Financial Planner Life Podcast
Sam Oakes
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners, and back-office staff all have their own stories to share, and The Financial Planner Life podcast serves as a platform for them to discuss their personal and professional journeys. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing, all the way to diversity and inclusion. We approach each episode with the idea that it will educate and spark a conversation within the industry on topics that may not be openly discussed. If you're considering a career as a financial adviser or are curious about learning more about this exciting sector, we encourage you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast. since 2008 Sam 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 wealth, 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 as a trainer for a leading product provider in the UK, and he has been in the industry for over 20 years. He sees himself as a partner to the industry and wants to contribute useful resources, such as this podcast, to educate those who are further seeking advice and help about how to push their careers forward in this amazing profession. Be sure to check out Financial Planner Life Academy - start your career today! https://financialplannerlife.com/academy/
Episodes
Mentioned books
Apr 20, 2020 • 1h 21min
Jade Rose: From fashion to finance: Why health and wellness, financial literacy and educating young women on finance is crucial
I was delighted to be joined by Jade Rose from Reddings Wealth Management on The Financial Planner Life podcast this week. We discussed a range of topics including her journey into financial planning, as she originally had built a career in fashion design and buying, which admittedly is not the typical route someone enters financial planning from!In this episode, we cover topics such as health and wellness, financial literacy as well as women in finance. I hope you enjoy it! Please make sure to subscribe to The Financial Planner Life podcast and give us a rating once you’ve listened.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.
Apr 9, 2020 • 1h 20min
Emmanuel Asuquo: The importance of personal branding, and educating young adults about financial literacy
This week I’m joined by Emmanuel Asuquo from The Eman Effect. After initially starting his career in Barclays as a cashier, Emmanual has developed himself to become an independent adviser, TV personality, coach and motivational speaker for financial literacy and black people in finance.In this episode, we cover topics such as self-employment, branding, and the lack of ethnic diversity within financial planning. Please make sure to subscribe to The Financial Planner Life podcast and give us a rating once you’ve listened.You can connect with Emmanuel here: check out our website for other episodes and blogs For jobs within financial planning check out our Sponsor Recruit UKBegin 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.
Mar 19, 2020 • 1h 13min
Cleona Lira: Moving from Mumbai, first year self employed as an IFA and the importance of branding - and how it will propel your career forwards!
This week I’m joined by Cleona Lira from Conscious Money an appointed representative of 2plan Wealth Management. After initially starting her career as a car saleswoman in Mumbai, Cleona shares her journey from migrating to the UK, to building her career as a self-employed Chartered Financial Planner.In this episode, we cover topics such as self-employment, social media, branding and women in financial planning.Please make sure to subscribe to The Financial Planner Life podcast and give us a rating once you’ve listened.You can connect with Cleona hereWhy not follow the podcast on Linkedin, where we share extra content such as videos, hints, and tips about how to improve your career as a financial planner. we are also on Instagram, and you can WATCH the podcast on youtube!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.
