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The Financial Planner Life Podcast
Великобритания
Добавлен 18 янв 2020
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 industry. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the industry!
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 story to share, and The Financial Planner podcast is a platform for them to talk about their personal and professional journey.
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 is going to educate and spark a conversation within the industry with topics that may not be openly discussed.
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 story to share, and The Financial Planner podcast is a platform for them to talk about their personal and professional journey.
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 is going to educate and spark a conversation within the industry with topics that may not be openly discussed.
Paraplanning Expert to Practice Lead - Paula Guedes Inspiring Journey in Financial Planning
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 dynamic practice lead at Foster Denovo. Paula's journey from Brazil to the UK, pursuing a master's in finance and economics, and working her way up from an entry-level position to a chartered paraplanner, is nothing short of inspiring. She shares how her analytical strengths and passion for financial planning have shaped her career, offering valuable insights for women aspiring to make their mark in this predominantly male-dominated profession.
Communication is the cornerstone of any successful financial planning team. In this episode, Paola elabo...
Communication is the cornerstone of any successful financial planning team. In this episode, Paola elabo...
Просмотров: 112
Видео
Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success
Просмотров 473День назад
Ellie Gracie on the Financial Planner Life Podcast Host: Sam Oakes Financial Planner Life Guest: Ellie Gracie, Paraplanner at Hoxton Wealth In this episode of Financial Planner Life, we sit down with Ellie Gracie, a 22-year-old paraplanner from Hoxton Wealth who left Edinburgh for the fast-paced surroundings of Dubai. Ellie shares her journey into financial planning, discussing how Dubai's dyna...
From Graduate to Chartered Financial Planner & Why I support the Paraplanner Club
Просмотров 183День назад
From beginning as an administrator to his current role managing a client book as a financial planner in an investment Management company, Matt Finch's journey is nothing short of inspiring. He offers invaluable insights into the importance of a holistic, personalised approach to financial planning, and shares his experiences working with a diverse array of clients, from high net worth individua...
International Financial Advice, Compliance & Regulations - Paul Tate from Hoxton Capital Managment
Просмотров 27814 дней назад
Unlock the secrets of global compliance in financial planning with our special guest, Paul Tate, the Global Head of Compliance at Hoxton Capital Management. From his humble beginnings as a financial advisor in South Africa to his influential role in Dubai, Paul shares his compelling journey and the passion that drives him. Discover how ethics and compliance can positively impact lives across di...
A Young Financial Planners Career Journey - Dylan Ellis from St James's Place talks to Sam Oakes
Просмотров 65814 дней назад
Dylan Ellis on the Financial Planner Life Podcast Host: Sam Oakes Financial Planner Life Guest: Dylan Ellis, Financial Planner at St James's Place Opening Summary: In a profoundly moving episode of the Financial Planner Life Podcast, host Sam Oakes engages Dylan Ellis in a discussion that uncovers the deep interconnection between personal adversity and professional growth. Dylan shares his comp...
Career switch from mortgages to financial planning with New Leaf (IFA Network) Dan Hobbs & Sam Oakes
Просмотров 24621 день назад
Are you a mortgage advisor looking for more stability and long-term growth in your career? Transitioning to an Independent Financial Advisor (IFA) might be the strategic move you’ve been searching for. In this episode of the Financial Planner Life podcast, Sam Oakes sits down with Daniel Hobbs from New Leaf to explore the benefits and challenges of making the shift from mortgage advice to finan...
Why I Joined Hoxton Capital Managment, As a Protection Adviser With Adrian Benjamin & Sam Oakes
Просмотров 25421 день назад
And another top hire for Hoxton Capital Management in the UK! Welcome Adrian Benjamin! Join us on this episode of the Financial Planner Life podcast as we sit down with Adrian Benjamin, who recently joined Hoxton Capital Management as a protection consultant. this is Adrians second spin on the Financial Planner Life Podcast, this time he delves into his motivations for the career move, discussi...
Financial Planning Careers at Foster Denovo with Head of Talent and Acquisition Helena Bogdanoski
Просмотров 36128 дней назад
Want to know the secrets to successful recruitment in the financial planning profession? Our special guest, Helena Bogdanovski from Foster Denovo today shares her expertise in talent attraction. Learn how she navigates the intricate process of hiring self-employed financial advisers, focusing on relationship-building and understanding their unique needs to ensure a perfect fit for both the advi...
How I secured my first job in Financial Planning as a Financial Planner, Against Recruiters advice.
