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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
Self-Employment
Financial Services
Networking
Financial Coaching
Mortgage Advice
Emotional Intelligence

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

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Latest Episodes

Frazer James aren't looking for every candidate. They're looking for A++ people.

Check out the jobs and book a meeting with James Mackay today!!

And if that's you, or if you’re also interested in attracting some of the industry’s best talent, then ... more

What actually determines whether a financial advice firm can be successfully sold?

In this episode of Financial Planner Life, we sit down with Dan Dickinson to explore the reality behind selling a business and why most advisers are thinking about ex... more

YouTube

What if financial advisers could spend 70%… or even 100% of their time with clients?

Book a demo - here 

In this episode of Financial Planner Life, we sit down with Alan Gurung, founder of AdvisoryAI, to explore how AI is reshaping the way advice f... more

Consolidation is rapidly reshaping the financial planning profession.

But what’s really driving it? And what does it actually mean for advisers, firm owners, and the future of advice businesses?

In this episode of Financial Planner Life, Sam Oakes ... more

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Recent Guests

Tammy Salmon
Financial advisor at Salmon Financial Planning and advocate for female representation in finance.
Salmon Financial Planning
Episode: Life as a Hyper Local Female Financial Planner in Bishop’s Stortford
Rosie Hooper
Chartered Fellow Financial Planner at Quilter Cheviot
Quilter Cheviot
Episode: How to Build a Referral-Driven Financial Planning Business with Rosie Hooper
Kanishk Swarup
Founder of Compound Wealth Planning, former equity derivatives trader
Compound Wealth Planning
Episode: From the Trading Floor To Financial Planner with £70 Million AUM
Andrew Spence
Co-founder of Aspen and advocate for differentiation in wealth management.
Aspen
Episode: Active vs Passive investing: A Pointless Debate for Financial Planners?
Rebecca Bidwell
A current student at the St. James's Place Academy and former lawyer.
Queensbury Financial Advisers
Episode: How to pass the CII R01-RO6 exams (DipPFS) in 6 months. 2025 update!
Gary Paul
Academy Relationship Manager who facilitates group learning.
St. James's Place Academy
Episode: How to pass the CII R01-RO6 exams (DipPFS) in 6 months. 2025 update!
John Smith
Technical Manager at Redmill who helps provide digital learning support.
Redmill Advance
Episode: How to pass the CII R01-RO6 exams (DipPFS) in 6 months. 2025 update!
Lawrence Bearman
Self-employed Chartered Financial Planner
Westminster Wealth Management
Episode: Self-Employed Chartered Financial Planner with £10M AUM, By 26 - Lawrence Bearman from Westminster Wealth Management
Russell Cook
Senior Partner at Foster Denovo with 20 years of experience in financial planning
Foster Denovo
Episode: “Built a £60 million AUM Financial Planning Business After Surviving Cancer” A Foster Denovo Special

Host

Sam Oakes
Sam Oakes has been in the financial services industry for over 20 years, previously serving as a trainer for a leading product provider before leading a successful financial planning recruitment company. He is now the head of creative for a growing international financial planning firm, dedicated to building resources that educate and advance careers in financial services.

Reviews

4.7 out of 5 stars from 118 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.

Listeners praise the podcast for its honest and relatable content, highlighting the diverse experiences shared by guests.
Many recommend it as a valuable resource for anyone interested in entering or advancing in the financial planning profession.
Listeners appreciate the thoughtful insights on career development and well-being within the financial services industry.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

He Built 40 Clients in a Library. Now He Manages £58M AUM
Q: What does the future look like for you?
James plans to continue building client relationships and expanding his client bank with the support of Foster Denovo.
He Built 40 Clients in a Library. Now He Manages £58M AUM
Q: What route did you go down in your first entry into financial planning?
James decided to go self-employed to maintain control over his career and client relationships.
He Built 40 Clients in a Library. Now He Manages £58M AUM
Q: So what happened? Did you become one?
James transitioned into financial planning after taking the redundancy and completing his exams.
He Built 40 Clients in a Library. Now He Manages £58M AUM
Q: What was your story?
James shares his journey from working as a cashier to becoming a financial planner after redundancy.
Let Go or Burn Out: Jeri Williams’ Guide to Reclaiming Your Time
Q: What motivates you in your life to do the things that you actually do?
Definitely the kids, and that's very cliché. It's because of my mom being a single mom and wanting to give my kids everything.

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 content focuses on the realities of working in the financial planning profession, highlighting personal stories of success, failures, and growth from various industry professionals. Guests span different roles including financial planners, business owners, and paraplanners, providing insight into their unique experiences, motivations, and the challenges they face in a male-dominated field. Moreover, discussions extend into essential topics such as diversity, well-being, career transitions, and client relationships, making it an engaging resource for those interested in understanding the financial services sector or considering a career in financial advising.

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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. Adviser 3.0: The Podcast
4. The Money To The Masses Podcast
5. The Plannex Podcast

How many episodes of Financial Planner Life Podcast are there?

Financial Planner Life Podcast launched 6 years ago and published 273 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.

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What guests have appeared on Financial Planner Life Podcast?

Recent guests on Financial Planner Life Podcast include:

1. Tammy Salmon
2. Rosie Hooper
3. Kanishk Swarup
4. Andrew Spence
5. Rebecca Bidwell
6. Gary Paul
7. John Smith
8. Lawrence Bearman

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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