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The Trade Up Podcast

John Finan & Lisa Brandt

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The Trade Up Podcast is your guide to understanding, navigating, and excelling in the world of a career in the trades. Join John Finan and Lisa Brandt, co-authors of TRADE UP, as they delve into why the trades stand out as a compelling career choice for the younger generation. Uncover the various pathways leading to a successful entry into the trades and gain insights on how to thrive in this field. Tune in to hear firsthand experiences from individuals thriving in the industry.
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Hello and welcome to The Impactful Ninja Show! I'd love to welcome you to one of our video podcasts 💚 *** THE MOST IMPORTANT LINKS FIRST: 👉 Podcast page: https://impactful.ninja/podcast/ 📬 Newsletter: https://impactful.ninja/newsletter/ *** CONNECT WITH US ON OUR OTHER SOCIAL CHANNELS: 📸 Pinterest: https://www.pinterest.com/ImpactfulNinja/ 💼 LinkedIn: https://www.linkedin.com/company/ImpactfulNinja/ 🐦 Twitter: https://twitter.com/ImpactfulNinja/ *** Stay impactful 💚 Dennis
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As a former Financial Consultant for Bridge Financial Group (NY) and MBA graduate with top honors (Magna Cum Laude) from Wagner College, I feel it's my duty to inform members of my community and and abroad about issues that have a net tangible effect on our everyday lives...from Finances/Investments to the affect of Politics, social media and entertainment.
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MultiVu Consumer News

