Best Paraplanner Podcasts (2024)

1
St James's Place Adviser Academy Update 2024 - A Deep Dive Into Terms 5 & 6 with Gee Foottit 53:23

3h ago53:23

53:23

We are back with Gee Footitt from St James's Place for an update on the SJP Adviser Academy. In this updated episode for 2024, we take a look at some of the changes to the Academy and hyper-focus on terms 5 & 6! where we cover coaching and mentoring and ongoing support for new Financial Advisers and Partners. if you haven't already watched the firs…

1
Ceri Griffiths - Why I Work With Women Divorcing Multi Millionaire CEO's - Niche Financial Planning. 1:11:10

3h ago1:11:10

1:11:10

This week is a talent partnership special with St James's Place Ever wondered how financial advisers can make a monumental impact on women's lives, particularly those navigating high-stakes divorces? Listen as we sit down with Ceri Griffiths from Willowbrook Financial Planning, who has carved out a unique niche advising women divorcing multi-millio…

1
Why I joined the Financial Planning Profession as Head of Creative for Hoxton Capital - Sam Oakes 11:39

1d ago11:39

11:39

Today is a solo episode with your host Sam Oakes who gives and update in his brand new role at Hoxton Capital Managment as the Head Of Creative. Reach out if you are an adviser interested in joining Hoxton in the UK or abroad. - sam@financialplannerlife.com Be sure to follow financial planner life on YouTube for extra content about a career within …

1
AF7 Pension Transfers - A Candidate Experience 21:52

5h ago21:52

21:52

AF7 Pension Transfers. We know at BTS that this is a niche unit, but in this episode Nikita Phillips Candidate Support and Business Development Adviser at Bespoke Training Solutions, is joined by special guest Luke Mapley as they discuss all things AF7. Tune in to find out more about this unit, and why you should be considering AF7 on your journey …

1
Life’s Good - It’s The Disease That’s The Problem. Financial Education Through Personal Tragedy 52:37

9d ago52:37

52:37

When life throws you curveballs, financial foresight can be your greatest ally. Hazel Carter, a retired financial services professional , today shares how she turned tragedy into a mission of education. Hazels shares her husbands Alan's battle with motor neuron disease that strikes at the heart of why financial preparation is so crucial. We talk ab…

1
The Importance of Financial Planning for Wellbeing 39:41

1h ago39:41

39:41

For Mental Health Week, we want to look at human side of financial planning, specifically the impact a good adviser can have, the interpersonal skills needed, and how good financial planning advice can make a real difference to people’s wellbeing. Money and Pensions Service (MaPS), define financial wellbeing as “…feeling secure and in control. It’s…

1
How I cold called my way to £100,000,000 AUM, emotional intelligence and financial planning training with - Paul Taylor 56:55

15d ago56:55

56:55

Join the conversation with Paul Taylor, an expert in financial planning, as we explore the secrets of turning ambitious individuals into top financial advising experts. With his own journey from humble cold-call beginnings to a financial planning powerhouse, Paul's passion lies in mentoring the mavericks of tomorrow. His treasure trove of strategie…

1
Apprenticeship v University, Early Financial Planning career development at Foster Denovo with Ryan Edwards 31:08

23d ago31:08

31:08

Ever wondered how a young professional scales the heights of the financial planning industry? Ryan Edwards, Client Relationship Manager at Foster Denovo, joins us to share the riveting tale of his career ascent. Ryan's story is one of bold choices and strategic connections. With an apprenticeship that catapulted him into the fast-paced finance sect…

1
Equity Investment 15:36

2M ago15:36

15:36

Listen in as Glyn Bolton and clarityON newcomer, IFA Administrator Joe Howe discuss equity investment in today's world. Click the link below to our research note if you want to learn more! https://www.clarityglobal.com/sites/default/files/research/notes/equity_investment.pdf All content reflects our opinion at a given time and can change as time pr…

