Best Trainee Financial Adviser Podcasts (2024)

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How I achieved £500,000 turnover as a self employed financial planner with Foster Denovo 46:47

3h ago46:47

46:47

Send us a text Ever wondered what it takes to successfully transition from product sales to holistic financial planning? Today, Financial Planner Life host Sam Oakes sits down with Nikos Christoforou, a Senior Partner at Foster Denovo, to uncover the challenges, mindset shifts, and strategies that can make or break a career in financial planning. I…

1
Why I Closed My 17k Follower LinkedIn Account and Started Again! | Ep 334 13:54

3h ago13:54

13:54

In this episode, I’m diving into the surprising decision to delete my LinkedIn account with 17,000 followers and start over from scratch. 💥 If you think follower count is everything, I’m here to challenge that mindset! I’ll share why it’s not about numbers but engagement and the real impact of building a targeted, niche audience that generates lead…

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Why Every Adviser NEEDS Two Systems To Succeed! | Ep 333 14:03

8d ago14:03

14:03

In this episode, I dive into why financial advisers and mortgage brokers can no longer rely on just one system to run their businesses, and I explain the critical need for a compliance system AND a separate system to handle marketing, sales, and client management. 🚀 Discover how automation and Active CRM can save you time, boost your sales, and hel…

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Part-Time Financial Planner, Why it works for me! 53:41

3h ago53:41

53:41

Send us a text Join us for an insightful conversation with Paula Leitch, a trailblasing part-time financial planner whose journey took her from Australia to the heart of Dublin's financial sector. Throughout our discussion, we explore her strategic decision to embrace part-time work, allowing her to balance a fulfilling career with family life, Sam…

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You're Losing Sales Without This High-Converting Funnel! | Ep 332 14:16

6d ago14:16

14:16

Struggling to turn leads into sales? 🚀 In this episode, I explain how a high-converting marketing funnel can transform your business. Whether you're in financial services, mortgage advising, or any service-based industry, you'll learn how to attract, nurture, and convert leads into loyal clients using proven funnel strategies. If you want to watch …

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Paraplanning Disruptor - How 'Parapool' is creating a gig economy for Paraplanners! With Rebecca Livesey 54:33

7d ago54:33

54:33

Send us a text In this episode of Financial Planner Life, Rebecca Livesey introduces Parapool, a gig-based, online marketplace that is revolutionising the paraplanning profession. By offering a flexible and scalable marketplace for paraplanners and financial advisers, Parapool addresses the current issues of rising paraplanning costs and talent sho…

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Financial Coaching vs. Financial Planning: Insights from Money Coach Alina Burlacu 55:34

16d ago55:34

55:34

Send us a text In today's episode of Financial Planner Life, Alina Burlacu, financial coach (and qualified financial planner) shares her insights on the evolving role of financial coaching. Alina discusses her transition into coaching, highlighting how her experience in her profession, as well as financial planning, enables her to address the emoti…

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Systemise Your Financial Services Business For More Time & Freedom | Ep 331 12:46

15d ago12:46

12:46

In this episode, learn how to systemise and automate your financial services business to reclaim your time and achieve true freedom. If you're overwhelmed by daily tasks or struggling to scale, this episode breaks down the key steps to streamline your operations, automate tasks, and create a seamless customer journey ⏰. What you will learn: 💼 Why s…

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Supporting Women's Wellbeing in the Workplace: Emma Hall's Journey in Financial Planning 48:35

15d ago48:35

48:35

Send us a text In this episode of Financial Planner Life, we are joined by Emma Hall, Chartered Financial Planner of the Year, who shares her career journey through a lens focused on workplace flexibility, women's wellbeing support, and mental health policies - and how these are essential for creating a thriving and resilient firm. For women in fin…

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6 Steps to Scale Your Financial Services Business | Ep 330 12:49

1M ago12:49

12:49

In this episode, we dive deep into the GROWTH Model, a powerful 6-step framework designed to skyrocket your financial services business. Whether you're just starting out or scaling an established business, this model will guide you to generate more leads, refine your sales strategy, and optimise systems that create predictable and sustainable succe…

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Breaking the Age Bias: Investing in the Next Generation of Financial Planners with Kate Bailey and Ryan Milne 1:00:15

21d ago1:00:15

1:00:15

Send us a text In this episode, Managing Director, Kate Bailey, and Associate Partner, Ryan Milne, explore how mentorship, training, and succession planning are driving the next generation of success in the profession. With a rapidly aging adviser workforce and a looming talent shortage, investing in young financial planners is more important than …

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Leadership & Perfecting Career Development Frameworks in Financial Planning - Helen Lovett - COO at Foster Denovo 48:31

27d ago48:31

48:31

Send us a text Ever wondered how to create a thriving workplace that benefits employees, shareholders, and clients alike? Don't miss our enlightening conversation with Helen Lovett, COO of Foster Denovo, as she uncovers the power of clear career development frameworks. Learn firsthand why their strategic focus has elevated employee engagement and c…

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Steal My DM Strategy And DOUBLE Your Leads!! | Ep 329 8:44

