Financial Planner Life Podcast
Episodes
Paraplanners – The Engine Behind a Truly Successful Financial Planning Firm
14 Dec 2023
Contributed by Lukas
Back in the world of high-performance Financial Planning pros on the FPL Podcast as this week we’re joined by Sam Patterson, Managing Director of Th...
Building a Financial Planning Business with Purpose
07 Dec 2023
Contributed by Lukas
This week we're doubling down on the Financial Planner Life with our guest duo, Nathan Waldron and Ryan Nobbs, co-directors and Financial Planner...
Pursuing Progression in Your Financial Planning Career
30 Nov 2023
Contributed by Lukas
This week’s guest on the Financial Planner Life Podcast is Ben Slater, Chartered Financial Planner & Director at Stephen Eve Financial Planning ...
How YOU can find a job in the finanical planning profession, without the need of a recruiter!
28 Nov 2023
Contributed by Lukas
Bonus EpisodeIn this short episode, we empower you with a rinse-and-repeat strategy for marketing yourself out to financial planning firms to secure...
LinkedIn Lead Generation for Financial Planners
23 Nov 2023
Contributed by Lukas
This week we are giving away some absolute GOLD on the Financial Planner Life Podcast as we speak with Paola Forsberg, Founder and CEO of Paola Forsbe...
Supercharging Financial Planning Through Award Winning Administration
09 Nov 2023
Contributed by Lukas
Administration, often seen as a great starting point for those beginning their career in Financial Planning, but due to being stigmatised as a career ...
Why You Should Become a Financial Planner: Live from Changefest
02 Nov 2023
Contributed by Lukas
The Financial Planner Life hosts Sam Oakes, Elena Stephenson and Charlie Scott were recently invited to speak at The Chartered Institute for Securitie...
CRMs in Financial Planning with Wealth Dynamix and Plannr
26 Oct 2023
Contributed by Lukas
Something a little bit different on this week’s Financial Planner Life podcast as we talk about the past, present and future of fintech in the Finan...
Growing Your Financial Planning Business Through Mental Fitness
19 Oct 2023
Contributed by Lukas
Does the business you work in have a detrimental effect on your mental health? This week we're joined by Mike Jones, Founder of Better Happy, th...
How To Become A Paraplanner in Financial Planning. Financial Planner Life Academy Focus ( taken from YouTube video)
16 Oct 2023
Contributed by Lukas
Ready to embark on your paraplanner journey? We've got you covered with insights, advice, and valuable resources. 📚 This is the audio version...
More Women are Needed in Wealth Management – Female Financial Planners Unite!
12 Oct 2023
Contributed by Lukas
Are you part of a group that is underrepresented in the Financial Planning profession? This week, we’re joined by Women’s Financial Wellbeing adv...
A Guide To Financial Advice Administration, Financial Planner Life Academy Focus (from YouTube)
10 Oct 2023
Contributed by Lukas
Ever wondered how to become a financial planning administrator? This is the audio version of the video on the financial planner life channel, we are...
Building a YouTube personal brand with Financial Planner George Agan
05 Oct 2023
Contributed by Lukas
Have you considered content creation as a Marketing tool for your Financial Planning business? Are you thinking of starting a podcast, YouTube channel...
The Financial Planner Life Academy
28 Sep 2023
Contributed by Lukas
Are you thinking of pursuing a career in Financial Planning, but don’t know where to start? Do you want a job as a Financial Adviser, Paraplanner, ...
Transitioning from Legal to Financial Planning
21 Sep 2023
Contributed by Lukas
This week’s guest is Ryan May, Financial Planner at Sound Financial Management. Ryan previously worked in the legal sector, but after working in con...
See it, Believe it, Be it – A Financial Planners Guide to Achieving Career Goals
14 Sep 2023
Contributed by Lukas
This week, Financial Planner Life host Elena is joined by Bethany Lawton, Chartered Financial Planner at AV Trinity Ltd and Fellow of the Professional...