1
What happens after the St James's Place Academy? My 3rd year as a Financial Planner - Natasha Percy-Baxter 1:29:44

2M ago1:29:44

1:29:44

St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy? - click here Episode Overview: In this exhilarating episode of the Financial Planner Life Podcast, we're thrilled to welcome back Natasha Percy-Baxter, a highly likable financial planner and partner at St James's …

1
8 Promotions in 7 years at Foster Denovo, a Financial planning career development deep dive with Josie Freeman 57:18

2M ago57:18

57:18

Episode 2 of the Foster Denovo talent partnership series. Click here to see the latest job opportunities with Foster Denovo. Embark on a journey with the remarkable Josie Freeman of Foster Denovo as she shares her ascent from history graduate to financial planning aficionado. Through her story, we uncover the transformative impact of mentorship, st…

1
Redefining Financial Planning Through Diversity and Education with Guest Phoebe Ellis 52:42

2M ago52:42

52:42

Charlie Scott is joined by Phoebe Ellis, the remarkable Rising Star of 2023 from the Women in Finance Awards and Client Relationship Manager at First Wealth, graces our podcast with her vibrant journey from the world of PE and art to the financial sector. Her path, influenced by personal connections and a drive for inclusivity, echoes throughout ou…

1
Pathway to Chartered: An insight to Chartered status 24:53

3M ago24:53

24:53

By BTS

1
Crafting a Legacy Beyond Profit: The Ethical and Community-Centric Approach of Altor Wealth Management 57:51

3M ago57:51

57:51

Discover the blueprint for a financial firm rooted in ethical values and community impact as I chat with Matt Pitcher from Altor Wealth Management. Matt takes us on his odyssey from a corporate cog to the architect of a B-Corp-certified haven for equitable financial planning. We delve into the fresh terrain of flat fee subscriptions, the gravity of…

1
Shaping the Next Generation of Financial Advisers with Expert Guidance from Matt Fowler of St James's Place 1:05:23

3M ago1:05:23

1:05:23

Financial Planner Life - Talent Attraction Partnership Special with St James's Place Academy - Join Today! Embark on a journey with Matt Fowler, a chartered financial planner and partner at St James's Place, who joins us to share his remarkable career evolution and the strategic insights that have propelled his success. From his transition out of c…

1
Invest in Women: Accelerate Progress - International Women's Day 2024 35:31

3M ago35:31

35:31

Join Alex Langhorn, Head of Business Support at BTS and Gee Foottit, Senior Manager, Recruitment Partnerships at St. James’s Place Financial Adviser Academy as they delve into the relevance of the UN IWD 2024 campaign, Invest in Women: Accelerate Progress. Gee brings over 25 years of expertise in finance and entrepreneurship to the table. Driven by…

1
The Power of Alignment: Culture, Values, and Growth Mindset’ with Roger Brosch, CEO of Foster Denovo 39:59

3M ago39:59

39:59

Talent Attraction Partnership Special - Foster Denovo are Hiring - click here for jobs On this weeks episode i'm joined by Roger Brosch CEO of Foster Denovo, you can watch the face to face video episode on youtube. Discover the leadership secrets that have propelled Foster Denovo to the forefront of the financial planning profession, as we sit down…

1
Exploring Gen AI's Transformative Impact on Financial Advice and Compliance - Fintech Special 1:04:20

3M ago1:04:20

1:04:20

Prepare to have your mind expanded as we journey through the dynamic world where artificial intelligence reshapes the financial services landscape. Joined by industry visionaries Robert Harradine from Ammonite , Craig Barraclough from Finovation and Joseph Twigg from Aveni . We dissect how AI is not just revolutionising finance but becoming an indi…

1
Alan Smith from Capital Asset Managment, The Bullet Proof Financial Planner - Host of TRAP Podcast, talks Innovation and careers in Finanical Planning 1:08:03

3M ago1:08:03

1:08:03

Unlock the secrets to entrepreneurial success in the financial world with Alan Smith of Capital Asset Management and co-host of The Real Adviser Podcast ( TRAP) we start our journey with Alan tracing the milestones of building a financial planning firm, where vision meets values, and the magnetic pull of a mission-driven culture draws exceptional t…

