Best Sam Oak Podcasts (2024)

1
Ep #170 Sam Adams Summer Ale and Porch Rocker paired with Foundation Charter Oak Pegnataro 33:08

1h ago33:08

33:08

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1
Life Protection, Careers and International Opportunities at Hoxton Capital with new hire Adrian Benjamin and Sam Oakes 27:30

4d ago27:30

27:30

Send us a Text Message. And another top hire for Hoxton Capital Managment in the UK! Join us on this episode of the Financial Planner Life podcast as we sit down with Adrian Benjamin, who recently joined Hoxton Capital Management as a protection consultant. this is Adrians second spin on the Financial Planner Life Podcast! Adrian delves into his mo…

1
008: Why do we use Oak Barrels? With Sean Adamowicz 53:58

2h ago53:58

53:58

Unlock the secrets behind the art and science of winemaking with our special guest, Sean Adamowicz from the Boswell Company. With a rich background in environmental chemistry and a passion for wine nurtured in southern France, Sean takes us on an enlightening journey through the essential role of oak barrels in aging wine. Learn about the diverse c…

1
Bryan Nash Game 4 11:18

15m ago11:18

11:18

Potential 4peat alert! Bryan Nash is back to see if he can join our Hall of Champions with a fourth win. Here are today’s clues: 1. more major than major?, Hook, America, Caveman. 2. Cup, another cup, musical Paul, Steamer. 3. police dog?, goose, Chevy, trail. 4. Spencer, Dick, film Flick, singer Bonham.…

1
Why Switching from Mortgage Advice to IFA is a good idea! With Daniel Hobbs of New Leaf 45:25

2h ago45:25

45:25

Send us a Text Message. Are you a mortgage advisor looking for more stability and long-term growth in your career? Transitioning to an Independent Financial Advisor (IFA) might be the strategic move you’ve been searching for. In this episode of the Financial Planner Life podcast, Sam Oakes sits down with Daniel Hobbs from New Leaf to explore the be…

1
Ep #169 Woodford Double Oaked and Four Roses Single Barrel paired with Yagua J. C. Newman Cigar 54:18

2d ago54:18

54:18

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1
Bryan Nash Game 3 11:35

7d ago11:35

11:35

After two weeks of winning, Bryan Nash is here again to see if he can make it three. Join us and play along! Here are today’s clues: 1. they've got their own library?, currently it's the 118th, sexual relation, eagles. 2. stable, life, IKEA offering, it's often booked?. 3. 80s club? basketball quick play in reverse? it can happen in bed?, English. …

1
Financial Planning Talent Attraction and Management with Helena Bogdanovski of Foster Denovo 30:02

5d ago30:02

30:02

Send us a Text Message. Want to know the secrets to successful recruitment in the financial planning profession? Our special guest, Helena Bogdanovski from Foster Denovo today shares her expertise in talent attraction. Learn how she navigates the intricate process of hiring self-employed financial advisers, focusing on relationship-building and und…

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Why I didn't take recruiter advice, and how I secured my first job in Financial Planning as a Financial Planner! Tom Brookes 56:44

7d ago56:44

56:44

Send us a Text Message. Unlock the secrets to a fulfilling career in financial planning with Tom Brookes from Mosaac Financial Planning. Tom's journey is nothing short of inspirational, from his early ventures in the property market to his transformative "quarter life crisis" that led him to the world of financial advising. His story is a testament…

1
Ep # 168 Foursquare Master Series No3 and Kirk & Sweeney 18 yr rum paired with Casa Fuente 807 47:19

9d ago47:19

47:19

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1
Bryan Nash Game 2 9:37

11d ago9:37

9:37

He got the connections last week, so he's back again! Join Bryan Nash for his second game of FourPlay and see if he'll be back again next week. Here are today’s clues: 1. gets gone, chai need, famous fall fallen?, folios. 2. Red Queen's subjects, greeting, treys, funny people. 3. peripheral, field, Spiegelman novel in a sense, introvert. 4. Raymond…

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Unlocking Success in Global Financial Advice: Insights from Dubai with Jacob Hall of Hoxton 57:50

12d ago57:50

57:50

Send us a Text Message. Unlock the secrets to succeeding in the global financial advice with insights from Jacob Hall, the Global Head of Advisory for Hoxton Capital Management. Jacob takes us through his transformative journey from self-employment to leading a dynamic team of 40 professionals. You'll gain a deep understanding of the evolving indus…

1
Emotional Intelligence in Financial Planning with James Woodfall & Sam Oakes 1:27:34

14d ago1:27:34

1:27:34

Send us a Text Message. Unlock the secrets of emotional intelligence in financial planning with James Woodfall, our special guest and ex-financial planner turned EQ expert. Discover how emotional intelligence stacks up against traditional IQ in shaping successful careers in financial planning. Learn why EQ is a game-changer in recruitment, training…

