Financial Planner Life Podcast Why I joined the Financial Planning Profession as Head of Creative for Hoxton Capital - Sam Oakes
May 29, 2024
Dive into the exciting transition from recruitment to leading the creative team at Hoxton Capital. Discover how past branding experiences shape new initiatives in financial planning. The speaker shares insights on balancing business success with creative passions, supported by mentorship. Plus, there's a call to action for those interested in joining the innovative world of financial planning!
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Career in Recruitment and Podcast Launch
- Sam Oakes spent 15 years in recruitment, building a successful seven-figure turnover company with a large team.
- He created the Financial Planner Life podcast to build trust and a personal brand within the financial planning profession.
International Financial Planning Trend
- Financial planning is becoming more international, with firms like Hoxton Capital enabling planners to serve clients across borders.
- This trend suits financial planners wanting to maintain client relationships while moving internationally.
Use Creative Marketing Tactics
- Invest in creative marketing efforts like podcasts and videography to stand out in financial planning.
- Building a personal brand through innovative content can open new opportunities in the profession.