All Episodes

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!