All Episodes
Financial Planner Life Podcast — 295 episodes
This CPD Strategy is Like “Netflix For Financial Advisers?!” | Redmill Advance
Building a Financial Advice Client Base From Scratch
From Level 4 To Chartered Financial Planner - Is It Worth It?
Why Financial Advisers Shouldn’t Sign Long-Term AI Contracts - Hardy Michel From Marloo
How A Mortgage Adviser Built A Predictable Income As A Financial Planner
How a Financial Advice Podcast Beat £1 Million in Google Ads for recruitment | New Leaf Distribution
ADHD and Neurodiversity Exam Support for Financial Planning from Redmill Advance & Neurosparks
How UK Planners Can Advise Clients With US Assets
I Switched From Investment Managment to Financial Planning £0 - £40m AUM in 3 years!
How the UK's Youngest Financial Adviser Built a £10 Million AUM Business Before 24 | Romany Youell
Aycan Richards on Building and Exiting a Financial Planning Career in the Middle East | Titan Wealth
How Financial Advisers Are Booking 3 to 5 Client Appointments a Week on LinkedIn | Louis Adkins
LIBF Level 4 Qualification Deep Dive | John Somerville & David Tait
Mother and Daughter Financial Planners: Building a £100M AUM Partner Practice! Adele and Victoria Cable
The Care Conversation Financial Planners Are Missing with Stephanie Leung of KareHero
International Career Advice from a Number 1 Financial Planner at Titan Wealth
39% of people don't trust financial planners, take 'Adviser Advantage' test for free! | Chris Larkin, BigRock
Training to Become a Financial Planner - Exams, Client Meetings & Building in Public
How Tim Brienza Built a £50M Client Base Through Financial Planning
Financial Planners Will Lose Millions, this £10 Tech can solve the Wealth Transfer Problem!
How Financial Planners and Investment Managers Serve Wealthy Families
I left St James's Place for an IFA and Instantly Regretted it!
Are these the Best Paid Jobs and Benefits in Financial Planning? Frazer James, The best should be paid more!!!!
The Truth About Selling an International Financial Planning Business
Are These AI Agents for Financial Planners the best in 2026?
Inside Titan Wealth: James Kaberry & Andrew Fearon on Consolidation, Private Equity and the Future of Financial Advice
Building a Financial Planning Career in Public: Lessons, Risks & Opportunities
From Rugby Player to Financial Adviser: How Titan Wealth’s Sports Academy Supports Career Change
Employed Financial Planner Academy - The Openwork & Redmill Advance Partnership
A Financial Adviser Built AI That Replaced His Job for £149 a Month
Investment Banker to Self Employed IFA - Caroline Laudren
Building An International Financial Advice Powerhouse - Titan Wealth International
How A Paraplanner Became A Financial Planner At Titan Wealth
Redmill Advance: Raising Standards in Financial Planning Education & Qualifications
42-Year Legacy, Startup Energy: Reinventing a Family Advice Firm
How A Career Pivot At 45 Built A Purpose-Led Financial Planning Practice
From 17 Clients to £500M+ AUM: How Marc Norris Built a Thriving Financial Planning Firm
How A 20% Pay Cut Became A Career Breakthrough In Wealth Management
Life as a Hyper Local Female Financial Planner in Bishop’s Stortford
How to Build a Referral-Driven Financial Planning Business with Rosie Hooper
He Built 40 Clients in a Library. Now He Manages £58M AUM
From the Trading Floor To Financial Planner with £70 Million AUM
Active vs Passive investing: A Pointless Debate for Financial Planners?
From JP Morgan to £150M AUM: - Building a Referral-Only Financial Advice Practice
Can 105 Financial Advisers Be Wrong? Find Out!
Working 3 Days a Week as a Financial Planner and Thriving!
Career Tips From Successful Financial Planners Part 2 - Golf Day
Career Tips From Successful Financial Planners Part 1 - Golf Day
How to pass the CII R01-RO6 exams (DipPFS) in 6 months. 2025 update!
85 First Client Meetings in 2 Months, Why I Love Prospecting!
Mortgage Adviser Explains Why She Went Self-Employed - And Will Never Go Back!
So, you want to be a self-employed IFA? Watch this first!
AI Is a Fuel, Not a Tool: Redefining Financial Advice with Saturn - Rohit Vaisha
I never thought someone like me could be a financial planner!
Restricted or IFA? What is best for my Financial Planning Career - with Wayne Griffiths from One Financial Solutions.
