Financial Planner Life Podcast

This week we celebrate the launch of Financial Planner Life – Fintech, where we showcase some of the most innovative technology that helps improves the Financial Planning experience for Financial Planners and their clients.  Sam Oakes is pleased to welcome back Ben Mason the CEO of Kinherit a Wills and Trust onto the podcast to talk about their one-of-a-kind online platform called The Kinvault that protects clients and their wealth, reduces stress for families upon the death of a family member and allows timely support from the client's Financial Adviser.  By 2027 it’s expected that wealth transfer will nearly double from the current levels of £69 billion to £115 billion every year, its common for Financial Advisers to find out about a client's death only after AUM has started to be withdrawn, Despite the financial adviser being treated in life as one of their clients most trusted advisers.  In this episode we cover: Why The Kinvault and their industry-leading handover is revolutionising the way Financial Advisers hold on to and unearth new AUM opportunities.  Why the STEP qualification is so important in the will writing process. The pain points financial advisers are experiencing during this process and how the Kinvault is reducing stress for everyone involved. Why clients can seek comfort knowing their Financial Planner will support their loved ones and help them to manage the inherited money. What can be stored in the Kinvault Why white labeling the Kinvault offers a deeper level of trust.   If you would like to find out more about partnering with Kinherit then book a demo today, or message Sam@financialplannerlife.com directly for an introduction.  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.

On the podcast today Sam speaks with Chris Dames. Chris is a chartered adviser and the owner of a company called Cervello which he's been building over the last 12 years. Chris has an infectiously happy character and is brimming with kindness. So much in fact that the spill over goes into a podcast he hosts called The Kindness Project, which today stands at 50,000 downloads per month! It's all about being kind and sharing good news. It’s well worth checking out. Chris shares with us today something that he does monthly. He meets with other industry professionals, creates a case study, and then through that he generates huge amounts of business.We go into detail about· How kindness runs through his values within his company· His journey and why he set up his own business· How and why, he went from network to directly authorised · In business development, he shares how to set up a local networking group to generate quality referrals.  · What comes first when setting up your own business, clients, or introducers? · From Network to Directly Authorised· The Kindness Project Podcast This episode is packed with career changing advice! Enjoy. 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 here.   If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.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.

Hannah Whiteley is a Financial Planner who attributes her success in the Financial Adviser profession to a disciplined approach of habitual self-development and self-care. In this episode Elena and Hannah discuss how they build positive mindsets and give insights into their daily practices of gratitude and meditation. We hear how implementing this early on has had profound affects on Hannah’s career. This episode is full of great insights on introducing mindfulness practices that will elevate your career and life to new heights.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 here.   If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.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.

Today's guest on the Financial Planner Life Podcast is Laura Moore, a certified Financial Coach, Financial Wellbeing speaker and host of the popular podcast, Mind Money Soul. If you’re thinking you may have seen her elsewhere then you’re right. As well as guesting on a multitude of other financial podcasts, YouTube shows, workshops, and working with large brands such as Amazon, Laura has also starred on mainstream media in collaboration with the BBC as “Your money bestie”.  Like most Financial Coaches you will find Laura on Instagram (@laura_ann_moore), but it’s how she uses social media that cuts her through the noise. You see, Laura doesn’t just robotically regurgitate information or mindlessly follow trends in a bid to flex financial superiority and gain popularity. She takes her time to craft meaningful, helpful and aesthetically pleasing content. Approaching the subject of personal finance in both a digestible, non-judgmental and considerate way. Advocating heavily for a healthy mindset around money. Something that deeply resonates with her 25,000+ followers. In this episode we talk about the difference between the two roles of a Financial Planner and a Financial Coach, but also how these two roles can work in unison. We take a deep dive into mindset around money, discussing – ·      Dealing with negative thoughts around money·      Personal relationships with money·      Whether money beliefs are inherited from our parents·      Teaching children about money And she shares a lot of what she does on social media, the things that work and the things that don't work. Her own personal motivation, wellbeing, and how she stays focussed in the tough job that she does. It's a fantastic podcast and I urge you to follow Laura on all social media channels to get great ideas about how you can promote yourself as a Financial Planner on social media.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 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 Sam is joined by Chartered  Fellow and Financial Planner, Emma Hall from 75point3. In this episode, we hear about Emma’s career journey within the financial planning profession,  knowing nothing about financial planning and coming from working-class family background, Emma was the first female in her family to go to university where she studied psychology and criminal justice by her own admission felt she could've done better, however, she graduated university and wasn't sure what she wanted to do next, she came across a graduate financial adviser scheme, applied and got the job! like so many, she kind of fell into the role, fast forward 16 years  Emma is now a Chartered Fellow, today she shares with us why joining the profession was the best decision she ever made.    We find out about her experiences as a woman in the Financial Planning profession how she overcame negative comments about her gender,  and how her step into Fellowship has helped her gain confidence, knowledge, and a deeper understanding of the benefits of being a female financial planner.   We talk about why she chose the employed route and how she has managed her family commitments whilst continuing to excel and improve as a financial adviser.   We also discuss the benefits of a flexible working approach, and how this approach needs to become normalised in employed roles.  We also talk about the digital world we live in, why advisers shouldn't 100% rely upon digital methods to win clients,  and how traditional face-to-face methods work for her and will work for you! A fantastic episode jam-packed with Financial planning career gold!we also cover interview red flags, and what questions to ask. how to handle pressure in an employed roleAre the younger generation missing out on essential skillsBeing a working mother Journey to Fellowship 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 careers.            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 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 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 here.    If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.     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.

*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 HereSo, 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?The Check-out – Leave feeling a release, has your number changedGet InvolvedThis is not only a great opportunity for individuals to get involved, but for companies to think about their mental wellness in the workplace policy. A fantastic tool you can use to signpost to your male employees.We are on a mission to create face-to-face and online Financial Planner Life Talk Clubs all over the UK, specifically for financial planning professionals experiencing similar challenges in their lives. If you’d like to become a group captain, join as an individual, or simply hear more about some options. Get in touch today. Let’s open the conversation and get people talking.We welcome all who feel they can benefit from this community and all we ask is for a nominal donation of as little as £1 a week to help these services to help you and people like you, everywhere.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 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? Click here for a free career consultation. Check out the 2022 Financial planning Salary Guide here.    If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.     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 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' hereBe 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 here.    If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.     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.

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 adviserEmployed 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 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 here.    If you would like to discuss partnering with The Financial PlannBegin 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.