1
Turning Personal Loss into Professional Growth: Guy Skinner's Journey in Life Protection and Financial Planning 56:35

4M ago56:35

56:35

When life handed Guy Skinner, from CityGate Financial Planning, a devastating loss, it carved out a path for him that would intertwine personal resilience with professional wisdom. Join us as Guy shares the deeply personal experience of losing his father and how it shaped his approach to life protection in financial planning. In a conversation that…

1
Orann Coyle – financial planning client acquisition via Instagram! 58:14

4M ago58:14

58:14

Today on the Financial Planner Life podcast we are at St James’s place, for a face to face episode with Orann Coyle of KMC Wealth Management Oran is a relatively new Financial Adviser and Wealth manager based in Londonderry, Northern Ireland. Orann is an avid Instagrammer – he talks us through how he has managed to utilise his online presence to ga…

1
Fixed Interest 9:45

4M ago9:45

9:45

Join Investment Director Glyn Bolton and Investment Manager David Eve as they discuss fixed interest and the current climate for fixed interest investments. Click the link below to our research note if you want to learn more! https://www.clarityglobal.com/sites/default/files/research/notes/fixedinterest_and_indexlinked_investment.pdf All content re…

1
Taking a career leap: What’s holding you back? 50:01

4M ago50:01

50:01

This week’s guest is Marcus Crowther of MWC group. Marcus is a young adviser based in sunny Malta, he talks to Elena about his career journey so far. Marcus goes into detail about how he got into financial planning and, in true FPL style, really opens up about his thought processes, as well as his own mental health which has led him down the path h…

1
Achieving your career goals in financial planning 1:11:49

4M ago1:11:49

1:11:49

This week we have energy powerhouse, Bobby Sahota – financial planner and Director at Attivo. Sam and Bobby speak about everything from Bobby’s career journey to date, limiting beliefs, social media presence, and so much more. Bobby is one of the most passionate guests we’ve had on the podcast. Her sincerity and passion for client care really is so…

1
How to set up your own financial planning business 1:17:01

5M ago1:17:01

1:17:01

Welcome to the first episode of 2024! And what a fantastic episode to get us going! Calum Scott, Financial Planner and Director of Libertas Financial Management joins Sam Oakes on this step-by-step journey of an episode. We were really fortunate to talk to Calum, his story is certainly inspiring. He walks us through the process of setting up his IF…

1
How to be the best Financial Adviser you can be 47:42

6M ago47:42

47:42

Julie Flynn is a powerhouse of financial planning knowledge and passion! Charlie Scott is joined this week with Julie Flynn, Director of Bree Wealth and Tax Management Ltd. And wow – what an episode. These two dive into what makes a brilliant podcast, representation within financial planning, how Julie went self-employed at a critical point in her …

1
Paraplanners – The Engine Behind a Truly Successful Financial Planning Firm 1:25:50

6M ago1:25:50

1:25:50

Back in the world of high-performance Financial Planning pros on the FPL Podcast as this week we’re joined by Sam Patterson, Managing Director of The Patterson Group! Sam’s experience in Financial Planning puts him a cut above the rest when it comes to navigating a career as a Paraplanner. After taking on the role himself, Sam moved into managing a…

1
Building a Financial Planning Business with Purpose 1:20:34

6M ago1:20:34

1:20:34

This week we're doubling down on the Financial Planner Life with our guest duo, Nathan Waldron and Ryan Nobbs, co-directors and Financial Planners with Evergreen Financial Planning, a business with the objective of reaching the ~95% of people that don’t fit the typical client profile for Financial Advice, through understanding the long-term strateg…

1
Pursuing Progression in Your Financial Planning Career 1:16:43

6M ago1:16:43

1:16:43

This week’s guest on the Financial Planner Life Podcast is Ben Slater, Chartered Financial Planner & Director at Stephen Eve Financial Planning Ltd. Ben started his career straight out of education, as an apprentice client services administrator within a Financial Planning firm, moving into paraplanning after 2 years, before pursuing his qualificat…