MultiVu, A PR Newswire Company

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MultiVu, a PR Newswire company, provides unsurpassed broadcast and multimedia production and global distribution services to companies worldwide who seek to reach the media, financial community and general public with their visual messages.
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The Last Kingdom With Mary & Blake is dedicated to the hit TV show from NETFLIX, The Last Kingdom. In The Last Kingdom with Mary & Blake, The Last Kingdom podcast hosts Mary and Blake dive in head first on character, theme, favorite moments, production, predictions and every facet you can think of for The Last Kingdom on Netflix. We have not read the books, and are podcasting this show one episode at a time. So this is a spoiler free podcast! We firmly believe in the separation of book and s ...
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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 industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! 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 ...
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When donating shoes to kids in poverty, did you know that we can have about five times the positive impact when donating a shoe that grows? This and so much more is what you'll learn in our conversation together with Andrew Kroes from Because International! 👇 *** THE MOST IMPORTANT LINKS FIRST: 👉 Episode page: https://impactful.ninja/how-the-shoe-t…
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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…
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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…
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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…
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Did you know that about 50% of US produce goes to waste while tens of millions of people suffer from food insecurity? This and so much more is what we'll talk about in our conversation together with Gary Oppenheimer from AmpleHarvest.org! 👇 *** THE MOST IMPORTANT LINKS FIRST: 👉 Episode page: https://impactful.ninja/how-to-enable-gardeners-to-share-…
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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…
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Did you know that providing basic hygiene needs is one of the best ways to improve the health and well-being of those who are struggling? This and so much more is what you’ll learn in our conversation together with Meghan Freebeck from Simply the Basics! 👇 *** THE MOST IMPORTANT LINKS FIRST: 👉 Episode page: https://impactful.ninja/how-to-make-hygie…
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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…
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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…
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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…
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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…
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Did you know that not all carbon offsets are the same, and that we need to remove our carbon emissions permanently to have a chance to reach our climate goals? This and so much more is what you’ll learn in our conversation together with Paolo Piffaretti from CARBON X! 👇 *** THE MOST IMPORTANT LINKS FIRST: 👉 Episode page: https://impactful.ninja/how…
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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…
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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…
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Did you know that the number one priority for too many kids going to school is simply to ensure that they are safe? In today's episode, we will share how Michael Finan from Will You Hear Me Now? fights to make schools safer across America. 👇 *** THE MOST IMPORTANT LINKS FIRST: 👉 Episode page: https://impactful.ninja/how-to-address-gun-violence-in-s…
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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…
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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…
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Did you know that drones and AI could be amazing tools to restore our forests? Well, this and so much more is what you'll learn in our conversation together with Pascal Asselin from MORFO! 👇 *** THE MOST IMPORTANT LINKS FIRST: 👉 Episode page: https://impactful.ninja/how-drones-ai-restore-ecosystems-and-rainforests/ 📬 Newsletter: https://impactful.n…
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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…
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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…
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Did you know that one of the most effective ways to protect our rainforests is to give directly to the people living there? Well, then you'll enjoy our conversation together with Michael Owen from Cool Earth! 👇 *** THE MOST IMPORTANT LINKS FIRST: 👉 Episode page: https://impactful.ninja/how-supporting-indigenous-peoples-protects-our-rainforests/ 📬 N…
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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 …
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Did you know that empowering youth is one of the best ways to help them overcome poverty for good? Well, then you'll enjoy our conversation together with Gaston Warner from Zoe Empowers! 👇 *** THE MOST IMPORTANT LINKS FIRST: 👉 Episode page: https://impactful.ninja/how-to-empower-orphans-overcome-poverty-for-good/ 📬 Newsletter: https://impactful.nin…
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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…
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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…
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Have you ever wondered about getting a great climate-friendly gift? Then you'll really enjoy our conversation together with Laura, Siobhan, and Tessaria from Thanks A Ton! 👇 *** THE MOST IMPORTANT LINKS FIRST: 👉 Episode page: https://impactful.ninja/how-to-make-a-climate-impact-with-gift-cards/ 📬 Newsletter: https://impactful.ninja/newsletter/ 🪨 Th…
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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…
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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…
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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…
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Have you ever wondered what effective altruism is and how it can help make the world a better place? Then you'll really enjoy our conversation with David Allis from Better World! 👇 *** THE MOST IMPORTANT LINKS FIRST: 👉 Episode page: https://impactful.ninja/how-to-change-the-world-for-the-better/ 📬 Newsletter: https://impactful.ninja/newsletter/ 🌐 B…
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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…
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Have you ever wondered what would be the easiest way to make our neighborhoods greener and at the same time instill a love of nature in our kids? Then you'll really enjoy our conversation with Vikas Narula, the founder of Neighborhood Forest. 👇 *** THE MOST IMPORTANT LINKS FIRST: 👉 Episode page: https://impactful.ninja/how-to-instill-a-love-of-natu…
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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…
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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…
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Did you know that ranking on Google could be one of the best investments for any purpose-driven business to make a bigger positive impact? You'll learn this and so much more from our conversation with Michael Ofei, the founder of KindMark. 👇 *** THE MOST IMPORTANT LINKS FIRST: 👉 Episode page: https://impactful.ninja/how-to-get-sustainable-traffic-f…
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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…
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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…
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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…
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Did you know that mapping trees is a great way to help protect and preserve them? Well, this and much more is what you'll learn in our conversation with Jonathon Jones, the founder of tremap. 👇 *** THE MOST IMPORTANT LINKS FIRST: 👉 Episode page: https://impactful.ninja/how-mapping-trees-increases-their-survival/ 📬 Newsletter: https://impactful.ninj…
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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…
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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…
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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…
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When it comes to your kitchen waste, have you ever thought that there should be an easy way to figure out which items you can compost and which ones you can't? Well, then you’ll enjoy our conversation with Bálint Kőrösi from Can I Compost It? 👇 *** THE MOST IMPORTANT LINKS FIRST: 👉 Episode page: https://impactful.ninja/how-to-make-composting-easy/ …
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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 …
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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…
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Have you ever how you can buy more sustainable sneakers, that use fewer materials, and have a local supply chain? Well, then you'll enjoy our conversation with Michael Rich from PSUDO! 👇 *** THE MOST IMPORTANT LINKS FIRST: 👉 Episode page: https://impactful.ninja/how-to-make-sneakers-sustainable/ 📬 Newsletter: https://impactful.ninja/newsletter/ 👟 P…
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