Make Sales Great Again – The Forgotten Code in Financial Planning
07 Sep 2023
Contributed by Lukas
Attention all Financial Advisers, BDM’s, Sales Managers and Business Owners, this episode is for you! This week on the Financial Planner Life Podcas...
Cultivating an Attitude of Gratitude when Building an IFA Practice
31 Aug 2023
Contributed by Lukas
Back once again with the Financial Planner Life podcast, with our guest this week, Freddie Winter AKA Nice Guy Money, Chartered Financial Planner and ...
Unleash Your Potential – Embracing Self Employment as a Financial Planner
24 Aug 2023
Contributed by Lukas
BREAKING FPL NEWS: Sam Oakes and Financial Planner Life have been nominated for the Talent Attraction Award at this year’s Verve Evolution Awards 20...
Financial Planning Blueprint for Career Success with Warren Shute
17 Aug 2023
Contributed by Lukas
This week’s guest on the Financial Planner Life podcast is Warren Shute *deep breath* Chartered Wealth Manager, Money Coach, Author, Sunday Mirror C...
From Restricted Adviser to Independent Financial Planner
10 Aug 2023
Contributed by Lukas
Lee Quinn, IFA at Alexander Grace. Lee’s career route began in typical fashion, starting as a Trainee-Paraplanner before being made redundant as a r...
Insights from the Experts - Sustainable Financial Planning
03 Aug 2023
Contributed by Lukas
This week on the Financial Planner Life Podcast we have a special feature episode on all things sustainability in the world of Financial Services! W...
Paraplanner to Financial Adviser – No need to wait!
27 Jul 2023
Contributed by Lukas
This week's guest on the Financial Planner Life podcast is Lauren Gifford from Butler Toll. This episode is a serious thought provoker for anyone...
POV of a Financial Planning Company Director
20 Jul 2023
Contributed by Lukas
This week on the Financial Planner Life podcast our guest is Karl Pemberton, Chartered Financial Planner and Director of Active Chartered Financial Pl...
Build Better Relationships in Financial Planning
13 Jul 2023
Contributed by Lukas
Welcome back! This week on the Financial Planner Life podcast, host Elena Stephenson speaks with Laura Ripley, Chartered Financial Planner at BRI Weal...
Tools for Quick Success When Running Your Financial Planning Business
06 Jul 2023
Contributed by Lukas
This week on the Financial Planner Life Podcast we speak with Tom Ham, Founder and Director of Calton Wealth Management, a Financial Planning firm tha...
Chartered Financial Planner & Company Director at 24
28 Jun 2023
Contributed by Lukas
We have a very exciting episode for your eyes and ears this week on the Financial Planner Life Podcast. This week’s guest is James Rivers, Finance D...
Building Career Confidence in Financial Planning
22 Jun 2023
Contributed by Lukas
Welcome back to another episode of the Financial Planner Life Podcast and this week’s guest is Jamie Barnes from Pembroke Financial Services. An Adv...
New Business Opportunities In Corporate Financial Advice
14 Jun 2023
Contributed by Lukas
This week we have an exceptional guest on the Financial Planner Life podcast; Oliver McDonald is a Financial Planner and Co-Founder/Director of Engage...
Inclusivity and Diversity in Financial Planning
08 Jun 2023
Contributed by Lukas
Following the overwhelmingly positive response we had from our feature episode last week on the Financial Planner Life podcast, we have decided to com...
FPL Top Tips - Financial Planning Gurus on Content Creation, Marketing & Personal Brand
01 Jun 2023
Contributed by Lukas
This week we have a very special feature on the Financial Planner Life podcast, as we’re looking back at some of the best clips around marketing, br...
Financial Planning Career Testimonial with Rich Weatherburn
25 May 2023
Contributed by Lukas
This week we have something a little different for you here at Financial Planner Life, demonstrating the power of developing a strong industry network...
The Power of Podcasting and YouTube with Pete Matthew
18 May 2023
Contributed by Lukas
Another fresh episode of The Financial Planner Life Podcast for your eyes and ears and this week’s guest is Pete Matthews Chartered Financial Plan...
