Financial Planner Life Podcast – Details, episodes & analysis

Podcast details

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Financial Planner Life Podcast

Sam Oakes

Business

Frequency: 1 episode/8d. Total Eps: 292

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 audience has a variety each week.

Financial planners, business owners, paraplanners, and back-office staff all have their own stories to share, and The Financial Planner Life podcast serves as a platform for them to discuss their personal and professional journeys. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing, all the way to diversity and inclusion.

We approach each episode with the idea that it will educate and spark a conversation within the industry on topics that may not be openly discussed. If you're considering a career as a financial adviser or are curious about learning more about this exciting sector, we encourage you to give the podcast a listen.

The Host: Sam Oakes is the host of The Financial Planner Life Podcast. since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam now works as the Head of Creative for Hoxton wealth, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm.

Sam has always had a passion for financial services, starting as a trainer for a leading product provider in the UK, and he has been in the industry for over 20 years.

He sees himself as a partner to the industry and wants to contribute useful resources, such as this podcast, to educate those who are further seeking advice and help about how to push their careers forward in this amazing profession.

Be sure to check out

Financial Planner Life Academy - start your career today!

https://financialplannerlife.com/academy/

Recent rankings

Latest chart positions across Apple Podcasts and Spotify rankings.

Apple Podcasts

🇬🇧 Great Britain - careers
21/08/2026
#16
🇬🇧 Great Britain - careers
20/08/2026
#29
🇬🇧 Great Britain - careers
19/08/2026
#19
🇬🇧 Great Britain - careers
18/08/2026
#41
🇬🇧 Great Britain - careers
17/08/2026
#97
🇬🇧 Great Britain - careers
15/08/2026
#46
🇬🇧 Great Britain - careers
14/08/2026
#54
🇬🇧 Great Britain - careers
13/08/2026
#34
🇬🇧 Great Britain - careers
12/08/2026
#90
🇬🇧 Great Britain - careers
11/08/2026
#23

Spotify

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Score global : 42%

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From Admin to Paraplanner to Practice Manager - Paula Guedes Inspiring Journey in Financial Planning

Season 1

Thursday, September 5, 2024 • Duration 44:01

What does it take to transition from an administrative role to a technical expert in financial planning? Join us as we talk with Paula Guedes, a dynamic practice lead at Foster Denovo. Paulas journey from Brazil to the UK, pursuing a master's in finance and economics, and working her way up from an entry-level position to a chartered paraplanner, is nothing short of inspiring. She shares how her analytical strengths and passion for financial planning have shaped her career, offering valuable insights for women aspiring to make their mark in this predominantly male-dominated profession.

Communication is the cornerstone of any successful financial planning team. In this episode, Paola elaborates on the crucial relationship between financial advisers and paraplanners, emphasising the benefits of fostering a team atmosphere. She reveals how paraplanners can enhance client confidence by simplifying complex financial information, and discusses the unique perspective non-native English speakers can bring to the table. Celebrating the achievements of women in finance, Paola advocates for greater diversity and inclusion, making a compelling case for why the profession needs more female leaders.

Paulas story of ambition and growth is both motivating and instructive. After significant personal milestones, such as the birth of her daughter, she returned to work with renewed vigor, tackling challenging qualifications and securing a promotion to chartered paraplanner. She highlights the importance of continuous learning, viewing failure as a stepping stone rather than a setback. By sharing her experiences at Foster Denovo, including the firm's impressive gender diversity and people-centric approach, Paula underscores the significance of personal growth and development within the company. Her journey serves as a testament to the power of ambition, resilience, and the pursuit of excellence in one's career. if you are interested in joining Foster Denovo - Click here

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

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Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success - Ellie Gracie from Hoxton Wealth

Friday, August 30, 2024 • Duration 37:02

Unlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from Hoxton Wealth who traded the historic streets of Edinburgh for the bustling avenues of Dubai. Ellie recounts her adventure of diving headfirst into Dubai’s high-energy, opportunity-laden environment, gaining invaluable experience in paraplanning and client relationship management under the mentorship of Hoxton Wealth's CEO, Chris Ball. Discover how the fast-paced lifestyle of Dubai contrasts with the more serene pace of Edinburgh and why this dynamic shift has been pivotal for Ellie's career.

