Financial Planner Life Podcast

In this episode, Managing Director, Kate Bailey, and Associate Partner, Ryan Milne,  explore how mentorship, training, and succession planning are driving the next generation of success in the profession. With a rapidly aging adviser workforce and a looming talent shortage, investing in young financial planners is more important than ever. Sam Oakes sit down with Ryan, a young financial planner, and Kate, his mentor, to discuss the challenges they’ve faced and how they’re working together to shape the future of the company - Kate Bailey Financial Planning - and the profession as a whole.Ryan shares his journey, revealing how Kate’s hands-on mentorship helped him overcome common hurdles faced by younger advisors, such as age bias and skepticism from clients. He emphasizes how mentorship goes beyond exams and certifications—it’s about learning how to navigate client relationships, build trust, and add value. Kate’s commitment to his development shows how mentorship plays a crucial role in preparing young planners for long-term success.The guests also touch on the critical role of business development, often overlooked within the financial planning career path, and why mastering this skill is essential for career growth. Kate highlights the importance of succession planning—not just for sustaining the success of the firm but to secure the future of client relationships. Tune in to this insightful discussion and learn how these strategies are shaping the future of financial planning, helping their firm grow and thrive across generations.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.

Ever wondered how to create a thriving workplace that benefits employees, shareholders, and clients alike? Don't miss our enlightening conversation with Helen Lovett, COO of Foster Denovo, as she uncovers the power of clear career development frameworks. Learn firsthand why their strategic focus has elevated employee engagement and client satisfaction. Helen also sheds light on Foster Denovo's pioneering use of AI in financial planning and the rave reviews their consumer duty initiatives have received. This is your chance to explore the future of financial planning from a true thought leader.Striking the right balance between creativity and leadership can be challenging, but Helen shares invaluable strategies that keep innovation alive while ensuring the team remains aligned. Tune in to discover practical advice on managing business-related anxiety and setting effective boundaries. Helen's insights into prioritizing projects using tools like the urgent-important matrix, managing high-energy tasks, and the advantages of working with a personal assistant are game-changers for any leader looking to optimize productivity and maintain focus.Lastly, Helen emphasizes the critical role of women in financial planning and how flexible working arrangements can make this rewarding career path more accessible. Learn about the exciting advancements in AI and data technologies that are enhancing client services and compliance. Helen's passion for fostering a dynamic workplace and her commitment to business growth shine through, making this episode a must-listen for anyone passionate about leadership, innovation, and the future of the financial planning profession.To find out more about working for Foster Denovo - Click here 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.

Join us for an inspiring conversation with Tom Mangan, a financial planner at St James's Place, who  transitioned from the fitness industry to financial planning. Discover how Tom's sports-centered upbringing, marked by his time playing football at Aston Villa and running a private training business, imparted essential qualities like resilience and discipline that paved the way for his success in the financial sector. Through his story, we break the stereotype that young advisers can't thrive and underscore the profound impact of early-life experiences on professional achievements.You'll learn about Tom's passionate commitment to financial education and empowerment, as he shares his personal journey from limited financial literacy to becoming a financial adviser. We discuss the critical role of early education in managing money, the challenges of self-employment, and the strategic decisions involved in building a robust financial planning team. Tom emphasises the importance of leveraging personal and professional networks, highlighting the value of mentorship and the structured training provided by the St James's Place Academy.Gain insights into the comprehensive support system at St James's Place that aids young financial planners like Tom. From intensive training to ongoing guidance from business development managers, discover how these resources contribute to career success. We explore real-life success stories, strategies for maintaining momentum, and the significance of creating a supportive back office to attract top advisors. Tom's relentless drive and achievements serve as a motivational blueprint for anyone looking to excel in 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.

Terry Smith, the CEO of Fundsmith and often dubbed the UK's answer to Warren Buffet, shares his remarkable transition from Barclays Bank to entrepreneurship. He discusses the risks of publishing his controversial paper, which cost him his job but sparked his career as a financial disruptor. Living in Mauritius, he contrasts life there with Dubai, and offers insights on leadership and investment strategies. Terry emphasizes integrity in business and advises aspiring fund managers on the importance of patience and disciplined investing.

In this episode of Financial Planner Life, host Sam Oakes sits down with financial planner Tracy Brookes for an honest and open conversation about her journey into the financial planning profession. Join us as Tracy discusses her remarkable journey from a chartered financial planner to becoming an influential voice in the financial planning community as the new host of the Wealth and Women podcast. She shares her valuable insights on leadership, organisational strategies, and the importance of a supportive, growth-minded work environment. Learn firsthand how her podcast with the Personal Finance Society (PFS) aims to attract more women to the financial planning profession, making a substantial impact in a profession where female representation is still limited.Sam and Tracy talk about the art of juggling a thriving career and a busy family life, while she reveals her tips for effective organisation, discipline, and delegation as a working mother. The two also delve into a conversation about the evolution of the profession toward a client-focused service model, and how leveraging technology can elevate client engagement and free up valuable time for meaningful interactions. Listen to Tracy and Sam uncover the myths and realities of the financial planning profession. Tackling the misconceptions head-on, from the outdated view of financial planning as a sales job to the gender disparities still present in the field. This episode offers practical solutions for increasing gender diversity, building credibility and fostering professional growth - especially by harnessing the power of podcasts to promote women's voices in finance. 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.

