Best Finans Podcasts (2024)

1
Jennifer Finan: From Leading with Purpose to Building High Performing Teams 35:30

14d ago35:30

35:30

Leadership isn't always about grand childhood dreams and a meteoric rise to the top. Sometimes, the most inspiring journeys are paved with quiet determination and a commitment to growth. In this episode, we explore the remarkable career of Jennifer Finan, who played a crucial role in shaping my own professional path. Stepping away from the traditio…

1
Melissa Guerrero: Keys to Life and Real Estate with #MelGotYourKeys 1:17:03

1h ago1:17:03

1:17:03

Join me as I sit down with Melissa Guerrero, an exceptional Realtor whose journey embodies resilience and passion. Melissa's vibrant personality and zest for life shine through as she shares her story. Diving into Melissa's story, we explore her roots in West Hartford, CT, where she absorbed the town's spirit, shaping her perspective on life and bu…

1
Exploring Better Ways of Preparing a Skilled Workforce 29:12

4h ago29:12

29:12

George Vassallo is the CEO of one of Canada's oldest construction firms - Bothwell-Accurate. He wondered if other countries had better ways of preparing a skilled workforce, so he went on a multi-country tour to find out. He shares what he learned from his tour and from growing his business, with John Finan on this episode of The Trade Up Podcast.…

1
David Cruz - Candid Talk about History, Public Speaking, Travel and more 50:43

7d ago50:43

50:43

Join me for an engaging episode filled with a candid conversation as we explore the diverse interests and adventures of my good friend David Cruz. In this episode, we delve into a wide array of topics, starting with David's appreciation for history, ranging from American history to the rise and fall of the Roman Empire, and the pivotal moments of W…

1
The Mental Edge: How Rajai Davis Used Faith in God to Master the Mind & Thrive in MLB 43:43

10d ago43:43

43:43

Former Major League Outfielder, Rajai Davis, steps up to the plate on Your Platform Podcast. We delve into his 14-year MLB career, where he etched his name in baseball history with a memorable game tying home run in the 2016 World Series. This episode goes beyond the iconic moment. We explore Rajai's path from overcoming early-career hurdles to bec…

1
Milsurp World Episode #54: Country Overview Series (Italian Infantry Rilfes 1870 to 1945) 2:52:01

10d ago2:52:01

2:52:01

Join Aaron, Danny, Cody, James, and Diego as we discuss Italian infantry rifles. Support the showBy Aaron

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

9d 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

10d 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
Lisa & John Talk News 30:20

13d ago30:20

30:20

On this episode of The Trade Up Podcast, Lisa Brandt gets John Finan's thoughts on why there are more sign-ups for trades than in the past ten years, but certification numbers are low. Also, should we worry that Alberta is trying to poach skilled Ontario journeypeople? And John and Lisa share lessons they learned from their Dads about life and busi…

1
Joe Delacruz: Breaking the Stigma: Empowering Families Facing Addiction with Community Speaks Out 40:12

21d ago40:12

40:12

This episode of Your Platform dives into the devastating impact of addiction on families and communities. We'll be joined by the President, Joe Delacruz, of Community Speaks Out, a non-profit organization dedicated to education, prevention, and offering resources for those affected by addiction. We'll explore the organization's founding story, the …

1
Sang Viens: Beyond the Brow: Sang aka 'Lil Brow Wow' Unveils the Permanent Makeup Journey 45:30

24d ago45:30

45:30

In this episode, we delve into the world of Permanent Makeup (PMU) with Sang Viens, a passionate artist who helps people achieve their beauty goals. Sang shares her journey into PMU artistry and the life-changing benefits it can offer. We explore the different PMU procedures available, the consultation process, and the artistic expertise required t…

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

22d 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
Kelly Lucas: From Rookie to Rising Star: Kelly Thrives in Southeastern Connecticut Real Estate 38:27

1M ago38:27

38:27

This episode features Kelly Lucas, an award-winning realtor with Re/Max Legends, who shares her inspiring journey in the competitive world of real estate. We dive into her impressive achievements, including Rookie of the Year and Rising Star, and explore the unique challenges and rewards of navigating the Eastern Connecticut market. Kelly also shed…