Просмотров 494Месяц назад
Unlock the secrets to a fulfilling career in financial planning with Tom Brookes from Mosaac Financial Planning. Tom's journey is nothing short of inspirational, from his early ventures in the property market to his transformative "quarter-life crisis" that led him to the world of financial advising. His story is a testament to the power of self-belief and strategic career moves, offering inval...
Unlocking Success in Global Financial Advice: Insights from Dubai with Jacob Hall of Hoxton Capital
Просмотров 795Месяц назад
Unlock the secrets to succeeding in global financial advice with insights from Jacob Hall, the Global Head of Advisory for Hoxton Capital Management. Jacob takes us through his transformative journey from self-employment to leading a dynamic team of 40 professionals. You'll gain a deep understanding of the evolving professional landscape, the innovative strategies employed by Hoxton Capital Man...
Unlocking Emotional Intelligence in Financial Planning, Emotional Intelligence Expert James Woodfall
Просмотров 204Месяц назад
Unlock the secrets of emotional intelligence in Financial Planning with James Woodfall, our special guest and ex-financial planner turned EQ expert. Discover how emotional intelligence stacks up against traditional IQ in shaping successful careers in financial planning. Learn why EQ is a game-changer in staff recruitment, training, and its profound impact on the bottom line. James shares his mi...
From Luxury Cars to Financial Planning Business Owner, via St James's Place Adviser Academy.
Просмотров 339Месяц назад
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 at St James's Place, as he shares his remarkable career journey from the motor trade to financial planning via the St James's Place Academy. Nathan's story isn't just about changing careers-it's about leveraging diverse experiences and mastering ...
How I Built an International Financial Planning Company with $2b AUM in 6 Years, Chris Ball - Hoxton
Просмотров 1 тыс.Месяц назад
Curious about the international Financial Planning space? Join us for an exclusive conversation with Chris Ball, CEO of Hoxton Capital Management, as he shares the impressive journey of evolving from a business set up at his kitchen table, to a client-centric financial planning powerhouse with over 250 staff in 6 countries, including the UK. Sam Oakes was so impressed with Chris, and Hoxton Cap...
Sean Banks on Financial Planning, Mentorship, and Navigating Career Transitions -Hosted by Sam Oakes
Просмотров 293Месяц назад
Ever wondered why some financial planners choose employment over entrepreneurship? Discover the compelling journey of Sean Banks, Senior Financial Planner at Pembrokeshire Financial Services, as he shares his career progression from administration and paraplanning to financial advice. You'll learn why Sean opted to remain employed, emphasising the unmatched benefits of skill development and per...
Jonathon Jay - Why I joined Hoxton Capital Management as Managing Director of UK Financial Planning
Просмотров 376Месяц назад
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 since then! This is a special episode for me because I get to announce Jonathon Jay joining Hoxton Capital Management as Director of UK Financial Planning. This is the first episode in the series I'm calling Hoxton Life! What it's really like working...
How I 6x My Turnover as a Self Employed Financial Planner at Foster Denovo with Tom Schofield
Просмотров 628Месяц назад
How I 6x My Turnover as a Self Employed Financial Planner at Foster Denovo with Tom Schofield
Tips for getting a job in Financial Planning, with Sam Oakes & Jack Dudley a new Financial Planner!
Просмотров 2932 месяца назад
Tips for getting a job in Financial Planning, with Sam Oakes & Jack Dudley a new Financial Planner!
My job as Change Manager in Financial Planning for Foster Denovo - Olivia Crease (Career Advice )
Просмотров 2692 месяца назад
My job as Change Manager in Financial Planning for Foster Denovo - Olivia Crease (Career Advice )
Why is it difficult to get a job as a financial adviser? & what can be done about it? Rob Atherton
Просмотров 7762 месяца назад
Why is it difficult to get a job as a financial adviser? & what can be done about it? Rob Atherton
St James's Place Financial Adviser Academy Review Update for 2024 - A Deep Dive Into Terms 5 & 6!
Просмотров 4,2 тыс.3 месяца назад
St James's Place Financial Adviser Academy Review Update for 2024 - A Deep Dive Into Terms 5 & 6!
