Best Paraplanner Podcasts (2024)

1
Global Compliance in Financial Planning: Insights from Paul Tate of Hoxton Capital Management 44:31

3h ago44:31

44:31

Send us a Text Message. Unlock the secrets of global compliance in financial planning with our special guest, Paul Tate, the Global Head of Compliance at Hoxton Capital Management. From his humble beginnings as a financial advisor in South Africa to his influential role in Dubai, Paul shares his compelling journey and the passion that drives him. D…

1
The Transformative Journey of a Young Financial Planner - Dylan Ellis 1:04:40

2h ago1:04:40

1:04:40

Send us a Text Message. Trigger Warning - We discuss Suicide and Addiction. Hosted by: Sam Oakes Guest: Dylan Ellis, Financial Planner at St James's Place Episode Overview: In this deeply insightful episode of the Financial Planner Life Podcast, host Sam Oakes talks with Dylan Ellis, who at just 26 years old has transformed personal adversity into …

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
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
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…

1
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
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

24d 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
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…

1
Building an International Financial Planning Business with $2bil AUM in 6 years! Chris Ball of Hoxton Capital Management 54:46

1M 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
How to Retire Well 15:11

1M ago15:11

15:11

In this episode, Executive PA Carrie sits down with Financial Adviser Glyn to explore the essentials of retiring well. They discuss critical topics such as effective budgeting, the key financial information needed to craft your own retirement plan, potential future uncertainties that might impact your retirement, and additional considerations to en…

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
What does 'true' support look like in Financial Services? 33:00

1M ago33:00

33:00

In this episode, Natalie Dawes - BTS Candidate Support & Business Development Adviser chats with Jennifer Cumberledge of True Potential Wealth Management - a BTS Featured Company. Jen alludes to her own journey within Financial Services and the career progression that she has had, greatly down to the level of support she has received in her roles t…

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
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
Residential Property Investment 13:09

2M ago13:09

13:09

Join Adviser Glyn and Paraplanner Sahiba as they explore residential property investment in the modern market and how it differs from commercial property. Click the link below to our research note if you want to learn more! https://website-public-assets.clarityglobal.com/saleswebsite/research/residential_property_investment.pdf All content reflects…

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

3M 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 …

1
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
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
AF7 Pension Transfers - A Candidate Experience 21:52

3M 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

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
The Importance of Financial Planning for Wellbeing 39:41

3M 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

3M ago56:55

56:55

Send us a Text Message. 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 tre…

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

4M ago31:08

31:08

Send us a Text Message. 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…

1
Equity Investment 15:36

4M 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

4M ago1:29:44

1:29:44

Send us a Text Message. 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 an…

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

4M ago57:18

57:18

Send us a Text Message. 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 …

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

5M ago52:42

52:42

Send us a Text Message. 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 inclusivi…

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

5M ago24:53

24:53

By BTS

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

5M ago57:51

57:51

Send us a Text Message. 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 subsc…

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

5M ago1:05:23

1:05:23

Send us a Text Message. 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…

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

6M 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

5M ago39:59

39:59

Send us a Text Message. 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 pr…

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

6M ago1:04:20

1:04:20

Send us a Text Message. 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 fina…

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

6M ago1:08:03

1:08:03

Send us a Text Message. 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 cul…

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

6M ago56:35

56:35

Send us a Text Message. 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…

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

6M ago58:14

58:14

Send us a Text Message. 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 h…

1
Fixed Interest 9:45

7M 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

7M ago50:01

50:01

Send us a Text Message. 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…

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

7M ago1:11:49

1:11:49

Send us a Text Message. 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 …

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

7M ago1:17:01

1:17:01

Send us a Text Message. 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 proc…

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

8M ago47:42

47:42

Send us a Text Message. 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 …

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

8M ago1:25:50

1:25:50

Send us a Text Message. 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, S…

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

8M ago1:20:34

1:20:34

Send us a Text Message. 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 understandi…

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

9M ago1:16:43

1:16:43

Send us a Text Message. 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…

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

9M ago9:50

9:50

Send us a Text Message. 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…

1
Risk 11:23

9M 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…

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Paraplanner Podcasts

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