Marnel Stafford, a financial planner at Foster Denovo, who shares her remarka...

From Classroom to Client Meetings: Laura North's Journey from Teacher to Financial Planner

19 Dec 2024

Contributed by Lukas

Laura North, a former college lecturer with 16 years of experience, shares her incredible journey of moving from the classroom to becoming a successfu...

From Kyrgyzstan to UK Financial Planner: Cholpon Djanuzakova - Why Mindset And Hardwork, Always Wins!

11 Dec 2024

Contributed by Lukas

"Imagine starting over in a new country, grappling with a new language, and breaking into a competitive industry. This is Cholpan Djanuzakova&apo...

What A Paraplanning Manager Does And How To Get Ahead In Your Paraplanner Career.

05 Dec 2024

Contributed by Lukas

🤔 Are Paraplanning Managers Holding Back Trainee Financial Planners?Not at Foster Denovo, where growth, ambition, and clear career aspirations take...

How we built a £2.5 Billion lending business, and why we are doing it again with TAB!

29 Nov 2024

Contributed by Lukas

Chris Ball interviews Duncan Kreeger and Stephen Wasserman, the dynamic duo behind West One Loans and now TAB, in this fascinating episode of Financia...

Financial Coaching: The Content Creation Gap in Financial Planning with Peter Komolafe (Conversation of Money)

19 Nov 2024

Contributed by Lukas

Financial planners, prepare to embark on a journey with our special guest, Peter Komolafe from the Conversation of Money, as we explore the dynamic wo...

Interview with David Kneeshaw, Group Chief Executive of International Financial Group Limited (IFGL)

12 Nov 2024

Contributed by Lukas

In this episode of Financial Planner Life, Chris Ball, CEO of Hoxton Wealth, interviews David Kneeshaw, Group Chief Executive of International Financi...

How I achieved £500,000 turnover as a self employed financial planner with Foster Denovo

07 Nov 2024

Contributed by Lukas

Ever wondered what it takes to successfully transition from product sales to holistic financial planning? Today, Financial Planner Life host Sam Oakes...

Part-Time Financial Planner, Why it works for me!

30 Oct 2024

Contributed by Lukas

Join us for an insightful conversation with Paula Leitch, a trailblasing part-time financial planner whose journey took her from Australia to the hear...

Paraplanning Disruptor - How 'Parapool' is creating a gig economy for Paraplanners! With Rebecca Livesey

23 Oct 2024

Contributed by Lukas

In this episode of Financial Planner Life, Rebecca Livesey introduces Parapool, a gig-based, online marketplace that is revolutionising the paraplanni...

Financial Coaching vs. Financial Planning: Insights from Money Coach Alina Burlacu

22 Oct 2024

Contributed by Lukas

In today's episode of Financial Planner Life, Alina Burlacu, financial coach (and qualified financial planner) shares her insights on the evolvin...

Supporting Women's Wellbeing in the Workplace: Emma Hall's Journey in Financial Planning

15 Oct 2024

Contributed by Lukas

In this episode of Financial Planner Life, we are joined by Emma Hall, Chartered Financial Planner of the Year, who shares her career journey through ...

Breaking the Age Bias: Investing in the Next Generation of Financial Planners with Kate Bailey and Ryan Milne

09 Oct 2024

Contributed by Lukas

In this episode, Managing Director, Kate Bailey, and Associate Partner, Ryan Milne,  explore how mentorship, training, and succession planning are dr...

Leadership & Perfecting Career Development Frameworks in Financial Planning - Helen Lovett - COO at Foster Denovo

03 Oct 2024

Contributed by Lukas

Ever wondered how to create a thriving workplace that benefits employees, shareholders, and clients alike? Don't miss our enlightening conversati...

From Fitness to Finance: Tom Mangan's Journey to Becoming a Successful Young Financial Planner

01 Oct 2024

Contributed by Lukas

Join us for an inspiring conversation with Tom Mangan, a financial planner at St James's Place, who  transitioned from the fitness industry to f...