1M ago8:44

8:44

In this episode, I reveal the DM strategy that’s helped me double my leads and grow my business using social media! It’s not about spamming or selling instantly—it’s about building real relationships that turn followers into booked calls. 💬 I’ll show you how to monetise your audience and make your social media work for you. 🚀 🔑 What you will learn:…

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From Fitness to Finance: Tom Mangan's Journey to Becoming a Successful Young Financial Planner 1:01:19

29d ago1:01:19

1:01:19

Send us a text Join us for an inspiring conversation with Tom Mangan, a financial planner at St James's Place, who transitioned from the fitness industry to financial planning. Discover how Tom's sports-centered upbringing, marked by his time playing football at Aston Villa and running a private training business, imparted essential qualities like …

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Risk Vs Reward, Career Lessons from Terry Smith CEO of Fundsmith 41:47

1M ago41:47

41:47

Send us a text In this episode of Financial Planner Life, Chris Ball (CEO of Hoxton Wealth) steps in as host while Terry Smith, CEO of Fundsmith (and often referred to as the UK's answer to Warren Buffet), shares his fascinating journey from a career at Barclays Bank to becoming a widely known financial services disruptor! Starting in banking, he w…

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The Top Five Lead Magnets Perfect For Your Niche! | Ep 328 9:56

2M ago9:56

9:56

In today’s episode, we dive into the top 5 lead magnets every business needs to convert social media followers into valuable leads and grow your email list. Whether you're a mortgage adviser, financial planner, or entrepreneur, these powerful strategies will help you attract and engage potential clients by offering something of real value. 🎯 Here’s…

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Women, Wealth and Podcasting: Tracy Brookes' Journey Through Her Financial Planning Career 46:08

1M ago46:08

46:08

Send us a text In this episode of Financial Planner Life, host Sam Oakes sits down with financial planner Tracy Brookes for an honest and open conversation about her journey into the financial planning profession. Join us as Tracy discusses her remarkable journey from a chartered financial planner to becoming an influential voice in the financial p…

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Powerful Content Marketing to Attract Leads & Dominate Your Niche | Ep 327 13:45

2M ago13:45

13:45

🎙 Learn why 74% of businesses fail to create enough content to attract clients. Discover how to become a content marketing machine with a simple process. We'll cover how to define your niche, create problem-focused content, and choose the right platform to reach your audience. Find out how to make high-quality video content and consistently generat…

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From Retail to Financial Planning: The Transformative Journey of Godfrey Asare 1:01:36

2M ago1:01:36

1:01:36

Send us a text Discover the transformative journey of Godfrey Asare, who transitioned from the food retail sector to becoming a successful financial planner, all while emphasizing the importance of financial literacy for everyone. This episode promises to unravel Godfrey's incredible story—from working at Waitrose, Itsu, and Marks and Spencer to hi…

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The #1 Lead Generation Hack to Double Your Business Fast | Ep 326 7:19

2M ago7:19

7:19

Are you struggling to generate enough leads for your business? In this episode, I’m sharing the #1 lead generation hack that will help you double your business in just 12 months! 💥 Whether you’re just starting out or a seasoned entrepreneur, this simple strategy—leveraging Google reviews and a referral program—will bring in more clients without spe…

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From Accounting to Financial Planning: Charley Smith’s Journey to Success 38:08

2M ago38:08

38:08

Send us a text Have you ever wondered what it’s like to make the leap from the UK to Dubai for a career in financial planning? In this episode, we sit down with Charley, a UK-born client services manager, to delve into her journey of transitioning from accounting in the UK to working in international financial planning in Dubai. Charley shares her …

1
From Admin to Paraplanner to Practice Manager - Paula Guedes Inspiring Journey in Financial Planning 44:54

2M ago44:54

44:54

Send us a text What does it take to transition from an administrative role to a technical expert in financial planning? Join us as we talk with Paula Guedes, a dynamic practice lead at Foster Denovo. Paulas journey from Brazil to the UK, pursuing a master's in finance and economics, and working her way up from an entry-level position to a chartered…

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How to Hit Your Financial Targets by Reverse Engineering Sales | Ep 325 7:22

2M ago7:22

7:22

In this episode, I dive deep into the essential strategy of reverse engineering your sales numbers to achieve your business and financial goals. Whether you're a business owner, entrepreneur, or sales professional, understanding your key metrics is critical to building a successful business. 🔥 Complete the Scorecard to Understand How To Grow Your B…

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Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success - Ellie Gracie from Hoxton Wealth 37:55

2M ago37:55

37:55

Send us a text Unlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from Hoxton Wealth who traded the historic streets of Edinburgh for the bustling avenues of Dubai. Ellie recounts her adventure of diving headfirst into Dubai’s high-energy, opportunity-laden …

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From Graduate to Chartered Financial Planner & what I do in the paraplanner club - Matt Finch 36:08

2M ago36:08

36:08

Send us a text From his humble beginnings as an administrator to his current role managing a client book as a financial planner in an investment Managment company , Matt's journey is nothing short of inspiring. He offers invaluable insights into the importance of a holistic, personalised approach to financial planning, and shares his experiences wo…

