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Financial Planner Life Podcast

Sam Oakes
Financial Planning
Career Development
Mentorship
Foster Denovo
Client Relationships
Dubai
Career Transition
Recruitment
Work-Life Balance
Women In Finance
St. James's Place Academy
Mental Health
Entrepreneurship
Wealth Management
Networking
Self-Employment
Financial Services
Mortgage Advice
Financial Coaching
Social Media

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... more

PublishesWeeklyEpisodes283Founded6 years ago
Number of ListenersCategories
EntrepreneurshipCareersBusiness

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Artwork for Financial Planner Life Podcast

Latest Episodes

Why 30 to 39 Is the Best Age to Become a Financial Adviser 

Is 30 too old to start a career in financial planning?

A lot of people would say yes. The reality is the opposite.

The 30 to 39 age group is the fastest growing cohort entering financial ... more

What's the best age to become a financial planner?

Adele Cable changed career at 53, convinced she was nearly on the ‘scrapheap’. Victoria Cable started at 23, convinced nobody would trust someone her age with their finances. Together they've built ... more

YouTube

Care costs up to £100,000 a year. 1 in 4 people in the UK sell their home to pay for it. And most financial planners are having the conversation far too late.

Click here for the KareHero Website 

In this episode, Sam sits down with Stephanie Leung,... more

Should UK financial planners be looking at the international advice market? Andreas Hollas has spent 13 years in Dubai building expertise that has no textbook, and the career it's given him is unlike anything available in the UK.

In this episode of ... more

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Stephanie Leung
Founder and CEO of KareHero
KareHero
Episode: The Care Conversation Financial Planners Are Missing with Stephanie Leung of KareHero
Andreas Hollas
Chartered Financial Planner and Technical Advice Director at Titan Wealth International
Titan Wealth International
Episode: International Career Advice from a Number 1 Financial Planner at Titan Wealth
Chris Larkin
Founder and MD of Big Rock
Big Rock
Episode: 39% of people don't trust financial planners, take 'Adviser Advantage' test for free! | Chris Larkin, BigRock
Tim Brienza
Financial planner, self-employed for Montpelier Asset Management
Montpelier Asset Management
Episode: How Tim Brienza Built a £50M Client Base Through Financial Planning
Ben Mason
Founder/Executive at KinVault (Kinvault)
KinVault
Episode: Financial Planners Will Lose Millions, this £10 Tech can solve the Wealth Transfer Problem!
George Davey
Financial Planner at Titan Wealth
Titan Wealth
Episode: How Financial Planners and Investment Managers Serve Wealthy Families
Matt Biddle
Investment Manager at Titan Private Wealth
Titan Wealth
Episode: How Financial Planners and Investment Managers Serve Wealthy Families
James Mackay
Co-founder of Frazer James
Frazer James
Episode: Are these the Best Paid Jobs and Benefits in Financial Planning? Frazer James, The best should be paid more!!!!
Dan Dickinson
CEO of Titan Wealth International
Titan Wealth International
Episode: The Truth About Selling an International Financial Planning Business

Host

Sam Oakes
Host of The Financial Planner Life Podcast

Reviews

4.7 out of 5 stars from 119 ratings
  • Please sort the sound out

    Sound quality has made this unlistenable

    Apple Podcasts
    1
    patchey1000
    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 Podcasts
    5
    M_Holder95
    United 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 Podcasts
    5
    Julian Baker
    United 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 Podcasts
    5
    Adjoho97
    United 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 Podcasts
    5
    Skinnerguk
    United Kingdom2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Great production quality and engaging guests.
Hosts attract a diverse range of guests and discuss timely industry topics.
Listeners appreciate practical takeaways for building advisory businesses.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#12
United Kingdom/Business/Careers
Apple Podcasts
#163
United Kingdom/Business
Apple Podcasts
#155
Hong Kong/Business/Careers
Apple Podcasts
#181
Netherlands/Business/Careers
Apple Podcasts
#202
Singapore/Business/Careers
Apple Podcasts
#236
Brazil/Business/Careers

Talking Points

Recent interactions between the hosts and their guests.

The Care Conversation Financial Planners Are Missing with Stephanie Leung of KareHero
Q: What should financial planners do when a client is facing care needs?
Engage early, understand the care options and funding landscape, use care advisors (KareHero) for a holistic plan, and discuss power of attorney and long-term planning.
The Care Conversation Financial Planners Are Missing with Stephanie Leung of KareHero
Q: Why should financial planners care about this topic?
Care is a major, ongoing cost; planning early can prevent “sticker shock” and preserve wealth while reducing stress for families.
The Care Conversation Financial Planners Are Missing with Stephanie Leung of KareHero
Q: For those that don't know you, can you introduce yourself and KareHero?
Stephanie introduces herself as founder/CEO of KareHero, explains KareHero is a care-advisory service in the UK helping families navigate care funding and options, and discusses her personal caregiver journey.
Training to Become a Financial Planner - Exams, Client Meetings & Building in Public
Q: How did you approach shadowing and client meetings so far?
She describes two shadowing sessions with Caroline, observing different client types and the importance of minimizing jargon, plus how to assess client energy and engagement during meetings.
From 17 Clients to £500M+ AUM: How Marc Norris Built a Thriving Financial Planning Firm
Q: How important was mentorship and the academy experience in shaping your ability to scale?
The academy provided a solid foundation, practical structure, and access to mentors and colleagues; it helped me plan the business, understand regulatory requirements, and later informed how I integrated acquisitions with a compliant, client‑centric approach.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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.

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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. This is Money Podcast

How many episodes of Financial Planner Life Podcast are there?

Financial Planner Life Podcast launched 6 years ago and published 283 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?

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.

Where can I see ratings and reviews 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. Stephanie Leung
2. Andreas Hollas
3. Chris Larkin
4. Tim Brienza
5. Ben Mason
6. George Davey
7. Matt Biddle
8. James Mackay

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.

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