Self-Employed Chartered Financial Planner with £10M AUM, By 26 - Lawrence Bearman from Westminster Wealth Management
“Built a £60 million AUM Financial Planning Business After Surviving Cancer” A Foster Denovo Special
From Council Estate to Financial Planning TV & Social Media Influencer!
She left the Army and became a Financial Planner Mum, With St James's Place Academy | Katie Volker
Let Go or Burn Out: Jeri Williams’ Guide to Reclaiming Your Time
He Built £12M AUM With Just LinkedIn and a Laptop - Financial Planner Success! | Aleem Nijabat
Why You Feel Anxious About Money (And Don’t Even Know It) - with Dennis Harhalakis
From ChatGPT to Chat SJP: The AI Revolution at St. James’s Place | John O'Driscoll & Wenyu Bai (SJP)
20 Years, 450+ People: The Foster Denovo Growth Journey with Roger Brosch
From Rejection to Chartered Financial Planner: Jay Dhaliwal's Journey
From Recruiter to £266M Financial Planner | A Career Change That Paid Off - with Vikash Kanani
How Financial Planners Can Win with Marketing in 2025 | Samantha Russell
Paul Jackson from Invesco on Investment Strategy & Career Lessons
Can You Be a Financial Planner with ADHD & Dyslexia?
Hiring Missionaries, Not Mercenaries: How Guy Skinner Built a £1M Financial Planning Firm
Want to Be a Financial Planner? Here’s What You Need to Know! - with Carla Brown
Chris Ball: Hoxton Wealth’s Big Plans for 2025
Performance Coaching for Financial Planners: Unlock Your Full Potential - with Tony Fields
Crypto, ETFs & Big Money—Why Institutions Are Moving Into Bitcoin. - With Lisa Tyshchenko
Want to Grow as a Financial Planner? Build the Right Team Around You - with Joanna Butler
Father & Son in Finance: How St. James’s Place Academy Shapes Careers & Succession
Behind the Headlines: Neil Woodford Reflects on His Career
Go All In on Your Niche When Building a Financial Planning Business from Scratch - Rohit Rohela
Switching From Mortgage Adviser to Chartered Financial Planner With Charlotte Walters
Starting a Financial Planning Career at 50 & Writing £400k in Year 1 at Foster Denovo
From Classroom to Client Meetings: Laura North's Journey from Teacher to Financial Planner
From Kyrgyzstan to UK Financial Planner: Cholpon Djanuzakova - Why Mindset And Hardwork, Always Wins!
What A Paraplanning Manager Does And How To Get Ahead In Your Paraplanner Career.
How we built a £2.5 Billion lending business, and why we are doing it again with TAB!
Financial Coaching: The Content Creation Gap in Financial Planning with Peter Komolafe (Conversation of Money)
Interview with David Kneeshaw, Group Chief Executive of International Financial Group Limited (IFGL)
How I achieved £500,000 turnover as a self employed financial planner with Foster Denovo
Part-Time Financial Planner, Why it works for me!
Paraplanning Disruptor - How 'Parapool' is creating a gig economy for Paraplanners! With Rebecca Livesey
Financial Coaching vs. Financial Planning: Insights from Money Coach Alina Burlacu
Supporting Women's Wellbeing in the Workplace: Emma Hall's Journey in Financial Planning
Breaking the Age Bias: Investing in the Next Generation of Financial Planners with Kate Bailey and Ryan Milne
Leadership & Perfecting Career Development Frameworks in Financial Planning - Helen Lovett - COO at Foster Denovo
From Fitness to Finance: Tom Mangan's Journey to Becoming a Successful Young Financial Planner
Risk Vs Reward, Career Lessons from Terry Smith CEO of Fundsmith
Women, Wealth and Podcasting: Tracy Brookes' Journey Through Her Financial Planning Career
From Retail to Financial Planning: The Transformative Journey of Godfrey Asare
From Accounting to Financial Planning: Charley Smith’s Journey to Success
From Admin to Paraplanner to Practice Manager - Paula Guedes Inspiring Journey in Financial Planning
Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success - Ellie Gracie from Hoxton Wealth
From Graduate to Chartered Financial Planner & what I do in the paraplanner club - Matt Finch
Global Compliance in Financial Planning: Insights from Paul Tate of Hoxton Capital Management
The Transformative Journey of a Young Financial Planner - Dylan Ellis
Why Switching from Mortgage Advice to IFA is a good idea! With Daniel Hobbs of New Leaf
Life Protection, Careers and International Opportunities at Hoxton Capital with new hire Adrian Benjamin and Sam Oakes
Financial Planning Talent Attraction and Management with Helena Bogdanovski of Foster Denovo
Why I didn't take recruiter advice, and how I secured my first job in Financial Planning as a Financial Planner! Tom Brookes
Unlocking Success in Global Financial Advice: Insights from Dubai with Jacob Hall of Hoxton
Emotional Intelligence in Financial Planning with James Woodfall & Sam Oakes
From Luxury Cars to £63m in AUM, a Financial Planning Career Pivot With Nathan Ind of St James's Place
Building an International Financial Planning Business with $2bil AUM in 6 years! Chris Ball of Hoxton Capital Management
Unlocking Career Growth: Sean Banks on Financial Planning, Mentorship, and Navigating Career Transitions
Jonathon Jay - Why I joined Hoxton Capital Managment as Managing Director of UK Financial Planning - With Your Host Sam Oakes
How I 6x My Turnover as a Financial Planner - Tom Schofield of Foster Denovo shares with Sam Oakes
Sam Oakes Talks to Jack Dudley about his career change, from teaching to financial advice and how to get a job in financial planning.