1
Ep #167 Jura 12 yr Scotch and Glendalough Irish paired with Padron 7000 series 47:12

16d ago47:12

47:12

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1
Bryan Nash Game 1 11:48

22d ago11:48

11:48

Welcome to Season 15 of 4Play! To kick off the season, we've got OMG fave Bryan Nash here in his first 4Play appearance to see if he can make the connections and return next week. Here are today’s clues: 1. Early painter?, insurance seller?, spelunker frequently?, troglodyte. 2. Hollywood, Earth, type of gear, astrology concern. 3. Central, Online,…

1
From Luxury Cars to £63m in AUM, a Financial Planning Career Pivot With Nathan Ind of St James's Place 49:06

23d ago49:06

49:06

Send us a Text Message. Ever wondered how selling luxury cars could lead to managing 63 million in assets? Join us for an enlightening conversation with Nathan Ind, a partner at St James's Place, as he shares his remarkable career journey from the motor trade to financial planning via the St James's Place Academy. Nathan's story isn't just about ch…

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Building an International Financial Planning Business with $2bil AUM in 6 years! Chris Ball of Hoxton Capital Management 54:46

21d ago54:46

54:46

Send us a Text Message. Curious about the international Financial planning space? Join us for an exclusive conversation with Chris Ball, CEO of Hoxton Capital Management, as he shares the impressive journey of evolving from a business set up at his kitchen table, to a client-centric financial planning powerhouse with over 250 staff in 6 countries, …

1
Ep #166 Buffalo Trace Bourbon and white dog paired with Buffalo Trace Cigar 37:08

23d ago37:08

37:08

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1
007: Vine Talk! with Sam Caselli 58:56

26d ago58:56

58:56

How did a dairy farm kid from Santa Rosa end up in the grapevine nursery business? Meet Sam Caselli, whose journey took him from transporting seafood to high-end restaurants and navigating long-haul trucking to becoming a pivotal figure at NovaVines. Over his impressive 24-year tenure, Sam has mastered the art of grapevine propagation, transitionin…

1
Unlocking Career Growth: Sean Banks on Financial Planning, Mentorship, and Navigating Career Transitions 54:33

28d ago54:33

54:33

Send us a Text Message. Ever wondered why some financial planners choose employment over entrepreneurship? Discover the compelling journey of Sean Banks, Senior Financial Planner at Pembrokeshire Financial Services, as he shares his career progression from administration and paraplanning to financial advice. You'll learn why Sean opted to remain em…

1
Ep #165 Cognacs; Camus Seraphin XO and Leyrat VSOP Reserve paired with Quai D' Orsay Claro 40:09

1M ago40:09

40:09

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1
Jonathon Jay - Why I joined Hoxton Capital Managment as Managing Director of UK Financial Planning - With Your Host Sam Oakes 47:50

1M ago47:50

47:50

Send us a Text Message. This week on the Financial Planner Life Podcast, we welcome back Jonathon Jay who first appeared on the podcast 3.5 years ago and lots has changed since then! This is a special episode for me because I get to announce Jonathon Jay joining Hoxton Capital Management as Director of UK Financial Planning. This is the first episo…

1
How I 6x My Turnover as a Financial Planner - Tom Schofield of Foster Denovo shares with Sam Oakes 50:48

1M ago50:48

50:48

Send us a Text Message. What happens when an aspiring professional rugby player swaps the field for financial advising? Join us for a conversation with Tom Schofield, a partner at Foster Denovo, who shares his compelling journey from the highs and lows of sports to carving out a successful career in the financial sector. Discover how his father's i…

1
Ep #164 Fortified wines! Rasteau VDN and Don Benigno Sherry paired with Aroma de Cuba Robusto 46:44

1M ago46:44

46:44

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1
006: Water Talk for Thriving Vineyards with Denny Hubbell of Rancher's Well Services 54:07

1M ago54:07

54:07

What if your vineyard could thrive without a single drop of irrigation? In this episode, we’re joined by Denny Hubbell of Ranchers Well Services as we explore the critical role of water in viticulture, focusing on the idea between irrigating and dry farming. Learn the parameters needed for successful dry farming and the complexities of drilling wel…

1
Sam Oakes Talks to Jack Dudley about his career change, from teaching to financial advice and how to get a job in financial planning. 1:03:54

1M ago1:03:54

1:03:54

Send us a Text Message. What happens when you blend military precision with classroom teaching and then pivot to financial planning? Meet Jack Dudley, a former Royal Engineer and Secondary School educator, who shares his intriguing journey on this episode of the Financial Planner Life podcast. Learn how Jack transitioned from the high-pressure worl…

