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 | 306 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | CareersBusinessEntrepreneurship | |||
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Latest Episodes
Learn more about The Openwork Partnership
How do you move from employed administrator and paraplanner to self-employed financial adviser, business owner and appointed representative of The Openwork Partnership?
In this Financial Planner Life podca... more
Learn more about the St. James's Place Academy
When a financial adviser retires, their clients do not retire with them. Somebody has to be ready to pick up those relationships, and the profession is not currently producing enough people to do it.
S... more
An adviser told Brian McLaughlin he was about to disengage 300 clients because he simply could not service them anymore. He did not want to. He just could not see another option.
Brian McLaughlin is the founder of Pillar Client Services, and he has ... more
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
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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
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
YouTube | #183 | United Kingdom/Popular Podcasts |
Apple Podcasts | #15 | United Kingdom/Business/Careers |
Apple Podcasts | #182 |  New Zealand/Business/Careers |
Apple Podcasts | #200 |  Hong Kong/Business/Careers |
Apple Podcasts | #241 |  South Africa/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 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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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. Making Money
3. This is Money Podcast
4. The Property Podcast
5. AJ Bell Money & Markets
How many episodes of Financial Planner Life Podcast are there?
Financial Planner Life Podcast launched 7 years ago and published 306 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. Gee Foottit
2. Natalie Malone
3. Chris Larkin
4. Mark Rockliffe
5. Jeanne Mpondo
6. Trevor Greetham
7. Robin Ellis
8. Adele Cable
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.