Discover the transformative journey of Godfrey Asare, who transitioned from the food retail sector to becoming a successful financial planner, all while emphasizing the importance of financial literacy for everyone. This episode promises to unravel Godfrey's incredible story—from working at Waitrose, Itsu, and Marks and Spencer to his graduation from the prestigious St. James's Place Academy. Listeners will gain invaluable insights into how financial education can alleviate financial stress and improve mental health, irrespective of socioeconomic background.Godfrey's story is not just about career transitions but also about leveraging past experiences for future success. We discuss how his background in buying and negotiation has been instrumental in building trust and relationships in his financial planning career. The episode also delves into Godfrey's commitment to providing financial education seminars, particularly within the food and drink industry, and the dual role he often plays in offering both financial and buying advice. His insights into making employee benefits relevant and the positive feedback he has received are particularly noteworthy.Moreover, this episode emphasizes the power of purpose-driven work in fostering resilience and achieving long-term success. Godfrey shares personal anecdotes that highlight the importance of a strong support system, nurturing energizing relationships, and the value of content repurposing for social media. If you're looking to understand the profound impact of financial literacy, gain tips on career transitions, and be inspired by someone who has turned personal experiences into professional triumphs, then this conversation with Godfrey Asari is not to be missed.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.

Have you ever wondered what it’s like to make the leap from the UK to Dubai for a career in financial planning? In this episode, we sit down with Charley, a UK-born client services manager, to delve into her journey of transitioning from accounting in the UK to working in international financial planning in Dubai. Charley shares her personal motivations for the move, the challenges she faced, and the reality of living in a city known for its luxury and high cost of living. She offers a candid look at the financial and lifestyle adjustments required to thrive in this vibrant metropolis.Listen in as Charley discusses the significant financial considerations of living in Dubai, from high rent and living costs to the unique benefits of a tax-free income. She also sheds light on the lifestyle contrasts between Dubai and the UK, highlighting how the city’s diverse opportunities and sunny weather offer a different kind of quality of life. Beyond the glitz and glamour, Charley emphasizes Dubai’s wellness and family-friendly aspects, demonstrating that the city is more than just a playground for the wealthy.In addition, Charley reflects on her career ambitions and how Dubai has opened doors for her in the international financial planning arena. She talks about her plans to expand her qualifications to include U.S. certifications and her vision of potentially moving to other global markets in the future. Tune in to discover how Dubai is shaping her career and personal growth, and gain valuable insights into what it means to embark on an international career in 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.

What does it take to transition from an administrative role to a technical expert in financial planning? Join us as we talk with Paula Guedes, a dynamic practice lead at Foster Denovo. Paulas journey from Brazil to the UK, pursuing a master's in finance and economics, and working her way up from an entry-level position to a chartered paraplanner, is nothing short of inspiring. She shares how her analytical strengths and passion for financial planning have shaped her career, offering valuable insights for women aspiring to make their mark in this predominantly male-dominated profession. Communication is the cornerstone of any successful financial planning team. In this episode, Paola elaborates on the crucial relationship between financial advisers and paraplanners, emphasising the benefits of fostering a team atmosphere. She reveals how paraplanners can enhance client confidence by simplifying complex financial information, and discusses the unique perspective non-native English speakers can bring to the table. Celebrating the achievements of women in finance, Paola advocates for greater diversity and inclusion, making a compelling case for why the profession needs more female leaders.Paulas story of ambition and growth is both motivating and instructive. After significant personal milestones, such as the birth of her daughter, she returned to work with renewed vigor, tackling challenging qualifications and securing a promotion to chartered paraplanner. She highlights the importance of continuous learning, viewing failure as a stepping stone rather than a setback. By sharing her experiences at Foster Denovo, including the firm's impressive gender diversity and people-centric approach, Paula underscores the significance of personal growth and development within the company. Her journey serves as a testament to the power of ambition, resilience, and the pursuit of excellence in one's career.  if you are interested in joining Foster Denovo  - Click here 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.

Unlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from Hoxton Wealth who traded the historic streets of Edinburgh for the bustling avenues of Dubai. Ellie recounts her adventure of diving headfirst into Dubai’s high-energy, opportunity-laden environment, gaining invaluable experience in paraplanning and client relationship management under the mentorship of Hoxton Wealth's CEO, Chris Ball. Discover how the fast-paced lifestyle of Dubai contrasts with the more serene pace of Edinburgh and why this dynamic shift has been pivotal for Ellie's career.Ellie shares her strategic journey of breaking into financial planning, detailing her proactive steps from university to securing roles that honed her soft skills and practical know-how. We explore the challenges and rewards of managing multi-jurisdictional portfolios and the vital importance of building impeccable client relationships. Through a blend of administrative, analytical, and client-facing roles, Ellie is meticulously crafting a path towards obtaining professional qualifications in both the UK and the US, setting a solid foundation for a thriving career in financial planning.Lastly, tune in for an inspiring discussion on the role of women in finance, especially those navigating international waters. Ellie opens up about the support and mentorship she’s received at Hoxton, the importance of confident, strategic networking, and her lofty ambitions for content creation and connections. With stories of potential collaborations with influential figures like Jo Malone, this episode brims with ambition, inspiration, and actionable insights for anyone looking to carve out a successful career in financial planning, particularly in the vibrant city of Dubai.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.

Matt Finch, a financial planner who rose from administrator to managing a client book, shares his inspirational journey. He emphasizes the importance of a holistic approach in financial planning while managing diverse clients. Matt discusses the vital role of paraplanners, the challenges they face, and the supportive community of the Paraplanner Club. He also provides insights into career progression, the benefits of starting in smaller firms, and the significance of mentorship in the financial services industry. Perfect for anyone considering a career in financial planning!