Change Manager Olivia Crease on Driving Growth and Innovation at Foster Denovo
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.
St James's Place Adviser Academy Update 2024 - A Deep Dive Into Terms 5 & 6 with Gee Foottit
Ceri Griffiths - Why I Work With Women Divorcing Multi Millionaire CEO's - Niche Financial Planning.
Life’s Good - It’s The Disease That’s The Problem. Financial Education Through Personal Tragedy
How I cold called my way to £100,000,000 AUM, emotional intelligence and financial planning training with - Paul Taylor
Apprenticeship v University, Early Financial Planning career development at Foster Denovo with Ryan Edwards
What happens after the St James's Place Academy? My 3rd year as a Financial Planner - Natasha Percy-Baxter
8 Promotions in 7 years at Foster Denovo, a Financial planning career development deep dive with Josie Freeman
Redefining Financial Planning Through Diversity and Education with Guest Phoebe Ellis
Crafting a Legacy Beyond Profit: The Ethical and Community-Centric Approach of Altor Wealth Management
Shaping the Next Generation of Financial Advisers with Expert Guidance from Matt Fowler of St James's Place
The Power of Alignment: Culture, Values, and Growth Mindset’ with Roger Brosch, CEO of Foster Denovo
Exploring Gen AI's Transformative Impact on Financial Advice and Compliance - Fintech Special
Alan Smith from Capital Asset Managment, The Bullet Proof Financial Planner - Host of TRAP Podcast, talks Innovation and careers in Finanical Planning
Turning Personal Loss into Professional Growth: Guy Skinner's Journey in Life Protection and Financial Planning
Orann Coyle – financial planning client acquisition via Instagram!
Taking a career leap: What’s holding you back?
Achieving your career goals in financial planning
How to set up your own financial planning business
How to be the best Financial Adviser you can be
Paraplanners – The Engine Behind a Truly Successful Financial Planning Firm
Building a Financial Planning Business with Purpose
Pursuing Progression in Your Financial Planning Career
How YOU can find a job in the finanical planning profession, without the need of a recruiter!
LinkedIn Lead Generation for Financial Planners
Supercharging Financial Planning Through Award Winning Administration
Why You Should Become a Financial Planner: Live from Changefest
CRMs in Financial Planning with Wealth Dynamix and Plannr
Growing Your Financial Planning Business Through Mental Fitness
How To Become A Paraplanner in Financial Planning. Financial Planner Life Academy Focus ( taken from YouTube video)
More Women are Needed in Wealth Management – Female Financial Planners Unite!
A Guide To Financial Advice Administration, Financial Planner Life Academy Focus (from YouTube)
Building a YouTube personal brand with Financial Planner George Agan
The Financial Planner Life Academy
Transitioning from Legal to Financial Planning
See it, Believe it, Be it – A Financial Planners Guide to Achieving Career Goals
Make Sales Great Again – The Forgotten Code in Financial Planning
Cultivating an Attitude of Gratitude when Building an IFA Practice
Unleash Your Potential – Embracing Self Employment as a Financial Planner
Financial Planning Blueprint for Career Success with Warren Shute
From Restricted Adviser to Independent Financial Planner
Insights from the Experts - Sustainable Financial Planning
Paraplanner to Financial Adviser – No need to wait!