Financial Planning for Communities, Not Corporates
11 May 2023
Contributed by Lukas
Yet another insightful episode of the Financial Planner Life Podcast and this time around we have Stuart Jackson, Founder and Financial Adviser at Che...
Building a Personal Brand from the Ground Up
04 May 2023
Contributed by Lukas
This week, we’re joined by Nicola McKenzie, Founder of Dunham McCarthy a group of companies that offer legal, mortgage, and protection advice. Nico...
Invest in Yourself – Invest in Your Business
27 Apr 2023
Contributed by Lukas
Today’s guest on the Financial Planner Life Podcast is 2Plan’s Ian Dempsey, an experienced Financial Adviser with a keen interest in personal deve...
The Secret to Successful Management in Financial Planning
20 Apr 2023
Contributed by Lukas
On this week’s episode we have Alice Lording, Partner and Head of Wealth operations at Saltus, presented by Elena Stephenson. Alice is an award nomi...
Building Confidence in Financial Advice
13 Apr 2023
Contributed by Lukas
Today's guest on the Financial Planner Life podcast Helen Thomas, Chartered Financial Planner with a wealth of industry experience. We talk about...
Mindful Wealth
06 Apr 2023
Contributed by Lukas
We have Charlie back hosting this week episode talking with Jai Street from Mindful Wealth. Jai is a financial adviser who set up his own business on ...
The New World Order – Affordable Financial Planning for All
30 Mar 2023
Contributed by Lukas
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 ...
B Corp: Turning Your Financial Planning Business Into a Force for Good
23 Mar 2023
Contributed by Lukas
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...
How We Can Better Serve The LGBTQ+ Community
16 Mar 2023
Contributed by Lukas
This week's guest is Chartered Financial Planner Nicola Crosbie from Moran Wealth Management. We talk about her career journey from starting out ...
Finding your niche within Paraplanning
09 Mar 2023
Contributed by Lukas
Our guest this week chatting with Sam is Michelle Wilson-Stimson from eParaplan Connect. Michelle started out her career working as a door knocker for...
Building the Foundations for Success. Client Relationships and Business Development
02 Mar 2023
Contributed by Lukas
Today we talk with Financial Planner Matt Cross. Matt has been in the profession for over 8 years and started his journey at St James’s Place head o...
Transitioning From Employed to Self-employed IFA Within the Same Company
23 Feb 2023
Contributed by Lukas
This week we talk to self-employed financial adviser, Louise Fitzgerald. Louise started her journey as an administrator, worked her way up through tra...
Let’s Talk About Menopause and Mental Health
16 Feb 2023
Contributed by Lukas
*Trigger warning of discussions on suicide* Charlie is back on the podcast, her first episode of 2023, and coming in strong, talking with Gillian Wil...
Setting up a Directly Authorised Financial Planning Firm From Scratch!
09 Feb 2023
Contributed by Lukas
Joining us today on the Financial Planner Life podcast is Alexandra Vind, Director of Chapter House Wealth Management, and a Chartered Financial Plann...
Networking for Financial Planners with Octo Members Founder Lee Robertson
02 Feb 2023
Contributed by Lukas
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 Member...
Breaking the Taboo’s Within Financial Planning
29 Dec 2022
Contributed by Lukas
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 other...
Career Accelerator For Financial Planning - Part 4 of 4
22 Dec 2022
Contributed by Lukas
Financial Planner Life – Career Accelerator ProgramEpisode 4 – Job offer management in the financial planning profession. In the final episode ...
Career Accelerator For Financial Planning - Part 3 of 4
21 Dec 2022
Contributed by Lukas
Financial Planner Life – Career accelerator program Episode 3 – How to prepare for job interviews in financial planning This episode focuses on ...
Career Accelerator For Financial Planning - Part 2 of 4
20 Dec 2022
Contributed by Lukas
Financial Planner Life, Career Accelerator ProgramEpisode 2 – How to approach your financial planning job search Following on from Episode 1 where ...
