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 | Twice weekly | Episodes | 303 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | CareersBusinessEntrepreneurship | |||
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Latest Episodes
A paraplanner sits down on a Monday morning to write one new business suitability report and loses most of the day to it. The document runs to 40+ pages. The client takes it home after a one hour meeting and, if we are honest, reads about five of the... more
Almost nobody in financial services can explain what an employee benefits consultant actually does all day, which is strange for a specialism that sits inside most of the big advice firms in the UK.
Sam Oakes is joined by Natalie Malone, who leads t... more
Financial planners are sitting on a confidence problem: a 70% opportunity gap when it comes to closing, and it is costing them business they should be winning.
Chris Larkin, founder of training consultancy BigRock, returns to the podcast alongside M... more
Jeanne Mpondo asked a room full of women in London whether anybody there was investing in anything. Not one hand went up. She then asked who owned their home or held a pension, and hands went up all over the room.
Jeanne Mpondo is a St. James's Plac... more
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Apple Podcasts1patchey1000
United Kingdom2 years 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 Kingdom3 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 Kingdom3 years ago
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Chart Rankings
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Apple Podcasts | #45 | United Kingdom/Business/Careers |
Apple Podcasts | #136 |  South Africa/Business/Careers |
Apple Podcasts | #195 |  Hong Kong/Business/Careers |
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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 show curates in-depth conversations with financial planning professionals, founders, and practitioners at various career stages, focusing on real-world paths into advisory work, business-building, client experience, and succession within regulated environments. Episodes often explore career transitions, intergenerational wealth planning, cross-border advice, and the human side of growing a practice, with practical takeaways on marketing, education, and technology that help listeners push their careers forward. A standout aspect is the mix of founder-led firms, succession stories, and practical frameworks (life planning tools, client experience benchmarks, and AI-enabled advisory help) that make the content both actionable and inspiratio... more
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How many listeners does Financial Planner Life Podcast get?
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Which podcasts are similar to Financial Planner Life Podcast?
These podcasts share a similar audience with Financial Planner Life Podcast:
1. The Meaningful Money Personal Finance Podcast
2. TRAP: The Real Adviser Podcast
3. Adviser 3.0: The Podcast
4. The Money To The Masses Podcast
5. The Martin Lewis Podcast
How many episodes of Financial Planner Life Podcast are there?
Financial Planner Life Podcast launched 6 years ago and published 303 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on Financial Planner Life Podcast?
Recent guests on Financial Planner Life Podcast include:
1. Adele Cable
2. Victoria Cable
3. Stephanie Leung
4. Andreas Hollas
5. Chris Larkin
6. Hannah Wooldridge
7. Tim Brienza
8. Ben Mason
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.