Risk Vs Reward, Career Lessons from Terry Smith CEO of Fundsmith

26 Sep 2024

Contributed by Lukas

In this episode of Financial Planner Life, Chris Ball (CEO of Hoxton Wealth) steps in as host while Terry Smith, CEO of Fundsmith (and often referred ...

Women, Wealth and Podcasting: Tracy Brookes' Journey Through Her Financial Planning Career

20 Sep 2024

Contributed by Lukas

In this episode of Financial Planner Life, host Sam Oakes sits down with financial planner Tracy Brookes for an honest and open conversation about her...

From Retail to Financial Planning: The Transformative Journey of Godfrey Asare

12 Sep 2024

Contributed by Lukas

Discover the transformative journey of Godfrey Asare, who transitioned from the food retail sector to becoming a successful financial planner, all whi...

From Accounting to Financial Planning: Charley Smith’s Journey to Success

10 Sep 2024

Contributed by Lukas

Have you ever wondered what it’s like to make the leap from the UK to Dubai for a career in financial planning? In this episode, we sit down with Ch...

From Admin to Paraplanner to Practice Manager - Paula Guedes Inspiring Journey in Financial Planning

05 Sep 2024

Contributed by Lukas

What does it take to transition from an administrative role to a technical expert in financial planning? Join us as we talk with Paula Guedes, a dynam...

Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success - Ellie Gracie from Hoxton Wealth

30 Aug 2024

Contributed by Lukas

Unlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from Ho...

From Graduate to Chartered Financial Planner & what I do in the paraplanner club - Matt Finch

29 Aug 2024

Contributed by Lukas

From his humble beginnings as an administrator to his current role managing a client book as a financial planner in an investment Managment company , ...

Global Compliance in Financial Planning: Insights from Paul Tate of Hoxton Capital Management

23 Aug 2024

Contributed by Lukas

Unlock the secrets of global compliance in financial planning with our special guest, Paul Tate, the Global Head of Compliance at Hoxton Capital Manag...

The Transformative Journey of a Young Financial Planner - Dylan Ellis

21 Aug 2024

Contributed by Lukas

Trigger Warning  - We discuss Suicide and Addiction. Hosted by: Sam OakesGuest: Dylan Ellis, Financial Planner at St James's PlaceEpisode Overv...

Why Switching from Mortgage Advice to IFA is a good idea! With Daniel Hobbs of New Leaf

15 Aug 2024

Contributed by Lukas

Are you a mortgage advisor looking for more stability and long-term growth in your career? Transitioning to an Independent Financial Advisor (IFA) mig...

Life Protection, Careers and International Opportunities at Hoxton Capital with new hire Adrian Benjamin and Sam Oakes

12 Aug 2024

Contributed by Lukas

And another top hire for Hoxton Capital Managment in the UK!Join us on this episode of the Financial Planner Life podcast as we sit down with Adrian B...

Financial Planning Talent Attraction and Management with Helena Bogdanovski of Foster Denovo

08 Aug 2024

Contributed by Lukas

Want to know the secrets to successful recruitment in the financial planning profession? Our special guest, Helena Bogdanovski from Foster Denovo toda...

Why I didn't take recruiter advice, and how I secured my first job in Financial Planning as a Financial Planner! Tom Brookes

06 Aug 2024

Contributed by Lukas

Unlock the secrets to a fulfilling career in financial planning with Tom Brookes from Mosaac Financial Planning. Tom's journey is nothing short o...

Unlocking Success in Global Financial Advice: Insights from Dubai with Jacob Hall of Hoxton

01 Aug 2024

Contributed by Lukas

Unlock the secrets to succeeding in the global financial advice with insights from Jacob Hall, the Global Head of Advisory for Hoxton Capital Manageme...

Emotional Intelligence in Financial Planning with James Woodfall & Sam Oakes

30 Jul 2024

Contributed by Lukas

Unlock the secrets of emotional intelligence in financial planning with James Woodfall, our special guest and ex-financial planner turned EQ expert. D...

