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 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 a... more
Publishes | Weekly | Episodes | 233 | Founded | 5 years ago |
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Number of Listeners | Categories | BusinessEntrepreneurshipCareers |
Roger Brosch | 20 Years of Foster Denovo, 47% Growth, and the Launch of Foster Denovo Talks
In this episode of Financial Planner Life, we welcome back Roger Brosch, CEO of Foster Denovo, to reflect on a standout year for the business.
• 47% revenue... more
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 talk about her inspiring career journey.
Jay shares how facing rejection twice for financial planner ... more
How a Former Recruiter Built a £266M Financial Planning Business - Vikash’s Journey from BD to Chartered Adviser
In this episode of the Financial Planner Life podcast, Sam Oakes is joined by Chartered Financial Planner Vikash, who shares how he made... more
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 the US.
She shared insight after insight.
Here’s one that really stuck with me:
“Even if someone ... more
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Sound quality has made this unlistenable
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!
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?
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!
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
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #198 |
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A close and honest exploration of the financial planning profession sets the tone for conversation-rich episodes that feature guests from a variety of backgrounds within the industry. Listeners can expect to hear from financial planners, business owners, paraplanners, and back-office staff who share their unique stories of both success and failure, offering insights into what a career in this field truly entails. The topics covered are diverse, ranging from mental health and motivation to issues of diversity and inclusion. This podcast aims to educate and foster discussion, making it especially valuable for those considering a career in financial advising or seeking to deepen their understanding of the financial services sector.
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.
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These podcasts share a similar audience with Financial Planner Life Podcast:
1. TRAP: The Real Adviser Podcast
2. NextGen Planners
3. Hoxton Life
4. The Meaningful Money Personal Finance Podcast
5. Investors' Chronicle
Financial Planner Life Podcast launched 5 years ago and published 233 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
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Recent guests on Financial Planner Life Podcast include:
1. Jay Dhaliwal
2. Samantha Russell
3. Dan Buckland
4. Carla Brown
5. Joanna Butler
6. Rohit Rohela
7. Charlotte Walters
8. Marnel Stafford
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.