Financial Planning for Women Divorcing Multi Millionaire CEOs - Ceri Griffiths
Просмотров 2863 месяца назад
Financial Planning for Women Divorcing Multi Millionaire CEOs - Ceri Griffiths
Why I Joined The Financial Planning Profession As Head Of Creative For Hoxton Capital Management
Просмотров 3923 месяца назад
Why I Joined The Financial Planning Profession As Head Of Creative For Hoxton Capital Management
Transforming Tragedy into Financial Planning Education with Hazel Carter
Просмотров 2183 месяца назад
Transforming Tragedy into Financial Planning Education with Hazel Carter
How to Elevate Your Financial Planning Career with Paul Taylor's Expert Advice
Просмотров 4143 месяца назад
How to Elevate Your Financial Planning Career with Paul Taylor's Expert Advice
Apprenticeship v University, Trainee Financial Planning Career Development at Foster Denovo
Просмотров 3143 месяца назад
Apprenticeship v University, Trainee Financial Planning Career Development at Foster Denovo
Whats next after the St James's place Academy? Year 3 as a Financial Planner - Natasha Percy-Baxter
Просмотров 1,3 тыс.4 месяца назад
Whats next after the St James's place Academy? Year 3 as a Financial Planner - Natasha Percy-Baxter
8 promotions in 7 years! Financial Planning Career Development at Foster Denovo with Josie Freeman.
Просмотров 3264 месяца назад
8 promotions in 7 years! Financial Planning Career Development at Foster Denovo with Josie Freeman.
Redefining Financial Planning Through Diversity and Education with Phoebe Ellis of First Wealth
Просмотров 1325 месяцев назад
Redefining Financial Planning Through Diversity and Education with Phoebe Ellis of First Wealth
Crafting a Legacy Beyond Profit: Ethical and Community-Centric Approach of Altor Wealth Management
Просмотров 1945 месяцев назад
Crafting a Legacy Beyond Profit: Ethical and Community-Centric Approach of Altor Wealth Management
Career Advice in Financial Planning & Keys to Success & Growth with Matt Fowler of St James's Place
Просмотров 4795 месяцев назад
Career Advice in Financial Planning & Keys to Success & Growth with Matt Fowler of St James's Place
I have my Graduation next friday. Cannot recommend the Academy enough!
Thank you for such an encouraging conversation, Sam! Paula's story serves as a strong reminder that through perseverance, dedication, and self-reflection, anyone can build a rewarding and successful career.
Namaste, Nice podcast and I like the Buddhist bowl infront of you Sam. Interesting discussion. Good luck. Anugacchati Pravaha
This is really good and inspiring!
Hello kate
Amazing podcast my favourite pod on YT rn
Hey Buddy how are you? I think i can design you some attractive thumbnails,are you interested?
Unreal talk! Dylan is a true role model and the journey makes it even more admirable 👏👏
💯
Terrible experience with 'Allied Crowbar MkII" Opps I mean St James Place. Don't recommend at all.
Very useful. Thanks😊
Great video and very indepth. Mt only query. How much are SJP involved in those pre Term 1 exams. Does the individual have to fund them?
I would like to help you increase the views of your channel's videos, we can discuss this if you are interested
I was a stay at Home mom with no money in my IRA or any savings of my own, which was scary at 53 years of age. Three years ago I got a part time job and save everything I make. After 3 years, I am 56 yo and have put $9,000 in an IRA and $40,000 in my portfolio with CFA, Evelyn Infurna. Since the goal of getting a job was to invest for retirement and NOT up my lifestyle, I was able to scale this quickly to $150,000. If I can do this in a year, anyone can.
These podcasts are so good, although im always interested as to what people earn its often never spoke about.
I agree more talk on earning potential, we have an episode with Hoxton soon where we discuss earnings!
I am just about to venture into the international waters. Thanks for your support Sam and wish Hoxton Cap continued success (even if you will be a competitor).
Hey man, good luck on your journey! Not competitors, wrong mindset my man. We ❤️ everyone who wants to work internationally, let’s make it a professional experience for everyone involved.
Great one. How do you become an international advisor vs a local (British) one though? Whats the qualifications needed?
Depends where you eventually want to advise, we are multi jurisdictions. Different exams different country, we are also Uk based and train advisers there first. Apply for a trainee role with us via the website, be sure to mention financial planner life podcast
Love these podcasts with these ultra successful advisors! I am 21 studying towards the DipFa qualification and just joined a company as an admin. Seeing these successful advisors and how much they can make is really motivating! Keep them up.
Sky is the limit, it’s a great time to become an adviser. Hard work and patience, you won’t make It over night brother!
Really good episode, just got into the industry and want to end up here some day!
Nice, keep focused and you’ll get there! What role have you started in?
