Financial Planner Life Podcast

This week’s guest on the Financial Planner Life podcast is Kris Amliwala from Designer Wealth Management. Kris fell into the profession; he graduated university with a pharmaceuticals and cosmetic science degree with no interest in moving into financial services. However, his family have owned a financial advice practice for over 30 years and, when an employee was unfortunately, ‘let go’, they asked Kris to help until they found a replacement. Fast forward 10 years and Kris is still there!(Some excellent recruitment from the folks!)Kris talks to me about:• His route to becoming chartered and why he highly rates the Kinder institute of life planning. • Why he became an education champion for the personal finance society.• How to position yourself as a younger financial planner.• Why getting stuck into your financial qualifications straight out of university is a great strategy. • Why Next Gen Financial Planners is a great financial planning community.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.

“I think the power of video and audio is that it allows you to connect with people, without actually realising that you are connecting” This week’s guest on the Financial Planner Life Podcast is Peter Komolafe from The Conversation of Money, a podcast and a YouTube channel dedicated to sharing the truth about investing and all things finance. One thing that really frustrates Peter is the rise of the ‘have a go financial expert’ on social media! You know the guys - the ones that aren’t qualified and always tend to wax lyrical about how much money they’re making trading forex whilst sipping cocktails on the beach. This isn’t Peter… Peter has a genuine passion for the financial wellbeing and education of his listeners, with a solid background of working within financial services. He also holds DipFA level 4. An honest, compassionate and incredibly hard-working guy, Peter shares how he has used the power of social media to get ahead and why he believes that financial coaching should be part of every financial planner's marketing strategy.  Peter also reveals some absolute gold around the realities of building a personal brand, coaching programs, and how to harness the power of YouTube and podcasts to build deeper relationships with your audience.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’s guest on The Financial Planner Life podcast is Sarah Tucker, AKA the Mortgage Mum! Sarah has a fantastic career story to tell that involves the likes of Olly Murs, will.i.am, Jennifer Hudson and Sir Tom Jones… Yes, she was a contestant on The Voice UK! And it was during this period of her life that she set up her own mortgage brokerage: ‘The Mortgage Mum’. What became quickly apparent is how genuine Sarah is. She’s not afraid to talk about the struggles of juggling a career, her passion for singing and raising her family.  A true pioneer for women in the mortgage advice world, she leads by example proving that you CAN fit work around your family commitments, by building a brokerage that offers both training and employment for Mums that want to become mortgage brokers.  The Mortgage Mum is more than a brokerage; it’s a movement. Whether you are an experienced or inexperienced broker, it's worth checking this out!  We also talk about:.  Personal wellbeing, alternative healing and manifesting positive outcomes. ·  Why more mums should consider becoming mortgage advisers.·   Personal branding and social media.·  What the ‘X factor’ and ‘The Voice’ taught her about running her own business.·   What the future holds for The Mortgage Mum. If you currently working in Financial Planning, Mortgage advice or wealth management and you would like to talk about your career options please contact me on 07854778712 or reach out me via email sam@financiaplannerlife.com or checkout www.recruitukltd.co.uk for the latest jobs!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 episode 20 of the Financial Planner Life Podcast your host Sam Oakes talks to Taylor Beavis of Universe Financial Advice. Taylor is quite unique. At the age of 25, he is running his own directly authorised IFA practice. After speaking to several IFA business owners, he quickly established that client relationships are everything and having ownership of these will ensure that his business grows in value over time. So for Taylor, self-employment was the only option.His chosen route into the profession was challenged numerous times, being told that he’s too young and perhaps he should cut his teeth as an administrator first. He is extremely pleased he didn’t take this advice and encourages anyone who feels they have the relevant skills to push on into a client facing role. We also discuss why there is a distinct lack of LGBTQ+ financial planners and why those in the community require a different approach to financial planning.  Other discussions include:Why charity is at the heart of his proposition, and he shares why having an altruistic purpose is so important when running your own business. How he achieved CAS Status in 4 months self-employed - it doesn’t need to be over-complicated. His strategy for generating new clients. (Great tips that anyone can implement.)How PR helped him raise his profile during lockdown. How his clients can keep physically and financially fit by using  ‘Richer Fit’ – great benefit!a great with lots of postivity and great shares. 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 this week’s episode of the Financial Planner Life Podcast, I talk to London-based Financial Planner Michael Donkor. Michael started his financial services career as a personal banker for a leading high street bank before having a successful career in the high-pressure world of stockbroking in London, working his way up to team manager, before deciding to become a Financial Planner. Like many Financial Planners, Michael is looking for ways to stand out from the crowd to attract the right clients and introducers, this has led him to invest more time into his personal brand. We discuss some of the successes and challenges that he has experienced so far.  We also cover • Why being your true authentic self will help propel your career forward• A personal account of being a black man in Financial services• How stockbroking helped build resilience and discipline preparing him for the role of a Financial Planner• What to expect within your first 2 years of Financial Planning• Why life coaching has helped him position himself as a wealth coach to his clients• What he learned from working offshore as a Financial Planneryou can listen to to the financial planner life podcast at www.financialplannerlife.comhttps://spoti.fi/33D49Suhttps://apple.co/34D04gjcheck out the latest job opportunities at www.recruitukltd.co.ukand connect with sam Oakes on Linkedinhttps://www.linkedin.com/in/financialadvicejobs/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’s guest on The Financial Planner Life podcast is Phillip Instone from PGI Financial Limited. Phillip's early career started in Bancassurance, and nearly ended there. He wasn’t a fan of the high sales targets and lack of client care; we talk about the impact this had on his mental health and how leaving the bank and setting up his own directly authorised IFA practice was the best decision he ever made. Phillip also shares his experience of buying retiring IFA client books and why acquisitions are a big part of his growth plan. We cover: The difference between buying a retiring IFAs client book and acquiring a firm.Why due diligence is important when acquiring clients. (He shares what to look out for!)The costs involved in acquiring, and how to get started. The benefits of growing through acquisition.The process of buying, and how to best position yourself as a buyer to build trust and get the deal done. His career journey, running a DA firm, and why he is happy being the only Financial Planner in the company.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’s guest on The Financial Planner Life podcast is Jessamy Walker, a Chartered Financial Planner and MD of Brown Dog Financial Planning.  Jessamy shares her career journey from counting sea urchins as a marine biologist in Kenya, to working as a Stockbroker in the city and eventually running her own financial planning practice.  Jessamy has vast experience of working within financial planning in varying roles, starting out as what she describes as a “posh paraplanner” and eventually taking the leap into financial advice in the pre RDR world. What I like about Jessamy is that she wasn’t afraid to take risks in her career. She is always looking to try something new and expand her knowledge and experience.   We cover:  Why being an appointed representative is the right choice for Jessamy. The negatives of being self-employed under someone else’s brand. The benefits of Financial Planners investing in SEO to help attract new clients. How reaching out to other financial planners will help you grow quicker. Paraplanning and administration support: is this the best route to financial planning?The benefits of being part of a network, and outsourcing ASAP!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 this week’s episode of the financial planner life podcast, I’m joined by Robert Lewis who shares his financial services career journey, from starting with HBOS in the scanning department to eventually running his own directly authorised IFA practice Celtic Financial Planning. We talk about the pressure of running a directly authorised IFA firm and why if you are thinking setting up your own practice to earn more money quickly, this might not be the best option!Its clear Robert cares deeply about his clients and being independent, this spills over into the company’s corporate social responsibilities. Robert shares an honest account of what it likes setting up and growing a directly authorised IFA. We cover: 🎙the impact of the FSCS on The number of IFAs in the future.  🎙trainee financial planners, and the future of hiring  🎙social media marketing to win and retain clients  🎙 directly authorised v appointed rep or registered individual.  🎙 why 3 heads are better than 1 when setting up a DA firm.  🎙why being socially responsible is at the core of their brand values.  🎙the realities of running your own practice.if you would like to discuss running your own IFA practice reach out to sam Oakes on LinkedIn or call 07854778712 also check out this article  - DA, RI, AR - what's the best route?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.