Ellie shares her strategic journey of breaking into financial planning, detailing her proactive steps from university to securing roles that honed her soft skills and practical know-how. We explore the challenges and rewards of managing multi-jurisdictional portfolios and the vital importance of building impeccable client relationships. Through a blend of administrative, analytical, and client-facing roles, Ellie is meticulously crafting a path towards obtaining professional qualifications in both the UK and the US, setting a solid foundation for a thriving career in financial planning.

Lastly, tune in for an inspiring discussion on the role of women in finance, especially those navigating international waters. Ellie opens up about the support and mentorship she’s received at Hoxton, the importance of confident, strategic networking, and her lofty ambitions for content creation and connections. With stories of potential collaborations with influential figures like Jo Malone, this episode brims with ambition, inspiration, and actionable insights for anyone looking to carve out a successful career in financial planning, particularly in the vibrant city of Dubai.

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Emotional Intelligence in Financial Planning with James Woodfall & Sam Oakes

Season 1

Tuesday, July 30, 2024 • Duration 01:26:41

Unlock the secrets of emotional intelligence in financial planning with James Woodfall, our special guest and ex-financial planner turned EQ expert. Discover how emotional intelligence stacks up against traditional IQ in shaping successful careers in financial planning. Learn why EQ is a game-changer in recruitment, training, and its profound impact on the bottom line.

James explains why emotional intelligence is crucial for navigating high-stakes financial conversations. We delve into the science behind neuroplasticity and how mindfulness techniques can catalyse personal and professional growth. Witness the transformational power of empathy and self-awareness in enhancing job performance and client relationships.

Furthermore, we explore the future of financial planning where AI and emotional insights converge. Imagine AI-driven CRM systems revolutionising client management through tailored, anticipatory service. James provides a glimpse into building in-house EI experts and the exciting possibilities of AI-enhanced emotional intelligence assessments. This episode is a treasure trove of insights for anyone keen to elevate their emotional intelligence and thrive in the dynamic world of financial planning.

here's a couple of recommendations from James:

Vanguard paper mentions behavioral coaching, and that advisers need to recognise clients' emotions:

Emotions Revealed by Paul Ekman is a great read for those interested in emotions and behavior.

The Coaching Habit by Michael Bungay Stanier is recommended for asking better questions. We spoke about why giving advice or asking questions are not optimal first responses, this book contains some good content about why. It's primarily for leaders, but with a few tweaks the questions are great to use with clients.

Be sure to follow Financial Planner life on for extra content about career development within Financial Planning.

The client is the hero of this journey, the financial planner is the guide – Carl Richards

Season 1 · Episode 99

Thursday, October 13, 2022 • Duration 01:04:07

This week Sam is joined by two guests, Paul Bradley, Founder of Chiltern Hills Financial Planning, is back on the show and he’s brought along Carl Richards. Carl is a Certified Financial Planner and creator of the Sketch Guy column, appearing weekly in The New York Times for 10 years. In addition to writing, sketching, and podcasting, he is a frequent keynote speaker at financial planning conferences and visual learning events around the world. Today Carl shares his fascinating thoughts on the true purpose of a financial planner, how we can help our clients to set goals by asking the right questions and how remaining curious can form deep and powerful connections. We also dive deep into positive psychology, avoiding pain, seeking pleasure and how to use imposter syndrome to your advantage.

We cover:

The true purpose of a financial planner
Are we too money focused?
Teaching people how to set goals instead of asking them
How imposter syndrome can be your friend
Being curious and forming deep connections
Positive psychology

Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!

Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.

Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here.

Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Check out the 2022 Financial planning Salary Guide . If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to or call 07854778712.

Talk Club- The Mens Mental Fitness Movement - Gavin Thorpe

Season 1 · Episode 100

Friday, October 7, 2022 • Duration 36:16

*World Mental Health Awareness Day Special *

This Week I'm joined by Gavin Thorpe one of the Co-Founders of Talk Club the men's mental fitness charity. we take look into the excellent work they are doing.

Talk Club is our charity of choice at the financial planner life academies, 5% of the turnover of donated to Talk Club.

How are you? Out of ten? And when was the last time someone asked you that? It’s often difficult to gauge the way you feel when the career you work in moves at 110 miles per hour.

Opening up with others about our concerns, fears, and challenges can be a powerful thing, a tool that we (especially men) don’t use enough, but men do struggle to open up with each other, and this is often true within the heavily male-dominated financial planning profession.

Which got me thinking, what if there was a safe and secure place for men within the profession to connect and support each other?

Enter: Talk Club Financial Planner Life.

Join Talk Club Here

So, what Is Talk Club?

Talk Club is a behavior-changing movement aimed at getting men to talk more openly about their thoughts, feelings, worries, and day-to-day gripes (and all the positive things too!). it’s a secure mental health fitness community helping keep men mentally fit by giving them a friendly and private space to share and support others.

It’s a simple medicine that starts with asking – How are you? Out of 10?

Each session is structured as follows:

The Check-in – How are you? Out of ten?
Positives in our life (Gratitude)
Mental fitness plans – What are we going to practice and implement this week?

"I was concerned that financial planning would be a sales role. I was wrong!" – Rory Albon

Season 1 · Episode 98

Thursday, October 6, 2022 • Duration 54:46

This week Sam is joined by Rory Albon, financial planner at Lyndhurst Financial Management Ltd. Rory is a second career-ist and today he shares his story of how he got into the financial planning profession. He left a decent career at Amazon and took a pay cut because he saw the long-term benefits that a career in financial planning could offer him and his family. He goes into depth about taking his exams and tells us exactly when and how he secured his first employed role in the profession. Rory also tells us about the career progression path from Paraplanner to Adviser that was laid out in front of him by his employers and how he took matters into his own hands to speed up the process. Rory was initially concerned that a role in financial planning would just be a target driven sales role but he is pleased to say that the reality is different to his expectations. Today Rory offers loads of value to all aspiring financial planners so make sure to tune in.

We cover:

Rory’s career journey
How Rory changed careers and made the switch into financial planning
Using your network from your previous career
Employed vs self-employed
Expectations vs the reality of working in financial planning

Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!

Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.

Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here.

Experienced and searching for a new role within the financial planning profession? for a free career consultation. Check out the 2022 Financial planning Salary Guide . If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to or call 07854778712.

Create Your Own Mould - Joseph Obeng

Season 1 · Episode 96

Thursday, September 29, 2022 • Duration 37:27

This week Elena is joined by Joseph Obeng, financial planner at Q Wealth. Joseph shares his unique and inspirational story of how he got into the financial planning profession. Although he felt like he didn’t belong, he put himself out there, started conversations with strangers (literally, one was on a train!) and this strategy opened doors for him. He also shares with us his difficult upbringing and explains how this motivates him to be the best version of himself today. His upbringing also motivates him to serve his clients, he doesn’t want them to ever struggle financially like he did. Joseph also talks about his book, Flow State of Money. He wrote this book to offer the financial guidance which he wished he had received when he was younger. Joseph is a truly inspirational guy and this is a great episode for anyone who might think that they don’t fit the ‘financial adviser’ mould.

We cover:

Joseph’s career story
His motivation to be successful
Embracing yourself instead of comparing yourself to others
His book. Flow State of Money
Advice to anyone who is worried about not fitting into the financial profession
Self-development and mindset

You can find his book 'Flow State of Money' here

Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!

Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.

Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here.

The ultimate review of the St James's Place Financial Adviser Academy - Gee Foottit

Season 1 · Episode 97

Wednesday, September 28, 2022 • Duration 01:16:19

Welcome to the Financial Planner Life Academies where we take a deep dive into the entry-level opportunities and advice academies that are out there to make it easier for you to enter the profession of financial planning.

Today in episode 2 of The Financial Planner Life - Academies Sam Oakes is joined by Gee Foottit from the St James's Place Financial Adviser Academy and we cover topics such as the demand for more financial advisers, the history and success of the academy, the structure of it as well as the qualifications that St James's Place can offer you.

to find out more about the academy and to apply in one easy click follow this link and remember every successful application that comes through FPL Academies a donation is made to Talk Club, the Mens Mental Fitness charity.

We also talk about why financial planning is a great option for a second career, the benefits of running your own practice under St James’s Place, what you can expect from the company culture, and how they are using virtual reality to help train you.

This podcast has all the information that you need if you’re looking to become a Financial Adviser.

We cover:

What is a financial adviser and why do we need more
The interview and selection process of the St James Place Academy
Diversity and inclusion
A deep dive into the 4 terms that you go through in the academy
Why financial planning is a great second career
How much you can earn as a financial adviser
Employed or self-employed options, as well as financial support during your training.

Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!

Below are some excellent links from our sponsor for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more .

Investing towards a more sustainable world - Tom Jaffrey

Season 1 · Episode 95

Thursday, September 22, 2022 • Duration 44:16

This week Charlie is joined by Tom Jaffrey from Blackfinch Group, investment specialists working towards a more sustainable world. Founded on evolutionary principles, Blackfinch work to provide the strongest possible solutions for their customers offering products and services for investors in almost any situation. Today Tom talks about how Blackfinch help their clients to see the positive impact that their investments are having on the world, why it makes financial sense in the long-term to do our part, why we shouldn’t completely exclude polluting industries such as oil & gas, plus he shares with us his own struggles and barriers in this sector.

We cover:

Tom’s career journey and his alternative qualification/experience route into the profession
Why the business name ‘Blackfinch’?
Is there a generational split between people who want to invest in sustainable projects?
How financial advisers are reacting to their clients wanting to support green initiatives
Advice for people who want to learn more about sustainable investing
Dealing with overwhelmed and mental health issues

Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!

Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.

Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here.

Financial wellbeing planner and avid gamer – Kris Mason

Season 1 · Episode 94

Thursday, September 15, 2022 • Duration 01:38:51

This week Sam is joined by Kris Mason, financial adviser for Bentley Brown & Co Ltd. Kris actually prefers to refer to himself and as financial wellbeing planner so we dig a little deeper into this today talking about why Kris thinks that financial planning and our overall wellbeing are so intertwined. Kris also shares with us his career journey into the financial planning profession, how he heard about the role and why he wished that he’d heard about it sooner. He had previously assumed that it would be too expensive for him to gain his qualifications so he was pleased to be proved wrong here! We also have a deep discussion about men’s mental health. Kris very honestly shares a point in his career where he was really struggling with his mental health and tells us what he did to overcome it. Thankfully he’s now on the other side. We also touch upon Kris’s passion for gaming and perhaps how he could position himself as a financial planner for the huge gaming community. This is a great lesson that if we share our interests with the world then we’ll attract our ideal clients and become a key person of influence within a specific niche.

We cover:

Kris’s career journey
Realistic salaries as a financial planner and how Kris negotiated his own salary
Kris’s struggles with mental health
Regular questions from clients
Understanding tax
Embracing your own personality in your brand

Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!

Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.

Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more .

Financial Planner Life Podcast – Details, episodes & analysis

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Financial Planner Life Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other75

RSS feed quality and score

Publication history

Latest published episodes

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Related Shows Based on Content Similarities

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