Financial Planner Life Podcast

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.

On episode 13 of the financial planner life podcast wh Sam Oakes, I’m joined by jeremy Korn who is the CEO of Impact and Invest, a regulated Impact investment platform for financial planners and sophisticated investors.  There is approximately £17 billion invested in ethical funds in the UK. 78% of investors say ethical investing is more important to them now than it was five years ago, whilst almost two-thirds of people have increased their investment in sustainable funds over the past five years. Sustainable investments have also grown 107.4% annually since 2012 and they currently account for 18% of assets under management.We discuss: ·        the challenges financial planners face when searching for ethical / impact investment opportunities for their clients. ·        What impact investing is, and the types of companies and investment opportunities that feature on the platform.  ·        How impact and invest can help financial planners build their knowledge and training around ethical investments. ·        Greenwashing and the impact of MiFID II on ESG investing; are you ready?If you would like to demo the platform or find out more, comment ‘IMPACT’ below and Jeremy will reach out! if you are looking for a new career within financial planning reach out to sam Oakes at www.recruitukltd.co.uk  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.

Sam Oakes from the Financial Planner Life Podcast interviews Catherin Morgan of episode 12This week’s guest is Catherine Morgan who is a multi-award-winning financial planner, podcast host & financial coach at Money Panel. Catherine’s career started in banking as a cashier, quickly rising through the ranks of bancassurance to sales manager, a detour into personal styling proved instrumental in changing the way she thought about financial planning for women.  “When sales became a bigger priority than the wellbeing of a client, I knew it was time for a change”Disillusioned with the sales culture of bancassurance Catherine pushed forward into the IFA world and continued to explore how our emotions and behaviors can influence our financial decisions. Catherine’s entrepreneurial drive saw her setting up the highly successful finance podcast for women ‘in her financial shoes’ and ‘the money panel’ an award-winning coaching business for both clients and financial planners. Catherine takes us on an honest career journey of self-discovery. We also cover ·        Coaching Financial Planners & clients around financial wellbeing·        Personal branding & social marketing tips·        Why more women need to join the financial planning profession ·        Free trial of her coaching plan for financial planners.  IF you are looking for a new job within Financial Planning reach out to Sam Oakes and Recruit UK who are Financial Planning Recruitment specialists.  if you would like to connect with Catherine morgan you can reach her at these website  www.catherinemorgan.com www.themoneypanel.co.uk 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 Oakes talks to Tina Weeks on the Financial Planner Life Podcast. Sometimes the universe presents people that become influential in your life and for me, on episode 11 of The Financial Planner Life podcast, Tina Weeks was one of those people.  I really enjoyed talking to Tina Weeks. Her passion and enthusiasm for the Financial Planning profession is beautiful; we need more women like Tina pioneering and changing the way Financial Planning is delivered.   Tina Weeks lives and breathes the relationship-based approach, and is a firm believer that to know your clients you must first ‘know thyself’.  This is why Tina Weeks has set up a new training academy for financial planners to help them learn the skills necessary to build transformational client relationships.  She is building a community on Facebook in a group called ‘KnowThySelf Academy’: a community focused on why YOU, the Financial Planner, do the things you do, and how knowing more about yourself will improve client relationships and open you up to a whole new dimension of Financial Planning.   Do you want to attract more Financial Planners to the profession?  Then talk about how you change clients' lives, rid them of fears, and help them realise their goals! Now that’s an exciting and rewarding career.  Thanks, Tina Weeks, I’m looking forward to being the first Relationship-Based Recruitment Consultant. For the latest financial planning career news and job opportunities be sure to visit www.recruitukltd.co.uk and connect with Sam Oakes for all things podcasting and financial planning recruitment. 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.