POV of a Financial Planning Company Director
Build Better Relationships in Financial Planning
Tools for Quick Success When Running Your Financial Planning Business
Chartered Financial Planner & Company Director at 24
Building Career Confidence in Financial Planning
New Business Opportunities In Corporate Financial Advice
Inclusivity and Diversity in Financial Planning
FPL Top Tips - Financial Planning Gurus on Content Creation, Marketing & Personal Brand
Financial Planning Career Testimonial with Rich Weatherburn
The Power of Podcasting and YouTube with Pete Matthew
Financial Planning for Communities, Not Corporates
Building a Personal Brand from the Ground Up
Invest in Yourself – Invest in Your Business
The Secret to Successful Management in Financial Planning
Building Confidence in Financial Advice
Mindful Wealth
The New World Order – Affordable Financial Planning for All
B Corp: Turning Your Financial Planning Business Into a Force for Good
How We Can Better Serve The LGBTQ+ Community
Finding your niche within Paraplanning
Building the Foundations for Success. Client Relationships and Business Development
Transitioning From Employed to Self-employed IFA Within the Same Company
Let’s Talk About Menopause and Mental Health
Setting up a Directly Authorised Financial Planning Firm From Scratch!
Networking for Financial Planners with Octo Members Founder Lee Robertson
Breaking the Taboo’s Within Financial Planning
Career Accelerator For Financial Planning - Part 4 of 4
Career Accelerator For Financial Planning - Part 3 of 4
Career Accelerator For Financial Planning - Part 2 of 4
Career Accelerator For Financial Planning - Part 1 of 4
Business Management for Financial Planners - Lucy Byrom
How Paraplanning and Financial Advice Prepared Me For A Role In Operations
Dave Robinson on why It's the 'Chartered IFA Way or The Highway'
The Kinvault From Kinherit - Revolutionising Wealth Transfer for IFAs and their Clients
How Powerful Networking Practices Creates the Ultimate Work Life Balance - Chris Daems
How Habitual Self-development is Paramount for Success in Financial Planning - Hannah Whiteley
What Financial Planners Could Learn from a Financial Coach
Graduate to Chartered Fellow, Emma Halls Financial Planning Journey
The client is the hero of this journey, the financial planner is the guide – Carl Richards
Talk Club- The Mens Mental Fitness Movement - Gavin Thorpe
"I was concerned that financial planning would be a sales role. I was wrong!" – Rory Albon
Create Your Own Mould - Joseph Obeng
The ultimate review of the St James's Place Financial Adviser Academy - Gee Foottit
Investing towards a more sustainable world - Tom Jaffrey
Financial wellbeing planner and avid gamer – Kris Mason
Clark's Financial Sparks – Bryce Clark
The M&G Wealth Financial Adviser Academy - Tom Hegarty
From Law Student to Chartered Financial Planner - Danielle Lecomber
Sustainable Pensions - Charlotte O’Leary
Overcoming Limiting Beliefs to become a Financial Planner - Sara Davies
Your Sustainable Investment Comfort Zone - Rebecca Kowalski
A jargon busting approach to financial planning – Keith Boyes
Build trust and you’re good, no matter your age – Nick Adamthwaite
Can money buy you happiness? Paul Bradley
Female Folio, a network supporting women on their investment journey – Claire Barker
My first year as a financial planner - Natasha Percy Baxter
Financial Abuse with Michelle Hoskin - Helping you spot the signs
What an operational role within financial planning looks like – Laura Dean
Why it’s an advantage to be a young financial planner – Dan Martin
Good mentorship is how you make someone feel – Danielle Arnold
Nothing about employment worked for me - Tom Skinner
My biggest challenge as a woman in financial planning - Susie Laws
Protecting your wealth – Adrian Benjamin
100% of mortgage business from social media! Dan Knott
A Marathon a day for 100 days straight! Kate Jayden
A Financial Planner does NOT need to be academic – Sam Robinson
Using wealth management to tackle the climate and nature crisis – Yan Swiderski, the Global Returns Project
A clear career progression path – Natalie Cooke
Working in Spain as a Financial Planner – Chris Burke
Educating the next generation through the Personal Finance Society - Robert Boland
Helping you to pass your R0 exams - Shannon Fox
Lisa Tipton – Paraplanner turned business owner
Mental Health Engagement with Nick Elston
The Future of Financial Planning - Anthony Villis
Financial Wellbeing with Leigh Dunkley
How to Teach our Children About Money with Will Rainey
The Paraplanner Club - Sian Davies Cole
A career in mortgages and being your own boss - Jon Stones
Becoming a Financial Planner – Ciaran Ruttledge
Mental health conversations within Financial Planning - Robert Stringer
Career swap and a fresh start in financial planning - Kate Evans
Lena Patel – Being a financial planner from an ethnic minority background
The opportunities for female financial planners - Marie Smith
Learning on the job rather than university - Financial Planner & MD Jasmine Lambert
Being a young Financial Planner in an ageing profession - Tom Hopson
Lead generation for Financial Planners – Nigel Borwell
The Foundation - Supporting Young Financial Planners Through Community
The Importance of a Valued Workforce in the Financial Profession - Ross Mackie
Standing Out From The Crowd, with Mortgage Adviser Graham Taylor
What is Sustainable Investing? - Clemence Chatelin
Building Client Trust with Divorce Financial Specialist Nikki Pipping
The Importance of Paraplanners – Sasha Wakefield
Success as a Financial Planner in the Offshore Market – Chris Ball
Becoming a Self-Employed Financial Planner, with James Wallis. JUST DO IT!
