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Financial Planner Life Podcast

Sam Oakes
Financial Planning
Career Development
Mentorship
Foster Denovo
Generative Ai
Stakeholder Community
Financial Advice
High Performance Mindset
Recruitment
St James's Place Academy
Innovation
St James's Place
B Corp
Networking
Entrepreneurship
Technology In Financial Services
Altor Wealth Management
Apprenticeships
Motor Neurone Disease
Women Divorcing Ceos

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

PublishesWeeklyEpisodes233Founded5 years ago
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Artwork for Financial Planner Life Podcast

Latest Episodes

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

YouTube

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

YouTube

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

YouTube

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

YouTube

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Recent Guests

Jay Dhaliwal
Chartered Financial Planner for Chase de Vere
Chase de Vere
Episode: From Rejection to Chartered Financial Planner: Jay Dhaliwal's Journey
Samantha Russell
Chief Evangelist at FMG, a platform for financial planners to improve marketing.
FMG
Episode: How Financial Planners Can Win with Marketing in 2025 | Samantha Russell
Dan Buckland
Financial planner and advisor, previously worked in England Rugby.
Futurum Financial Advice
Episode: Can You Be a Financial Planner with ADHD & Dyslexia?
Carla Brown
President of the Personal Finance Society and owner of Oakmere Wealth Management
Personal Finance Society
Episode: Want to Be a Financial Planner? Here’s What You Need to Know! - with Carla Brown
Joanna Butler
Head of Business Operations at Foster Denovo
Foster Denovo
Episode: Want to Grow as a Financial Planner? Build the Right Team Around You - with Joanna Butler
Rohit Rohela
Financial planner, known as the Tax Terminator and Financial Architect.
Finsbridge
Episode: Go All In on Your Niche When Building a Financial Planning Business from Scratch - Rohit Rohela
Charlotte Walters
Award-winning Chartered Financial Planner and founder of Avail Financial Planning
Avail Financial Planning
Episode: Switching From Mortgage Adviser to Chartered Financial Planner With Charlotte Walters
Marnel Stafford
Financial Planner who started her career at 50 and achieved £400,000 in her first year
Foster Denovo
Episode: Starting a Financial Planning Career at 50 & Writing £400k in Year 1 at Foster Denovo
Laura North
Former teacher turned Financial Planner
Laura North Financial Planning
Episode: From Classroom to Client Meetings: Laura North's Journey from Teacher to Financial Planner

Host

Sam Oakes
Sam Oakes has over 20 years of experience in the financial services industry. He has previously served as the director of a successful financial planning recruitment company and is now the Head of Creative for Hoxton Capital Management. Sam is passionate about educating others in the financial planning profession and has supported numerous industry firms in finding top talent.

Reviews

4.8 out of 5 stars from 108 ratings
  • Please sort the sound out

    Sound quality has made this unlistenable

    Apple Podcasts
    1
    patchey1000
    United Kingdom4 months 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 Kingdom7 months 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 Kingdom9 months 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 Kingdoma year 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 Kingdoma year ago

Listeners Say

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

The focus on mental health and work-life balance resonates well with listeners, making it relatable and relevant.
Overall, there is a strong emphasis on the educational value the podcast provides, with listeners expressing gratitude for the insights shared.
The host is often commended for his engaging interviewing style, which brings out the best from guests.
Many reviews highlight the podcast as a valuable resource for both newcomers and seasoned professionals in the financial services industry.
Listeners praise the varied and insightful discussions that cover essential topics in the financial planning profession.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

From Recruiter to £266M Financial Planner | A Career Change That Paid Off - with Vikash Kanani
Q: What size is your practice and how many families do you help?
The practice consists of four advisors and seeks to help approximately one thousand families with their financial needs, managing £266 million in assets.
From Recruiter to £266M Financial Planner | A Career Change That Paid Off - with Vikash Kanani
Q: How long did it take you to feel somewhat successful as a financial planner?
Vikash shares that he joined the Academy in October 2015 and has been building his practice for nearly 10 years, leading to substantial client asset management.
From Recruiter to £266M Financial Planner | A Career Change That Paid Off - with Vikash Kanani
Q: Tell us where you are in your career and how you got there.
Vikash explains his transition from law to recruitment, and eventually to financial planning, emphasizing the importance of listening and providing value.
From Rejection to Chartered Financial Planner: Jay Dhaliwal's Journey
Q: How do you deal with being a young female financial planner?
Jay emphasized the importance of technical knowledge to overcome perceptions related to her age and gender.
From Rejection to Chartered Financial Planner: Jay Dhaliwal's Journey
Q: Where did it all start?
Jay shared that she studied economics but initially struggled to find her path before falling into a role in financial services.

Audience Metrics

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

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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?

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.

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. NextGen Planners
3. Hoxton Life
4. The Meaningful Money Personal Finance Podcast
5. Investors' Chronicle

How many episodes of Financial Planner Life Podcast are there?

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.

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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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. 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.

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