Best Trainee Financial Adviser Podcasts (2024)

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

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
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

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
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
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
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

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 …

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
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
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

3M 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
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
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
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
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
LinkedIn Lead Generation for Financial Planners 1:19:14

9M ago1:19:14

1:19:14

Send us a Text Message. 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 uti…

1
Supercharging Financial Planning Through Award Winning Administration 59:17

9M ago59:17

59:17

Send us a Text Message. 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 I…

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

10M ago1:02:47

1:02:47

Send us a Text Message. 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 aware…

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

10M ago1:13:55

1:13:55

Send us a Text Message. 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…

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

10M ago1:13:04

1:13:04

Send us a Text Message. 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 emp…

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

10M ago17:43

17:43

Send us a Text Message. 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…

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

10M ago1:07:09

1:07:09

Send us a Text Message. 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, Sama…

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

10M ago20:16

20:16

Send us a Text Message. 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 c…

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

11M ago1:29:27

1:29:27

Send us a Text Message. 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…

1
The Financial Planner Life Academy 41:16

11M ago41:16

41:16

Send us a Text Message. 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 …

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

11M ago1:28:15

1:28:15

Send us a Text Message. 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 th…

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

11M ago51:45

51:45

Send us a Text Message. 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 ca…

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