“As a Financial Planner, you are not trying to sell a thing; you are trying to solve a problem.”   I love this quote from Chartered Fellow Richard Mikdadi, a partner at Tilney.  I’ve known Richard for over a decade - we sat opposite each other when we both worked for Aviva. I knew back then that he was destined for great things, and that day came when he got to be a guest on The Financial Planner Life podcast. Joking aside, Richard was a fantastic guest who shares some absolute gems around a hugely successful career in UHNW financial planning. Not one to be missed!Some of the topics covered:· The benefits of being a Chartered Fellow, both for the planner and clients. ·  Financial Planning for UHNW clients: is a different skill set required? · Why understanding your clients’ hopes, dreams and fears will make you a better financial planner. · Teamwork makes the dream work: why surrounding yourself with experts is a must.  As per usual if you want to connect with Sam Oakes click here and if you are looking for a new job within the financial planning industry check out Recruit UK a leading national financial planning recruitment agency. 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 is Jonathon Jay - Associate Director level Financial Planner at Investec Wealth.  Jonathon is a prime example of how ambition, hard work, self-belief and a clearly defined goal can propel your financial planning career forward within a short space of time. Jonathon didn’t leave school with the greatest of A-Levels and didn’t go to University. However, this didn’t stop him from achieving his Level 4 DipFA within 7 months and Chartered by the age of 26.  Yet again, proving that your school grades do not define your future.  Jonathon takes us on a career journey from an Administrator role in Dubai to Trainee Paraplanner for a small boutique firm in the UK to eventually becoming a Director level Financial Planner with Investec at the age of 29. In this podcast we cover:·        Why you shouldn’t dismiss trainee paraplanning as a route to becoming a financial planner. ·        How to self-promote and take control of your career development.   ·        How humility and stripping away entitlement is key to a fulfilling and rewarding career as a financial planner.  ·        What to expect from an HNW financial planner career and why being a Chartered financial planner is a must. ·        The benefit of attending over 100 Client meetings before giving any advice as a financial planner.  Loads of great stuff covered and a must listen to anyone looking to progress their financial planning career or interested i becoming a financial planner or trainee paraplanner. check out www.recruitukltd.co.uk for the latest financial planning, financial planner and trainee paraplanner jobs and connect with your host 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.

This week's guest is the amazing Cathi Harrison, the CEO of the Verve Group, a collection of companies that provide outsourced paraplanning, compliance, and training for financial planning companies. Cathi shares her career journey from starting as an employed administrator, progressing to paraplanner, deciding to go freelance, and eventually setting up and running a group of companies that hire over 40 staff!I really enjoyed recording this, Cathi is so honest and a must-listen for any current business owners or entrepreneurs looking to set up their own company. on the podcast we also cover: The challenges of setting up your own outsourced paraplanning company, 1st-year struggles, business development, and working out of your front room on a budget of £3000!Graduate vs experienced hires, how Cathi found the right balance with 80% of her staff coming through the inhouse graduate scheme. great share. The type of candidate the best suits an outsourced paraplanning role.The benefits of outsourcing paraplanning and how Apricity are changing the face of compliance with the help of technology. As per usual do let me know your thoughts about the podcast by leaving a review or comment. you can connect with Cathi here  and check out the verve group hereFor financial planning, compliance, and paraplanning jobs check out our sponsor Recruit UK 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 7 of the financial planner life podcast is now live, my guest this week is Nathan Smith who is a Financial planner from Mattioli Woods.  Full of gratitude for his employer and passion for the industry, Nathan is a classic example of what can be achieved when a financial planning firm invests in training and development for entry-level candidates. Nathan left college at the age of 19 to pursue a career within financial planning, he is now 27 years old and working towards his chartered exams. On this podcast we cover:·        Hints and tips on how he passed his exams in 6 months! ·        The benefits of a clear career structure. ·        Why starting in an entry-level role helped build his confidence and a greater respect for the financial planning process. ·        The importance of client relationship managers for continued customer service. ·        How mentors, teammates, and on the job, learning has helped him build confidence in the role.·        How he uses Linkedin to generate new clients and build stronger relationships during the lockdown. As per usual check the comments for full links to YouTube, Spotify, and Apple Podcasts.  check out www.financialplannerlife.com for more episodes and also check out www.recruitukltd.co.uk for jobs within financial planning. 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.