In this episode of the Financial Planner Life podcast, Chris Ball sits down with Paul Jackson, Global Head of Asset Allocation Research at Invesco, to explore the career pivots, market cycles, and investment principles that shaped his journey from working-class beginnings to global leadership.Paul shares his honest reflections on a non-linear career across firms like Morgan Stanley, Société Générale and Invesco, including the bold decisions that worked and the ones that didn’t. They discuss mini-retirements, the danger of chasing performance, and why “time in the market” still beats timing it.You’ll hear Paul’s views on:• Long-term investing and market concentration• Why he avoids world indices in his personal allocation• Where he sees long-term value including China, Europe and bank loans• How asset allocators should think about dispersion, not just volatilityIf you’re in financial services, wealth management or portfolio strategy, this is a masterclass in career resilience and investment clarity.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

This week on The Financial Planner Life Podcast, we’re celebrating Neurodiversity Celebration Week with an inspiring conversation featuring Dan Buckland, a financial planner who has ADHD, dyslexia, and dyscalculia.Dan’s story is one of self-doubt, resilience, and transformation. Growing up, he was told by teachers he’d “never amount to anything.” Like many neurodivergent individuals, the traditional education system left him with limiting beliefs about his potential. Fast forward to today—he’s a successful financial planner with St. James’s Place, proving that thinking differently is an asset, not a weakness.In this episode, we dive into:✅ How neurodivergence can be a strength in financial planning✅ The impact of school experiences on self-belief and career choices✅ How St. James’s Place Academy supported Dan’s transition into finance✅ The power of self-acceptance and working with—not against—your brain✅ Why anyone can become a financial planner with the right mindset and supportIf you've ever doubted yourself because you don’t fit the mould, this episode is for you. Your differences might just be your biggest advantage.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

In this engaging discussion, Guy Skinner, founder of Citygate Financial Planning, emphasizes a hiring philosophy of 'Missionaries, Not Mercenaries.' He shares how focusing on values-driven team members enhances client outcomes. Guy's unique approach targets young legal professionals, bringing in 139 clients in his first year. He reveals how sketches of financial concepts improve client engagement and trust. Additionally, he explores using technology to bridge the advice gap, making financial guidance accessible for younger generations.

In this discussion, Carla Brown, President of the Personal Finance Society and CEO of Oakmere Wealth Management, shares insights on shaping the future of financial planning. She highlights the essential skills gap, emphasizing the importance of relationship-building alongside technical know-how. Carla addresses the surge of young talent but stresses the need for more women in the field. Key initiatives like PFS webinars are spotlighted as tools to inspire and educate the next generation of planners, paving clearer pathways for aspiring professionals.

Chris Ball is back on the Financial Planner Life Podcast, and this time, we’re diving deep into Hoxton Wealth’s explosive growth in 2024 and what’s coming in 2025.From smashing revenue and AUM targets to a complete brand transformation, Hoxton Wealth has gone from industry underdog to one of the most disruptive firms in financial planning. But not everyone is a fan…Some call Chris a toxic disruptor, while others say he’s the breath of fresh air financial planning desperately needs. In this episode, we unpack:✅ How Hoxton Wealth hit £2.13 billion in AUM & £20 million in revenue✅ The power of brand – from “who?” to one of the most talked-about firms in financial planning✅ The rebrand from Hoxton Capital Management to Hoxton Wealth – why it mattered✅ Massive growth in talent & the investment in the next generation of advisers✅ 5 planned acquisitions in 2025 adding £3 billion in AUM✅ Why lifestyle financial planning is the future✅ Sam’s honest take on international financial planning – what surprised him about Hoxton Wealth✅ Why content, PR, and social media are non-negotiable for financial firms in 2025This is an unfiltered conversation about growth, disruption, and the future of financial planning. Whether you love or hate Chris’s approach, one thing is clear – Hoxton Wealth is here to change the game.🎧 Listen now and find out why Hoxton Wealth is leading the charge.👉 Interested in joining Hoxton Wealth? Reach out to Sam or Oliver in the recruitment team.📢 Want to launch your own podcast or video content strategy? Let Financial Planner Life Studios handle it – contact Sam to get started.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