Career Accelerator For Financial Planning - Part 1 of 4
19 Dec 2022
Contributed by Lukas
Financial Planner Life, Career Accelerator programEpisode 1: Are you where you want to be in your career? In this episode we encourage you to take ...
Business Management for Financial Planners - Lucy Byrom
15 Dec 2022
Contributed by Lukas
We have Elena hosting the podcast again this week and speaking with Lucy Byrom, Director of Fusion Business Management. Lucy has taken a unique app...
How Paraplanning and Financial Advice Prepared Me For A Role In Operations
01 Dec 2022
Contributed by Lukas
In this weeks episode Sam is joined by Mel Abplanalp from Buckingham Gate Chartered Financial Planners. Mel is the head of operations at Buckingham...
Dave Robinson on why It's the 'Chartered IFA Way or The Highway'
24 Nov 2022
Contributed by Lukas
Today's guest is Dave Robinson. Dave is a Chartered Financial Planner for Centurion Financial Planning, and it's IFA or the Highway with Dav...
The Kinvault From Kinherit - Revolutionising Wealth Transfer for IFAs and their Clients
18 Nov 2022
Contributed by Lukas
This week we celebrate the launch of Financial Planner Life – Fintech, where we showcase some of the most innovative technology that helps improves ...
How Powerful Networking Practices Creates the Ultimate Work Life Balance - Chris Daems
17 Nov 2022
Contributed by Lukas
On the podcast today Sam speaks with Chris Dames. Chris is a chartered adviser and the owner of a company called Cervello which he's been buildin...
How Habitual Self-development is Paramount for Success in Financial Planning - Hannah Whiteley
03 Nov 2022
Contributed by Lukas
Hannah Whiteley is a Financial Planner who attributes her success in the Financial Adviser profession to a disciplined approach of habitual self-devel...
What Financial Planners Could Learn from a Financial Coach
27 Oct 2022
Contributed by Lukas
Today's guest on the Financial Planner Life Podcast is Laura Moore, a certified Financial Coach, Financial Wellbeing speaker and host of the popu...
Graduate to Chartered Fellow, Emma Halls Financial Planning Journey
20 Oct 2022
Contributed by Lukas
This week Sam is joined by Chartered Fellow and Financial Planner, Emma Hall from 75point3. In this episode, we hear about Emma’s career journey ...
The client is the hero of this journey, the financial planner is the guide – Carl Richards
13 Oct 2022
Contributed by Lukas
This week Sam is joined by two guests, Paul Bradley, Founder of Chiltern Hills Financial Planning, is back on the show and he’s brought along Carl R...
Talk Club- The Mens Mental Fitness Movement - Gavin Thorpe
07 Oct 2022
Contributed by Lukas
*World Mental Health Awareness Day Special *This Week I'm joined by Gavin Thorpe one of the Co-Founders of Talk Club the men's mental fitnes...
"I was concerned that financial planning would be a sales role. I was wrong!" – Rory Albon
06 Oct 2022
Contributed by Lukas
This week Sam is joined by Rory Albon, financial planner at Lyndhurst Financial Management Ltd. Rory is a second career-ist and today he shares his st...
Create Your Own Mould - Joseph Obeng
29 Sep 2022
Contributed by Lukas
This week Elena is joined by Joseph Obeng, financial planner at Q Wealth. Joseph shares his unique and inspirational story of how he got into the fina...
The ultimate review of the St James's Place Financial Adviser Academy - Gee Foottit
28 Sep 2022
Contributed by Lukas
Welcome to the Financial Planner Life Academies where we take a deep dive into the entry-level opportunities and advice academies that are out there t...
Investing towards a more sustainable world - Tom Jaffrey
22 Sep 2022
Contributed by Lukas
This week Charlie is joined by Tom Jaffrey from Blackfinch Group, investment specialists working towards a more sustainable world. Founded on evolutio...
