Financial Planner Life Podcast
Sam OakesWelcome 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 profession. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our... more
| Publishes | Weekly | Episodes | 279 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessEntrepreneurshipCareers | |||
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Latest Episodes
Take the Adviser Advantage test here! 👈
Only 39% of UK adults trust financial services.
For a profession built entirely on trust, that number should be a wake-up call.
In this episode of Financial Planner Life, Sam sits down with Chris Larkin, f... more
Hannah Wooldridge isn't only the person keeping Financial Planner Life running behind the scenes. She's also training to become a financial planner, and sharing every step of the journey in real time.
In this episode, Sam sits down with Hannah for t... more
For most financial planners, the point of entry into the industry is either from an adjacent field or by working up from admin through paraplanning roles.
But not Tim. His route stands out as unconventional, but it's far from hindering his professio... more
75% of financial advisers lose their AUM when a client passes away.
Not because of bad performance. Not because of high fees. Simply because nobody built a relationship with the next generation.
Ben Mason from Kinvault did something about that.
more
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Apple Podcasts1patchey1000
United Kingdoma year ago - Great listen!
Great podcast to listen to and some really brilliant guests so far! Have enjoyed listening to many of the conversations Sam has had with interesting people in the industry.
Great work Sam and thanks for sharing!
Apple Podcasts5M_Holder95United Kingdom2 years ago - Great all round informative podcast
Covers everything in UK and now offshore financial planning life, from starting out to everyday issues and selling your business to management buy outs.
Anybody starting out or in the early stages of your career, many pearls of wisdom from people that have done and are doing it.
Gives you access to what’s working, how successful planners are achieving results and what mistakes they have made along the way. What more could you really want?
Apple Podcasts5Julian BakerUnited Kingdom2 years ago - Brilliant resource for anyone in the profession
The Financial Planner Life Podcast is an amazing resource for anyone in the profession. I have spent countless hours listening to the various conversations and have picked up loads of valuable tips.
Thank you for a fantastic podcast!
Apple Podcasts5Adjoho97United Kingdom2 years ago - Just brilliant
If you want a good idea of what it’s like to be in this profession and you’re looking for a wide variety of opinions. This is a must listen. Sam is a superb interviewer, he really draws out the best from the guests and understands the journey
Apple Podcasts5SkinnergukUnited Kingdom2 years ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #30 | United Kingdom/Business/Careers |
Apple Podcasts | #170 |  Netherlands/Business/Careers |
Apple Podcasts | #193 |  Singapore/Business/Careers |
Talking Points
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Frequently Asked Questions About Financial Planner Life Podcast
What is Financial Planner Life Podcast about and what kind of topics does it cover?
The podcast offers candid conversations with financial planning professionals at various career stages, focusing on real-world career paths, client relationships, and the industry's evolving dynamics. Episodes frequently cover topics like building a practice, referrals and networking, mentorship, work–life balance, and diversity and inclusion, with an emphasis on practical lessons, personal growth, and authentic industry insights. A standout aspect is the clear emphasis on accessibility and mentorship—from local community engagement to female representation in finance—making it particularly relevant for aspiring advisers, early-career planners, and firm leaders seeking candid, applicable guidance.
Where can I find podcast stats for Financial Planner Life Podcast?
Rephonic provides a wide range of podcast stats for Financial Planner Life Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Financial Planner Life Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does Financial Planner Life Podcast get?
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What are the audience demographics for Financial Planner Life Podcast?
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How many subscribers and views does Financial Planner Life Podcast have?
To see how many followers or subscribers Financial Planner Life Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to Financial Planner Life Podcast?
These podcasts share a similar audience with Financial Planner Life Podcast:
1. TRAP: The Real Adviser Podcast
2. The Meaningful Money Personal Finance Podcast
3. Making Money
4. AJ Bell Money & Markets
5. The Money To The Masses Podcast
How many episodes of Financial Planner Life Podcast are there?
Financial Planner Life Podcast launched 6 years ago and published 279 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Financial Planner Life Podcast?
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Where can I see ratings and reviews for Financial Planner Life Podcast?
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How do I access podcast episode transcripts for Financial Planner Life Podcast?
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What guests have appeared on Financial Planner Life Podcast?
Recent guests on Financial Planner Life Podcast include:
1. Tim Brienza
2. Ben Mason
3. George Davey
4. Matt Biddle
5. James Mackay
6. Dan Dickinson
7. Alan Gurung
8. James Kaberry
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.