🔥 From Burnout to Breakthrough: How Performance Coaching Transforms Careers 🔥In this episode of The Financial Planner Life Podcast, I sit down with Tony Fields, a former chartered financial planner turned performance coach, to discuss how high achievers in financial planning—and beyond—can break free from burnout, find clarity, and reach their full potential.💡 We cover:✅ Why performance coaching isn’t just for top performers—or those at rock bottom✅ How obsession with success can become toxic if not managed properly✅ The warning signs of burnout and how to prevent it✅ Why financial planners struggle to create their own long-term life plans✅ How working with a coach can help you achieve faster, more sustainable successI also share my own struggles with obsession, burnout, and the pressure to constantly achieve—plus how working with Tony, Chris Ball from Hoxton Wealth, and financial planner Bobby Sohota helped me create a clear, structured plan for my future.👉 If you're feeling stuck, overwhelmed, or just want to sharpen your focus, this episode is for you.🎧 Listen now and take control of your career, mindset, and future!🔔 Don't forget to like, subscribe, and hit the notification bell to stay updated on all things financial planning careers!Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Bitcoin just smashed past $100K—but is it just another speculative bubble, or is it cementing its place as the digital gold of the future?To get real answers, I sat down with Lisa Tyshchenko, Alternative Investment Specialist, while she was in Dubai. Lisa is a globally connected expert in digital assets, regularly working with family offices, private banks, and institutional investors to navigate the crypto space.In this episode of the Financial Planner Life podcast, we discuss:🔹 Bitcoin vs. Gold—Is Bitcoin really a competitor, or can they coexist?🔹 Institutional Adoption—Why are big players quietly adding Bitcoin to their portfolios?🔹 Quantum Computing—Could it break Bitcoin’s security and destroy its future?🔹 Trump, ETFs & Regulation—How politics and policy could shape Bitcoin’s next move.🔹 Avoiding Hype Investing—Including how I lost £3,000 on Dogecoin chasing the crowd!🔹 Portfolio Strategy? Lisa shares why some research suggests a 4% Bitcoin allocation could enhance returns—but also why this is just an observation, not investment advice.💡 I’m not endorsing Bitcoin—but I wanted to understand it. If institutions are taking it seriously, maybe we should at least ask why.🔥 Is Bitcoin the future or just another speculative bubble? Let’s discuss.🎧 Listen now on Spotify | Apple Podcasts | YouTube📺 Watch the full video on YouTube🔗 Follow Lisa Tyshchenko on LinkedInBegin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

In this episode of the Financial Planner Life podcast, we sit down with Joanna Butler, Director of Client Operations at Foster Denovo. Joanna’s 18-year career within the company is a testament to the firm’s culture of innovation, career development, and commitment to diversity.We explore Joanna’s journey from marketing to operations, how Foster Denovo supports financial planners through a robust operational infrastructure, and the significance of leadership diversity—50% of Foster Denovo’s leadership team is female.Joanna shares insights into team building, scaling a financial planning business, and the importance of investing in talent. She also discusses the impact of Crestline’s recent investment in Foster Denovo and how the company is positioning itself for future growth.For anyone interested in the operational side of financial planning firms, career growth, or the future of the industry, this is a must-listen episode.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Would you trust a financial planner under 30?There’s a big debate in financial planning: Does age matter? Some say younger advisors lack life experience—that they can’t guide clients through retirement, divorce, or legacy planning. Others argue that young planners bring fresh perspectives, long-term commitment, and up-to-date knowledge.After sitting down with Karl and Harry—a father-son duo from St. James’s Place—on the Financial Planner Lifepodcast, I’ve seen both sides of the coin.Karl has spent nearly 40 years in financial planning, taking over his father’s business at just 20 after an unexpected loss.Harry, his son, started his career as a musician before transitioning into financial advice via the SJP Academy. Now, at 27, he’s already leading client meetings and preparing to take over the firm.Their approach to succession planning is a lesson for all financial planning firms:✅ Clients aren’t waking up to a sudden change—they’ve seen Harry stepping in for years.✅ Karl isn’t rushing out the door—he’s mentoring Harry while slowly shifting responsibilities.✅ Harry isn’t just inheriting a business—he’s growing it, with a modern mindset and fresh ideas.The best part? Their philosophy isn’t just about money. They focus on ROL (Return on Life), not just ROI (Return on Investment).I asked Harry if he ever feels clients don’t take him seriously because of his age. His response?“At first, maybe. But after a few conversations, if you know your stuff, clients trust you. Plus, they know I’ll be here for the next 30 years—can they say the same about an advisor nearing retirement?”👉 What do you think? Would you trust a financial planner in their 20s, or do you believe experience only comes with age?Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

This week on the Financial Planner Life Podcast, Chris Ball hosts a long-form, unedited conversation with Neil Woodford—one of the most talked-about figures in UK financial services.Neil’s career has been one of immense ambition, remarkable success, and intense scrutiny. From humble beginnings sleeping on his brother’s floor to managing billions of pounds at Invesco Perpetual, Neil’s story takes us through his rise to the top of fund management, his role in creating some of the UK’s most successful funds, and the collapse of his own fund—a moment that left many investors facing significant losses.This episode doesn’t shy away from the pain and fallout of those events. But it also raises bigger questions:❓ What is truth, and what is lies?❓ How far can media scrutiny go before it crosses a line?❓ When does accountability turn into cruelty?Neil reflects on the immense pressures he faced, the toll it took on his mental health and personal life, and the role the media played in shaping public perception. But this is more than a look back—it’s also about the future. Neil shares what he’s doing now, the lessons he’s learned, and his plans to rebuild and contribute to the financial services industry.This episode offers a balanced, in-depth look at Neil’s extraordinary career, without overlooking the pain experienced by investors, or the challenges of being in the public eye.One thing for sure is, Neil has had an interesting career story.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.