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Sam Oakes

Sam Oakes is the host of The Financial Planner Life Podcast. Since 2008, he 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 Capital Management, 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 out as a trainer for a leading product provider in the UK; he has been in the industry for over 20 years.

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Jul 30, 2024 • 1h 28min

Emotional Intelligence in Financial Planning with James Woodfall & Sam Oakes

In this discussion, emotional intelligence experts James Woodfall and Sam Oakes explore the transformative power of EQ in financial planning. Woodfall, a former financial planner, reveals how EQ surpasses IQ in building strong client relationships. They delve into neuroplasticity and mindfulness, emphasizing personal growth and empathy's role in success. The conversation also touches on AI's potential to enhance client management through emotional insights, showcasing a future where emotional intelligence is integral in recruitment and training.