Financial wellbeing planner and avid gamer – Kris Mason
15 Sep 2022
Contributed by Lukas
This week Sam is joined by Kris Mason, financial adviser for Bentley Brown & Co Ltd. Kris actually prefers to refer to himself and as financial we...
Clark's Financial Sparks – Bryce Clark
08 Sep 2022
Contributed by Lukas
This week Elena is joined by Bryce Clark, client services administrator at Wellington Wealth. Today we talk about the importance of the administrator ...
The M&G Wealth Financial Adviser Academy - Tom Hegarty
02 Sep 2022
Contributed by Lukas
The first episode in our brand new 'Financial Planner Life Acadamies' series, where we bring the best entry-level and academy opportunities ...
From Law Student to Chartered Financial Planner - Danielle Lecomber
01 Sep 2022
Contributed by Lukas
This week Sam is joined by Chartered Financial Planner Danielle Lecomber who is self-employed under Hall and Costello Wealth Management Ltd. Danielle ...
Sustainable Pensions - Charlotte O’Leary
25 Aug 2022
Contributed by Lukas
This week Charlie is joined by Charlotte O’Leary, CEO at Pensions For Purpose (B Corp pending). We chat about Charlotte’s career journey which has...
Overcoming Limiting Beliefs to become a Financial Planner - Sara Davies
18 Aug 2022
Contributed by Lukas
This week Sam is joined by Sara Davies, a financial planner working on a self-employed basis for DWJ Wealth Management. At the forefront of DWJ is a f...
Your Sustainable Investment Comfort Zone - Rebecca Kowalski
11 Aug 2022
Contributed by Lukas
This week Charlie is joined by Rebecca Kowalski, sustainable finance specialist and director of Overstory Finance. Today Rebecca shares her financial ...
A jargon busting approach to financial planning – Keith Boyes
04 Aug 2022
Contributed by Lukas
This week Sam is joined by Keith Boyes, Managing Director at Spentwell. Keith has an extensive career in the financial profession, starting from Parap...
Build trust and you’re good, no matter your age – Nick Adamthwaite
27 Jul 2022
Contributed by Lukas
This week Sam is joined by Nick Adamthwaite, Director of Masterplan Lending Advisers. This is an interesting conversation because Nick is under 30 yea...
Can money buy you happiness? Paul Bradley
17 Jun 2022
Contributed by Lukas
This week Sam is joined by Paul Bradley, Founder of Chiltern Hills Financial Planning. The focus of the conversation today is an interesting one, does...
Female Folio, a network supporting women on their investment journey – Claire Barker
09 Jun 2022
Contributed by Lukas
This week Elena is joined by Claire Barker, Marketing and Communications Director for Brooks Mcdonald. Claire is here to talk about Brooks Mcdonald’...
My first year as a financial planner - Natasha Percy Baxter
01 Jun 2022
Contributed by Lukas
This week Sam is joined by Natasha Percy Baxter from Percy Baxter Wealth Management. 18 months ago, Natasha reached out to the Financial Planner Life ...
Financial Abuse with Michelle Hoskin - Helping you spot the signs
26 May 2022
Contributed by Lukas
This week Sam is joined by Michelle Hoskin from Standards International Ltd, AKA Little Miss Woww! Michelle is dedicated to raising the international ...
What an operational role within financial planning looks like – Laura Dean
19 May 2022
Contributed by Lukas
This week Elena is joined by Laura Dean, Operations and Marketing Director of Balance Wealth Planning. Laura shares her career journey with us and giv...
Why it’s an advantage to be a young financial planner – Dan Martin
12 May 2022
Contributed by Lukas
This week Elena is joined by Dan Martin, Director and Chartered Independent Financial Planner at MDM Wealth LTD. Dan talks us through his impressive (...
Good mentorship is how you make someone feel – Danielle Arnold
05 May 2022
Contributed by Lukas
This week Sam is joined by Danielle Arnold, head of Paraplanning for Bespoke Wealth Limited. Danielle disproves the myth that Paraplanners are introve...