From Luxury Cars to £63m in AUM, a Financial Planning Career Pivot With Nathan Ind of St James's Place

25 Jul 2024

Contributed by Lukas

Ever wondered how selling luxury cars could lead to managing 63 million in assets? Join us for an enlightening conversation with Nathan Ind, a partner...

Building an International Financial Planning Business with $2bil AUM in 6 years! Chris Ball of Hoxton Capital Management

23 Jul 2024

Contributed by Lukas

Curious about the international Financial planning space? Join us for an exclusive conversation with Chris Ball, CEO of Hoxton Capital Management, as...

Unlocking Career Growth: Sean Banks on Financial Planning, Mentorship, and Navigating Career Transitions

16 Jul 2024

Contributed by Lukas

Ever wondered why some financial planners choose employment over entrepreneurship? Discover the compelling journey of Sean Banks, Senior Financial Pl...

Jonathon Jay - Why I joined Hoxton Capital Managment as Managing Director of UK Financial Planning - With Your Host Sam Oakes

12 Jul 2024

Contributed by Lukas

This week on the Financial Planner Life Podcast,  we welcome back Jonathon Jay who first appeared on the podcast 3.5 years ago and lots has changed s...

How I 6x My Turnover as a Financial Planner - Tom Schofield of Foster Denovo shares with Sam Oakes

09 Jul 2024

Contributed by Lukas

What happens when an aspiring professional rugby player swaps the field for financial advising? Join us for a conversation with Tom Schofield, a partn...

Sam Oakes Talks to Jack Dudley about his career change, from teaching to financial advice and how to get a job in financial planning.

04 Jul 2024

Contributed by Lukas

What happens when you blend military precision with classroom teaching and then pivot to financial planning? Meet Jack Dudley, a former Royal Engineer...

Change Manager Olivia Crease on Driving Growth and Innovation at Foster Denovo

11 Jun 2024

Contributed by Lukas

What if navigating the complex world of financial planning could be made simpler and more accessible for everyone? In our latest episode, we sit down ...

Is Self Employed The Wrong Way To Fix The Financial Adviser Gap? Rob Atherton Shares Why We Need More Employed Options For Trainee Financial Planners.

10 Jun 2024

Contributed by Lukas

Can the financial planning industry sustain itself without adapting to the needs of new talent? Join us on the Financial Planner Life podcast for a t...

St James's Place Adviser Academy Update 2024 - A Deep Dive Into Terms 5 & 6 with Gee Foottit

06 Jun 2024

Contributed by Lukas

We are back with Gee Footitt from St James's Place for an update on the SJP Adviser Academy. In this updated episode for 2024, we take a look at ...

Ceri Griffiths - Why I Work With Women Divorcing Multi Millionaire CEO's - Niche Financial Planning.

04 Jun 2024

Contributed by Lukas

This week is a talent partnership special with St James's Place Ever wondered how financial advisers can make a monumental impact on women's...

Life’s Good - It’s The Disease That’s The Problem. Financial Education Through Personal Tragedy

22 May 2024

Contributed by Lukas

When life throws you curveballs, financial foresight can be your greatest ally. Hazel Carter, a retired financial services professional , today shares...

How I cold called my way to £100,000,000 AUM, emotional intelligence and financial planning training with - Paul Taylor

16 May 2024

Contributed by Lukas

Join the conversation with Paul Taylor, an expert in financial planning, as we explore the secrets of turning ambitious individuals into top financial...

Apprenticeship v University, Early Financial Planning career development at Foster Denovo with Ryan Edwards

08 May 2024

Contributed by Lukas

Ever wondered how a young professional scales the heights of the financial planning industry? Ryan Edwards, Client Relationship Manager at Foster Deno...

What happens after the St James's Place Academy? My 3rd year as a Financial Planner - Natasha Percy-Baxter

09 Apr 2024

Contributed by Lukas

St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy?  -...