The Truth About Being a Financial Professional in Dubai, with Tyla Phillips
Using Apprenticeships to Grow Your Financial Planning Business, Save Money and Help The Next Generation of Financial Planners, with Carolyn Blunt
Finding The Perfect Niche with Financial Planner Richard Weatherburn
Life after sport. Transitioning from Professional Sports to Financial advice, with Davey Lewis
Martin Lindsey MD of Integrity Wealth Solutions on how building professional connections helped push his IFA practice forward
Are you a true paraplanner? females under 30 in financial planning and the power of community with Chanelle Pattinson
Jessica McGuigan on financial education, and why financial planning is a great career for women.
Steven Pyne from Holden & Partners an early adopter of ethical investments and growing a directly authorised IFA practice.
Why apprenticeships in Finanical Planning are a great way to train the next generation of Financial Advisers
How to triple your turnover as a financial planner, the private client experience & the benefits of a partnership.
Building a start up financial planning company during lock down with Gregg Moss
Impact and Ethical investment focused Financial Planning career with David Macdonald of The Path
A career move from Actuary to Self employed IFA, Why Daniel chose Financial Planning as a career
Michael Pashley discusses the brand new PIP Qualification, a game changer for all levels of financial planners
Luiza Todd - How to Pass you Cii Diploma in Financial Planning first time with Bespoke Training Solutions
Benjamin Beck - from the army to financial planning and mentoring the next generation of financial planners.
Hanna Hunt - is IFA Administration & Paraplanning the best career route to becoming a Financial Planner?
Training and development with Natalie Bell from The Art of Finance
Jason Mountford - Personal Injury Financial Planning and transfering skills from Australia to the UK
Kris Amliwala - The benefits of being a younger Financial Planner
Peter Komolafe - Financial Planning vs Financial Coaching, Whats the Difference?
Sarah Tucker - 'The Mortgage Mum' setting up her own brokerage and inspiring female mortgage advisers
Taylor Beavis on LGBTQ+ Financial Planning & running a business with purpose, and why he went self employed / DA
Michael Donkor - From Stockbroker to Financial Planner & Personal branding on Social Media
Phillip Instone on being DA, & growing through acquisitions & buying retiring IFA client books
Jessamy Walker - Building your own financial planning firm, AR over DA and the power of SEO
Robert Lewis - the realities of building a directly authorised IFA
Anthony Rowe - From professional basketball to a career in Finanical Planning.
Kieran Bywater - From Professional Footballer to Financial Planner, Why he chose Financial Planning as a career.
Jeremy Korn - on Impact & ESG Investing, why ethical investments are important & the changes to MiFID II for Financial Planners
Catherine Morgan on financial wellbeing, personal branding and why more women should join the financial planning profession.
Tina Weeks on coaching clients, running a financial planning business, and how getting to know yourself will make you a better financial planner
Richard Mikdadi Chartered Fellow on Ultra High Net Worth Financial Planning, Why Team Work Makes the Dream Work, And a Career at Tilney.
Jonathon Jay, from Trainee Paraplanner to Chartered Financial Planning Director at Investec
Cathi Harrison - business owner, CEO of the Verve Group talks graduate recruitment, outsourced paraplanning & compliance.
Nathan Smith - From college to financial planner, the power of mentorship & why entry level roles are the way forward!
Simon Parfitt - Fee Based, Life Centred Financial Planning in Hong Kong
Makala Green on networking, advising the entertainment industry and being the first black chartered female financial planner in the UK.
James Prince - the realities of making it as an International financial planner in Abu Dhabi
Jade Rose: From fashion to finance: Why health and wellness, financial literacy and educating young women on finance is crucial
Emmanuel Asuquo: The importance of personal branding, and educating young adults about financial literacy
Cleona Lira: Moving from Mumbai, first year self employed as an IFA and the importance of branding - and how it will propel your career forwards!