Nothing about employment worked for me - Tom Skinner
21 Apr 2022
Contributed by Lukas
This week Sam is joined by Tom Skinner, co-founder and financial planning director for Barnaby Cecil. Today Tom shares his career journey and tells us...
My biggest challenge as a woman in financial planning - Susie Laws
14 Apr 2022
Contributed by Lukas
This week Sam is joined by Susie Laws, co-owner and director of Fiducia Wealth Management. Susie is a Chartered Financial Planner, a fellow of the PFS...
Protecting your wealth – Adrian Benjamin
07 Apr 2022
Contributed by Lukas
This week Sam is joined by financial protection adviser Adrian Benjamin. He helps property investors protect themselves and their families financially...
100% of mortgage business from social media! Dan Knott
30 Mar 2022
Contributed by Lukas
This week Ali is joined by Dan Knott from Dan Does Mortgages. We chat about Dan’s mortgage broker career and how social media has played a key role....
A Marathon a day for 100 days straight! Kate Jayden
24 Mar 2022
Contributed by Lukas
This week Sam is joined by superhero Kate Jayden. Kate is running a marathon a day for 100 days straight! This incredible challenge is all in aid of U...
A Financial Planner does NOT need to be academic – Sam Robinson
17 Mar 2022
Contributed by Lukas
This week Elena is joined by Sam Robinson, Director of Almond Financial Ltd. Sam proves that you don’t need to be a high performer at school in orde...
Using wealth management to tackle the climate and nature crisis – Yan Swiderski, the Global Returns Project
10 Mar 2022
Contributed by Lukas
This week we have a new podcast host! Charlie Scott is joining the team and today she is speaking with Yan Swiderski, Executive Trustee & Co Found...
A clear career progression path – Natalie Cooke
24 Feb 2022
Contributed by Lukas
This week Sam is joined by Natalie Cooke, a Paraplanner from Iron Market, to chat about her career journey from an administration role to Paraplanning...
Working in Spain as a Financial Planner – Chris Burke
17 Feb 2022
Contributed by Lukas
This week Sam is joined by Chris Burke, Partner at The Spectrum IFA Group, based in their Barcelona office. Before making the brave decision to head t...
Educating the next generation through the Personal Finance Society - Robert Boland
03 Feb 2022
Contributed by Lukas
This week Sam is joined by Robert Boland, Chartered Financial Planner for Cotswold Independent Financial Services. Robert is also an education outreac...
Helping you to pass your R0 exams - Shannon Fox
28 Jan 2022
Contributed by Lukas
This week Sam is joined by Shannon Fox, education and training coordinator at Lowes Financial Management. Whilst going through her own financial plann...
Lisa Tipton – Paraplanner turned business owner
13 Jan 2022
Contributed by Lukas
Happy New Year from all of us here at the Financial Planner Life podcast. This week Sam is joined by Lisa Tipton, director of financial planning at Ne...
Mental Health Engagement with Nick Elston
09 Dec 2021
Contributed by Lukas
This week Sam is joined by Nick Elston to talk about mental health engagement. Nick is a high-profile inspirational speaker on mental health and perso...
The Future of Financial Planning - Anthony Villis
02 Dec 2021
Contributed by Lukas
This week Sam is joined by Anthony Villis, MD of First Wealth, a Chartered Financial Planning Firm of the year 2021/22. Anthony tells us why he invest...
Financial Wellbeing with Leigh Dunkley
25 Nov 2021
Contributed by Lukas
This week Elena is joined by Leigh Dunkley, Financial Wellbeing lead at Schroders Personal Wealth. Did you know that 47% of UK adults are regularly st...
How to Teach our Children About Money with Will Rainey
18 Nov 2021
Contributed by Lukas
This week Sam is joined by Will Rainey who runs a financial education website called BlueTreeSavings.com. Will is taking a break from his corporate in...
The Paraplanner Club - Sian Davies Cole
11 Nov 2021
Contributed by Lukas
This week Sam is joined by Chartered Paraplanner Sian Davies Cole. Sian is the director of Plan Works, an outsourced Paraplanning company but she is a...