1
A Career Transition into the Trades 24:11

1M ago24:11

24:11

On this episode of The Trade Up Podcast, John chats with Whitney South about her unique career transition from journalism & photography into welding.By John Finan & Lisa Brandt

1
Sit Down with Dom from the It Doesn't Matter Podcast: Celebrating One Year and Talking Baseball 1:11:35

1M ago1:11:35

1:11:35

The It Doesn’t Matter Podcast Journey: We dive into the behind-the-scenes of Dom’s podcasting adventure. From episode one to the big five-two, it’s been a wild ride. Baseball Fever: Dom and I share our love for America’s favorite pastime. Whether it’s heated debates about stats or reminiscing about our favorite games, baseball brings us together. W…

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

1M 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

1M 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
Lauren Nadwairski - Tiger Strength Performance: Strength in Mind and Body 44:01

2M ago44:01

44:01

Join me on this episode of Your Platform Podcast as we delve into the transformative journey of Lauren Nadwairski, the powerhouse behind Tiger Strength Performance in Baltic, CT. From her own remarkable weight loss journey to navigating the challenges of the fitness industry, Lauren shares insights, inspirations, and practical wisdom that transcend…

1
Keith Turner - Number 1 CHFA Loan Originator in Connecticut 46:25

2M ago46:25

46:25

Dreaming of homeownership, but feeling overwhelmed by the mortgage process? This episode is your bridge to success! Join me as I sit down with Keith Turner, a #1 CHFA Loan Originator with over 15 years of experience and 325+ 5-Star Google Reviews. Keith isn't just an expert in mortgages; he's also a former civil and environmental engineer with a fo…

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

1M 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
Trailer: Your Platform Podcast 1:08

2M ago1:08

1:08

Your Platform: Amplifying Your Voice Have a story to tell? Your Platform is the podcast for business professionals, entrepreneurs, small business owners, and anyone with a passion to share. I provide a platform for you to share your journey, challenges, successes, and valuable lessons learned. This one-minute trailer gives you a taste of what you c…

1
Exploring the Pathway to a Career in the Trades 34:03

2M ago34:03

34:03

On this episode of The Trade Up Podcast, John & Lisa chat about how they were inspired to write a book about how young people can find a pathway to a career in the trades. About TRADE UP: Why buy a job when you can start a career? Gone are the days of working an entire career - 40 hours a week for 40 years - doing the same type of work for the same…

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

2M 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

2M 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

2M 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

2M 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
Milsurp World Episode #53: Country Overview Series (Austro-Hungarian Infantry Rilfes 1867 to 1918) 2:25:01

3M ago2:25:01

2:25:01

Join Aaron, Cody, and Sam as we discuss the development of Austria-Hungary's infantry rifles from 1867-1914. Danny also joins us from the bathtub! Support the showBy Aaron/Cody/Sam

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

3M 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

3M 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

3M 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

4M 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
Milsurp World Episode #52: Country Overview Series (Japanese Infantry Rilfes 1880 to 1945) 3:31:00

4M ago3:31:00

3:31:00

Join Aaron, Danny, Michael, and Conrad as we discuss Japanese infantry rifles from 1880-1945. Support the showBy Aaron/Danny/Michael/Conrad

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

4M 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

4M 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

5M 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

5M 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
LinkedIn Lead Generation for Financial Planners 1:19:14

5M 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

6M 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

6M 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
Milsurp World Episode #51: Country Overview Series (German Infantry Rifles 1871 to 1945) 3:00:07

6M ago3:00:07

3:00:07

Join Aaron, Danny, Jared and Chris as we discuss German rifle development from 1871 to 1945. Support the showBy Aaron

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

6M 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
Growing Your Financial Planning Business Through Mental Fitness 1:13:04

6M 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

6M 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

7M 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

7M 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

7M 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

7M 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

7M 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
See it, Believe it, Be it – A Financial Planners Guide to Achieving Career Goals 51:45

7M 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…