1
How YOU can find a job in the finanical planning profession, without the need of a recruiter! 9:50

6M ago9:50

9:50

Bonus Episode In this short episode, we empower you with a rinse-and-repeat strategy for marketing yourself out to financial planning firms to secure interviews and at the very least a solid network to lean into as you gain more qualifications and experience, this is perfect for those studying without experience, and looking to get their foot in th…

1
Risk 11:23

7M ago11:23

11:23

Join Glyn Bolton and our newest adviser Tuhin Miah in discussing risk when it comes to wealth management and investing, including the various pitfalls one may succumb to when it comes to portfolio diversity. Click the link below to our research note if you want to learn more! https://www.clarityglobal.com/sites/default/files/research/notes/asset_al…

1
LinkedIn Lead Generation for Financial Planners 1:19:14

7M ago1:19:14

1:19:14

This week we are giving away some absolute GOLD on the Financial Planner Life Podcast as we speak with Paola Forsberg, Founder and CEO of Paola Forsberg Consulting Ltd, specialists in lead generation for the Financial Planning profession. Paola is a seasoned professional in the world of lead generation, especially around utilising LinkedIn to gener…

1
Supercharging Financial Planning Through Award Winning Administration 59:17

7M ago59:17

59:17

Administration, often seen as a great starting point for those beginning their career in Financial Planning, but due to being stigmatised as a career stepping stone, finding an experienced, highly capable admin is gold for Financial Planning firms aiming for success. In steps this week’s guest, Maria Mushtaq, Award Winning IFA Administrator at Hold…

1
Why You Should Become a Financial Planner: Live from Changefest 1:02:47

7M ago1:02:47

1:02:47

The Financial Planner Life hosts Sam Oakes, Elena Stephenson and Charlie Scott were recently invited to speak at The Chartered Institute for Securities & Investment (CISI) Changefest event, to talk all things careers in Financial Planning. This was a chance for us to champion the profession of Financial Planning, raise awareness of the abundance of…

1
CRMs in Financial Planning with Wealth Dynamix and Plannr 1:13:55

8M ago1:13:55

1:13:55

Something a little bit different on this week’s Financial Planner Life podcast as we talk about the past, present and future of fintech in the Financial Planning profession with the following special guests: Gareth Thompson, Co-Director at Plannr – “An open and modern alternative to the traditional back-office system” Robert Roome, Chief Strategy O…

1
The Need for an IFA 15:04

8M ago15:04

15:04

Join clarity CEO Angus Jones and Operations Manager Louise Challis as they discuss the need for an IFA, covering key information about the industry and when may be best to look for financial advice. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not…

1
Growing Your Financial Planning Business Through Mental Fitness 1:13:04

8M ago1:13:04

1:13:04

Does the business you work in have a detrimental effect on your mental health? This week we're joined by Mike Jones, Founder of Better Happy, the organisation that aims to elevate the wellbeing of businesses, with the mantra of; ‘Creating happy places to work so any business can lead their industry through high levels of employee wellbeing, product…

1
How To Become A Paraplanner in Financial Planning. Financial Planner Life Academy Focus ( taken from YouTube video) 17:43

8M ago17:43

17:43

Ready to embark on your paraplanner journey? We've got you covered with insights, advice, and valuable resources. 📚 This is the audio version of the video found on the financial planner life YouTube channel. 🤝 Join Elena and Adam and explore the path to success as a paraplanner. Whether you're aiming for exams, seeking study tips, or honing essenti…

1
More Women are Needed in Wealth Management – Female Financial Planners Unite! 1:07:09

8M ago1:07:09

1:07:09

Are you part of a group that is underrepresented in the Financial Planning profession? This week, we’re joined by Women’s Financial Wellbeing advocate and Chartered Fellow Financial Planner Samantha Secomb, Director of Women’s Wealth – Financial Planning and Advice for Women. Throughout her career in Financial Services, Samantha has identified some…

1
A Guide To Financial Advice Administration, Financial Planner Life Academy Focus (from YouTube) 20:16

8M ago20:16

20:16

Ever wondered how to become a financial planning administrator? This is the audio version of the video on the financial planner life channel, we are guiding you on your path to becoming a proficient Financial Planning Administrator! If you're eager to launch a successful career in the financial planning industry and play a crucial role in shaping p…