1
Ep # 163 Carvalhas Port flight 10, 20, 30, 40 year paired with Cuban Punch cigar 47:38

2M ago47:38

47:38

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1
Ep #162 Three summer cocktails with Perdomo 10th Anniversary Champagne 36:05

2M ago36:05

36:05

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1
Ep #161 Heaven's Door Sgl Barrel Caribbean Cask and French Lick Lost River paired with Highclere Castle Cigar 55:16

2M ago55:16

55:16

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1
Episode 008: Lindsey Baird of Oak and Ash Farm 33:34

2M ago33:34

33:34

Send us a Text Message. Episode Title and Description: Nissa sits down to talk with Lindsey Baird of Oak and Ash Farm in Belchertown. This is Part 2 of a two part podcast. Introduction: Welcome to the Massachusetts Farm to Table Podcast where we showcase the passionate farmers, food producers, and chefs who are shaping the farm-to-table movement ri…

1
005: From Speed to Soil - Timo Geis's Journey from Motorsports to Winemaking 47:46

2M ago47:46

47:46

How does a love for motorcycles and racing cars transform into a passion for natural wine? Join us as we uncover the captivating journey of Timo, a unique individual with a multicultural background spanning from France to Sedona, Arizona. Timo's story begins with an unexpected shift during his college years, thanks in part to a mentor named Richard…

1
Change Manager Olivia Crease on Driving Growth and Innovation at Foster Denovo 27:31

2M ago27:31

27:31

Send us a Text Message. What if navigating the complex world of financial planning could be made simpler and more accessible for everyone? In our latest episode, we sit down with the dynamic Olivia Crease, a change manager at Foster Denovo, to unravel the intricacies of her role in fueling the company’s growth strategy through acquisitions. Olivia …

1
Is Self Employed The Wrong Way To Fix The Financial Adviser Gap? Rob Atherton Shares Why We Need More Employed Options For Trainee Financial Planners. 1:03:07

2M ago1:03:07

1:03:07

Send us a Text Message. Can the financial planning industry sustain itself without adapting to the needs of new talent? Join us on the Financial Planner Life podcast for a thought-provoking conversation with Rob Atherton as we tackle this urgent question. We start by examining entry-level opportunities and the growing debate between employed and se…

1
Ep #160 Brenne French Sgl Malt and Stauning Danish Whisky paired with Cuban R&J # 3 42:59

2M ago42:59

42:59

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

2M ago53:23

53:23

Send us a Text Message. 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 …

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

2M ago1:11:10

1:11:10

Send us a Text Message. 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 wome…

1
Ep #159 Ardbeg Bizarre BBQ and Ardbeg Scorched paired with Placencia 151 Cosecha 47:35

2M ago47:35

47:35

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1
Episode 007: Lindsey Baird of Oak and Ash Farm 30:51

2M ago30:51

30:51

Send us a Text Message. Episode Title and Description: Nissa sits down to talk with Lindsey Baird of Oak and Ash Farm in Belchertown. This is Part 1 of a two part podcast. Introduction: Welcome to the Massachusetts Farm to Table Podcast where we showcase the passionate farmers, food producers, and chefs who are shaping the farm-to-table movement ri…

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

3M ago11:39

11:39

Send us a Text Message. 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 conten…

1
Ep #158 Limavady singel barrel and Writer’s Tears Cask strength paired with Henry Clay War Hawk 50:05

3M ago50:05

50:05

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1
Episode 006: Jody Jess of Buckhill Homestead Farm 43:48

3M ago43:48

43:48

Send us a Text Message. Episode Title and Description: Nissa sits down to talk with Jody Jess of Buckhill Homestead Farm Introduction: Welcome to the Massachusetts Farm to Table Podcast where we showcase the passionate farmers, food producers, and chefs who are shaping the farm-to-table movement right here in Massachusetts.. Guest Information: Jody…

1
Sam Mitchell Game 3 12:18

3M ago12:18

12:18

Sam Mitchell scored another win last week, so he's now back for our season 14 finale! Will he win again and be back for season 15? Listen in, play along, and find out! Here are today’s clues: 1. Jim, shine, high, moon. 2. savings, retelling, number, joint. 3. compel, police, fumble, gravity. 4. Champions, menu, second, cereal.…

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

3M ago52:37

52:37

Send us a Text Message. 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 i…

1
Ep # 157 part 2. A 4 course meal; Cuban Partagas Lusitania paired Ferrand 10 Generations Cognac and Taylor Fladgate 20 yo Tawny Port 42:37

3M ago42:37

42:37

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1
Sam Mitchell Game 2 11:25

3M ago11:25

11:25

Sam Mitchell is back again after an impressive win last week. Listen in and play along! Here are today’s clues: 1. spring, fastener, Swingline, hinge. 2. copy, jam, tray, cartridge. 3. bug, programming, date, 90s. 4. Ric, piece, panache, embellishment.By Oakes Media Group

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