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 | Weekly | Episodes | 252 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | CareersEntrepreneurshipBusiness | |||
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Latest Episodes
Karen Berisford, Chartered Financial Planner and Fellow of the PFS, left a prestigious investment role at JP Morgan to build a client-first advice practice with St. James’s Place. She prioritised trust, time control, and service over scale-at-all-cos... more
Is This the Best IFA Network?
Sam Oakes Meets Sam Wallis – New Leaf Distribution Visit:
reach out to new leaf - click here
Welcome back to the Financial Planner Life Podcast, where we explore what it really takes to build a meaningful and rewar... more
In this episode of the Financial Planner Life podcast, Sam Oakes sits down with Hannah Witty, Chartered Financial Planner at Foster Denovo, to explore her inspiring journey into financial planning. From working on superyachts to becoming one of the e... more
Welcome to Day 2 of the Financial Planner Life Golf Day – where birdies, bogeys, and brilliant business insights go hand in hand.
You can watch this episode on youtube or spotify! here
This round sees Michael Yuille CFP™ (aka Mr #ChickenTuesday) ... more
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Apple Podcasts1patchey1000
United Kingdom9 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 Podcasts5M_Holder95United Kingdoma year 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 Kingdoma year 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 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 Podcasts5SkinnergukUnited Kingdom2 years ago
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Chart Rankings
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Apple Podcasts | #17 | United Kingdom/Business/Careers |
Apple Podcasts | #39 |  Hong Kong/Business/Careers |
Apple Podcasts | #44 |  Ireland/Business/Careers |
Apple Podcasts | #235 |  Brazil/Business/Careers |
Apple Podcasts | #248 | Ireland/Business |
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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?
This podcast offers a candid exploration of the financial planning profession, giving listeners an authentic glimpse into the realities faced by financial professionals. Each episode features guests at different career stages, from seasoned planners to those just beginning their journey, sharing personal stories of success, challenges, and valuable lessons learned along the way. Topics discussed range from professional development and personal well-being to diversity and inclusion, all aimed at fostering industry conversation on often overlooked subjects. Featuring a wide variety of guests, the content is likely to resonate with aspiring financial advisors and industry veterans alike, making it an engaging resource for anyone interested in ... 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. The Property Podcast
4. The Money To The Masses Podcast
5. Making Money
How many episodes of Financial Planner Life Podcast are there?
Financial Planner Life Podcast launched 6 years ago and published 252 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. Rebecca Bidwell
2. Gary Paul
3. John Smith
4. Lawrence Bearman
5. Russell Cook
6. Emmanuel Asuquo
7. Aleem Nijabat
8. Dennis Harhalakis
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.