Episode 15 of the financial planner life podcast with Sam Oakes. This Weeks Guest on episode 15 of the Financial Planner Life Podcast is Anthony Rowe who is an ex-professional basketball player turned Financial Planner. Anthony first picked up a basketball at the age of 13, he quickly established himself as one of the top young basketball players in the UK securing a college scholarship in the USA with the University of North Georgia and a highly successful professional career in the UK playing for Leicester Riders & the Plymouth Raiders.  unfortunately, due to injury, Anthony had to cut his career short, and like many ex-professional sportspeople, he had to start a brand new career in his 30's.  In this episode we discuss: The transferable skills from professional sports to financial planning. Stepping outside of your comfort zone, and mindest. Why a fast track trainee financial planning program works!the first 2-year of working in financial planning, what to expect!Is financial planning a career for you?his basketball career. Anthony was a fantastic guest, bags of personality, and a genuine role model for anyone who is thinking about becoming a financial planner. to find out more about a career within financial planning, or to  search for financial planning jobs click here and be sure to connect with Sam Oakes on Linkedin 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.

Episode 14 of the Financial Planner Life Podcast with Sam Oakes My dad once said to me (after a skinful of cider & in front of all my mates)… “Sam,you could’ve played football for England.”  Totesembarrassing, right?!  Thanksfor the vote of confidence daddio, but in reality I was nowhere nearprofessional level. In fact, the statistics are really sobering - less than 1%properly make a living from the game & only 180 of the 1.5 million playingorganised youth football in England will make it as a premier league pro -that's 0.012%! My guest on this week’s podcast, Kieran Bywater, was one of the 0.5% that did sign aprofessional contract!  Set for life, right? Wrong!   It wasn’t all sunshine and rainbows and, like many other players, he had to exitthe game earlier than anticipated.   Many players are not financially prepared for an exit. This is exactly why Kierandecided to become a financial planner: to help those in the game manage theirmoney.   Kieran shares his career journey from pro footballer to Financial Planner, the transferable skills and why financial well-being should be the focus for all professional footballers. if you are a professional footballer looking for financial planning reach out directly to Kieran Bywater here land for careers within financial planner connect with Sam Oakes  on Linkedin 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.