❤❤❤
Thank you for sharing! I have had a very similar career progression within the investment firm I'm with in 5.5 years, and I'm always excited to watch these interviews and learn from others. This one hit close to home as I can see my own career progression in her story. I also enjoyed hearing more of her admin/paraplanner role. So many podcasts highlight the financial advisors, and though extremely valuable, it's so valuable to promote and highlight those who are in supporting roles as well. There are also not enough books in the financial services support or leadership roles. It takes everyone in every role working in alignment to see results.
Great points! We often share career stories from all different roles.
Thank you ❤
Loved the podcast🎉
What a great episode. Useful information 🎉
Lovely stuff thanks for feedback
Which one is best course for insurance industry
Brilliant episode! It's great how it's just a natural conversation rather than a boring question and answer session. I also agree that admin to para planning to advising isn't always the best option. Great Paraplanners are like gold dust and a lot of employers will be hesitant to let them move up to advice- giving them the hassle of trying to replace the PP.
Glad you enjoyed it, I’m fan of a good old chat! 💪
Great podcast! Completely resonate with what Richard has to say about money habits. Its our duty to share as much knowledge as possible about making better decisions
I follow both of you on LinkedIn, and the exposure I get from both of you is amazing! You both provide great support to the financial planning industry.
Many thanks!!🙏
Extremely insightful. Interested!
Great episode! I am someone you described who is a second careerist currently working at an investment platform but looking to become a Financial Planner and one day a Chartered IFA. It’s strange to me how to big players are not already considering creating more employed positions. Nonetheless, thanks for the insight and I won’t give up!
Get your qualifications and it opens lots of doors. It’s neither easy nor hard, the industry is competitive but very rewarding. It’s an industry where your level of work will control your destiny. It’s not 9 to 5 but that’s what makes it’s so interesting. I have been in the industry over 15 years also for a bit of background. Good luck
The jobs will come, trying filling my how to get a job in Finacial planning video
You both are so brilliant and passionate about the industry-kudos to you! However, my question is: if it's that difficult to get in, is it still a career worth considering? This conversation has given me a lot of insight, but it has also left me feeling a bit terrified.
there are opportunities out there.
To the point regarding retiring practices. 1) Why would Financial planners NOT train staff up to ensure a successful exit? 2) Surely if more leaving than replenishment, the price they ask to purchase said clients, will decrease drastically? (They are creating a problem which will hurt them)
Acquiring firms already have advisers in place to take on the clients
@@samtheoakes I should really find out who these acquiring firms are. How can their be a shortage of advisors if these firms are meeting the demand?
@@NobumblegumforyouWhat they do is dump the acquired clients onto existing advisers at the firm. More clients for existing advisers without creating new advisers
@@Itsife_ that's not sustainable if you're not bringing in new advisors.
Love this podcast mate 👍👍
Interested in the programme
Pretty tasteless content. Should be subtitled ' Come and see me Sisters and we'll fleece him for as much as we can get' Male CEO's beware.
Because it women divorcing men?
Fantastic news, congratulations Sam! I can see in your eyes how excited you are for this opportunity and I am really intrigued to see some more content regarding you getting setup in Dubai! Also found it hilarious that when you were explaining that your wife has told you to slow down and literally 5 seconds later the Microsoft teams notification 'blings' to let you know someone has joined your meetings lobby!
Thank you 🙏 Haha! I know right?!
Interested in the program
Following your journey into Dubai and the Academy intrigues me. One of my hesitations for joining this career was I live an international lifestyle and just staying in the UK was a killer for me. Ideally I want a firm that appreciates remote work is doable with clients, and encourages it. Would be good to see how Hoxton operates.
It’s certainly a big pull for me! International with a strong Uk footprint is powerfully
Good on you Sam and best of luck with the new adventure.
Thanks Davey!!
Thank you 💪🙏
Incredibly inspiring interview that describes my situation to a tee! Regarding the United States, do you have any academy resources suitable for the US citizen? Thank you so much for your valuable content!
Be very interesting to hear more about the academy they offer!
Will keep you updated via the podcast and LinkedIn.
Best of luck Sam!
many thanks!
Forward-thinking FP! Great podcast...
Great episode, so insightful and you definitely don’t get that any of the exams! More than interested in the program
I am more than interested in the program!
Good interview and Kris seems humble
Amazing episode Paul 🙌🏼
Glad you enjoyed it
Amazing episode
Pleased you found it valuable
Love it, thanks for the content I have an interview coming up.
good luck!!
Great
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Very informative💚