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Why Only 11% of Businesses Succeed: The Secret to Client Problem-Solving | Ep 324 7:52

2M ago7:52

7:52

In this episode, we dive deep into a game-changing insight for your business: understanding and solving your clients' problems. Did you know that only 11% of business owners truly grasp the top 20 problems their clients face? This critical knowledge can set you apart from the competition and skyrocket your success. Key Takeaways: The importance of …

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

2M ago44:31

44:31

Send us a text 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. Discover h…

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The 5 Biggest Hurdles in Growing a Financial Services Business | Ep 323 12:34

2M ago12:34

12:34

Are you a financial adviser or business owner struggling to grow your practice? In this episode, I dive deep into the 5 biggest hurdles that are holding back financial services professionals from reaching their full potential. From the challenges of generating consistent leads to the complexities of scaling your business, I cover it all. In This Ep…

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

3M ago1:04:40

1:04:40

Send us a text 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 professio…

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

3M ago45:25

45:25

Send us a text 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 benefits an…

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Transform Your Business with Video Content! | Ep 322 7:35

3M ago7:35

7:35

In this episode, I dive deep into the world of content creation and why it’s crucial for every entrepreneur and business owner in 2024. If you’re still making excuses for not producing content, this episode will change your mindset. I share my personal journey from avoiding marketing to mastering video content and building a thriving business. Key …

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

3M ago27:30

27:30

Send us a text 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 motivations…

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

3M ago30:02

30:02

Send us a text 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 understandin…

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5 Essential Steps to Grow Your Business to a Million Pounds! | Ep 321 10:02

3M ago10:02

10:02

Welcome to this episode where I unveil the 5 essential steps to elevate your business to a million pounds! If you're a business owner striving for significant growth, this episode is packed with actionable strategies that will guide you on your journey to financial success and lifestyle transformation. In This Episode, You Will Learn: Focus on One …

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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

3M ago56:44

56:44

Send us a text 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 to the p…

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

3M ago57:50

57:50

Send us a text 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 industry lands…

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No Online Content = No Leads | Ep 320 8:43

3M ago8:43

8:43

In this episode, we dive deep into the critical role of consistent content creation in driving business growth and attracting leads. Discover why 74% of business owners struggle to engage their ideal clients and how you can join the successful 26% by regularly producing compelling content. 🔥 Sign up to The Growth Newsletter for actionable tips to h…

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

3M ago1:27:34

1:27:34

Send us a text 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, and its…

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

4M ago49:06

49:06

Send us a text 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 changing ca…

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67% Of Businesses Are Not Using Email Marketing! | Ep 319 6:47

3M ago6:47

6:47

In this episode, we dive into a surprising statistic: 67% of businesses are not using email marketing. If you're one of them, you're leaving money on the table! Join me as I explore the untapped potential of email marketing and how it can significantly boost your revenue. Key Highlights: The Untapped Potential of Email Marketing: Learn why email ma…

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

4M ago54:46

54:46

Send us a text 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, including…

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Avoid This Costly Niche Mistake | Ep 318 7:40

4M ago7:40

7:40

In this episode, join me as I delve into the lessons learned after I ventured into the broader realms of coaching and consultancy without a niche. After 18 years of success through specialised services and content marketing, I expanded my target audience, only to encounter unexpected challenges. What You'll Learn: Identify Your Niche: Understand th…

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

4M ago54:33

54:33

Send us a text 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 employed, e…

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

4M ago47:50

47:50

Send us a text 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 episode in the…

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5 Valuable Strategies To Explode Business Growth | Ep 317 9:48

4M ago9:48

9:48

In this episode, dive deep into five transformative strategies guaranteed to explode your business growth. We’ll explore practical tips and real-world examples of businesses that have successfully implemented these strategies to achieve remarkable success. What You'll Learn: The Power of Personal Branding: Understand how to effectively package and …

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

4M ago50:48

50:48

Send us a text 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 influence …

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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

4M ago1:03:54

1:03:54

Send us a text 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 world of teac…

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The Reason Your Business Isn't Growing | Ep 316 9:42

4M ago9:42

9:42

In this episode, we delve deep into why many businesses struggle to grow and how you can turn the tide for your venture. Join us as we explore five critical areas that often hold businesses back and discover actionable strategies to overcome these challenges and propel your business into new heights of success. Key Insights You’ll Gain: Market Satu…

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Motivation: The 5 Reasons You’re Not Hitting 7-Figures 7:13

4M ago7:13

7:13

In this episode, we dive into the challenges and solutions to maintaining motivation as a business owner. Gary, a seasoned lifestyle entrepreneur, shares five transformative tips that have revolutionised his approach to business and personal growth. Whether you're struggling with daily tasks or looking for a way to reignite your entrepreneurial spi…

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5 Habits Keeping Business Owners Stuck & How To Break Them | Ep 314 7:32

5M ago7:32

7:32

In this episode, we will explores the five common habits that often keep business owners stuck in a rut and prevents them from achieving the success they desire. Drawing from his own experiences of balancing a family life with managing multiple businesses since 2006, Gary offers practical advice and proven strategies to help you transform these hab…

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Trainee Financial Adviser Podcasts

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