1
Building a YouTube personal brand with Financial Planner George Agan 1:29:27

8M ago1:29:27

1:29:27

Have you considered content creation as a Marketing tool for your Financial Planning business? Are you thinking of starting a podcast, YouTube channel, or social media marketing platform to bring in clients, spread your message and promote your services? This week’s guest is George Agan, Chartered Financial Planner at Flying Colours, content creato…

1
The Financial Planner Life Academy 41:16

8M ago41:16

41:16

Are you thinking of pursuing a career in Financial Planning, but don’t know where to start? Do you want a job as a Financial Adviser, Paraplanner, Administrator or Mortgage & Protection Adviser, but need the skills and qualifications to do so? Well, the search is over! We have a very special episode of the Financial Planner Life podcast for you thi…

1
Transitioning from Legal to Financial Planning 1:28:15

9M ago1:28:15

1:28:15

This week’s guest is Ryan May, Financial Planner at Sound Financial Management. Ryan previously worked in the legal sector, but after working in conjunction with Financial Planners, he saw a career choice which really piqued his interest, and the rest is history! A self-described “Intrapreneur”, Ryan talks us through what this means to him and the …

1
DB Pensions 20:54

9M ago20:54

20:54

Learn about defined benefit pensions as paraplanner Jessica Lelew and our resident DB expert senior paraplanner Andrew Kemp provide an in-depth overview of the topic, including how it differs from DC pensions. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore…

1
See it, Believe it, Be it – A Financial Planners Guide to Achieving Career Goals 51:45

9M ago51:45

51:45

This week, Financial Planner Life host Elena is joined by Bethany Lawton, Chartered Financial Planner at AV Trinity Ltd and Fellow of the Professional Finance Society. In this episode we focus heavily on personal development, perseverance in the face of adversity and achieving your career aspirations. We look at Bethany’s career journey, from admin…

1
Make Sales Great Again – The Forgotten Code in Financial Planning 1:18:36

9M ago1:18:36

1:18:36

Attention all Financial Advisers, BDM’s, Sales Managers and Business Owners, this episode is for you! This week on the Financial Planner Life Podcast we are joined by Paul McCoubrey, Financial Planner and Director of Navigate IFA. Paul has navigated (sorry) an extensive career in Financial Services and has always championed the importance of sales …

1
Cultivating an Attitude of Gratitude when Building an IFA Practice 1:17:27

9M ago1:17:27

1:17:27

Back once again with the Financial Planner Life podcast, with our guest this week, Freddie Winter AKA Nice Guy Money, Chartered Financial Planner and Director of Gratitude Financial Planning! Freddie knows a thing or two about carving a career in Financial Planning, he’s done it! In fact, Freddie came straight out of Uni and into a graduate scheme …

1
Unleash Your Potential – Embracing Self Employment as a Financial Planner 1:12:35

10M ago1:12:35

1:12:35

BREAKING FPL NEWS: Sam Oakes and Financial Planner Life have been nominated for the Talent Attraction Award at this year’s Verve Evolution Awards 2023!!! We’re very proud to be nominated so if you’re an FPL listener follow the link to cast your vote and support the Financial Planner Life podcast: Awards – Evolution by The Verve Group (weareverve.co…

1
Financial Planning Blueprint for Career Success with Warren Shute 1:04:00

10M ago1:04:00

1:04:00

This week’s guest on the Financial Planner Life podcast is Warren Shute *deep breath* Chartered Wealth Manager, Money Coach, Author, Sunday Mirror Columnist and Co-Founder of Lexington Wealth management …That was a mouthful! Warren takes us on a career journey and shares his proven system for creating a £1,000,000 turnover business! it’s such a goo…

1
Workplace Pensions 19:02

10M ago19:02

19:02

Join financial adviser Vicki Watson and paraplanner Taylor Aspinall as they discuss workplace pensions, all that they involve, and actions you can take in managing yours. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for profess…

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