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Financial Planner Life Podcast Financial Planner Life Podcast Sam Oakes 21 Questions by Trivia Tribe 21 Questions by Trivia Tribe Mike van Acker Transformed Homemakers Society Transformed Homemakers Society Kyrie Luke Sur le Marché Sur le Marché La Commission Athlétique Rock Solid Conversations Rock Solid Conversations Eric Zwigart Home Hero Podcast Home Hero Podcast Handyman Marketing Pros Arroe Collins: Unplugged & Totally Uncut Arroe Collins: Unplugged & Totally Uncut Arroe Collins The Pete Quiñones Show The Pete Quiñones Show Peter R Quiñones The Weekly Hot Spot / The Psychology of Alternative Relationships and Power Dynamics The Weekly Hot Spot / The Psychology of Alternative Relationships and Power Dynamics Enchantrix Radio The Carpentry Show The Carpentry Show Fix Radio The Epstein Chronicles The Epstein Chronicles Bobby Capucci The Pete Quiñones Show The Pete Quiñones Show Peter R Quiñones Conducta Delictiva Conducta Delictiva Michell Rodríguez y Kevin Pinzón Alexis Knight l Facts First. Clarity Always. Alexis Knight l Facts First. Clarity Always. Alexis Knight | Facts First. Clarity Always. Turley Talks Turley Talks podcast@turleytalks.com שיעורי הרב נחמנסון שיעורי הרב נחמנסון הרב יהודה לייב נחמנסון Aristegui Noticias Podcast Aristegui Noticias Podcast Sonoro, Aristegui The Wom Healthy The Wom Healthy Redazione The Wom Healthy 94.1 WBHN Classic Country Mornings 94.1 WBHN Classic Country Mornings 94.1 WBHN Classic Country El Mañanero Radio El Mañanero Radio Bolivar Valera Grace Sermons Grace Sermons Jason White - The Grace Blog Glóbusz Glóbusz Hit Rádió The Bullvine Daily Brief The Bullvine Daily Brief The Bullvine Locked On NBA – Daily Podcast On The National Basketball Association Locked On NBA – Daily Podcast On The National Basketball Association Locked On Podcast Network CHA's Truth Seeker Podcast CHA's Truth Seeker Podcast Michelle Dickey Next Biz Thing: Unveiling Tomorrow's Business Next Biz Thing: Unveiling Tomorrow's Business Markus J. Diplama Stories of Triple WellBeing Stories of Triple WellBeing ThoughtBox Education Salt Lake City News Today | 2 Min News | The Daily News Now! Salt Lake City News Today | 2 Min News | The Daily News Now! The Daily News Now! Laissez-vous tenter Laissez-vous tenter RTL NDR Info - Nachrichten NDR Info - Nachrichten NDR Info MBC Grand Broadcasting, Inc. MBC Grand Broadcasting, Inc. MBC Grand, Inc. Promo Estereo Podcast Promo Estereo Podcast Promo Estereo Faith Baptist Church New York Faith Baptist Church New York Pastor Jeff Vinci Everything Marketplaces Everything Marketplaces Everything Marketplaces Global News Today | 2 Min News | The Daily News Now! Global News Today | 2 Min News | The Daily News Now! The Daily News Now! The Joy Bringer Podcast with Season Bowers The Joy Bringer Podcast with Season Bowers seasonbowers BBC News BBC News BBC
Financial Planner Life Podcast

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Financial Planner Life Podcast

Sam Oakes

How Financial Advisers Are Booking 3 to 5 Client Appointments a Week on LinkedIn | Louis Adkins

July 06, 2026 12:00pm 54 min

Most financial advisers already know they should be more active on LinkedIn. What they don't know is why what they're doing isn't working.Free LinkedIn Webinar - book here -  http://www.leadgenfs.co.uk/fpl    It's not th...

LIBF Level 4 Qualification Deep Dive | John Somerville & David Tait

July 02, 2026 12:00pm 1:01

Why 30 to 39 Is the Best Age to Become a Financial Adviser Is 30 too old to start a career in financial planning?A lot of people would say yes. The reality is the opposite.The 30 to 39 age group is the fastest growing co...

Mother and Daughter Financial Planners: Building a £100M AUM Partner Practice! Adele and Victoria Cable

June 29, 2026 12:00pm 1:08

What's the best age to become a financial planner?Adele Cable changed career at 53, convinced she was nearly on the ‘scrapheap’. Victoria Cable started at 23, convinced nobody would trust someone her age with their finan...

The Care Conversation Financial Planners Are Missing with Stephanie Leung of KareHero

June 25, 2026 11:00am 42 min

Care costs up to £100,000 a year. 1 in 4 people in the UK sell their home to pay for it. And most financial planners are having the conversation far too late.Click here for the KareHero Website In this episode, Sam sits ...

International Career Advice from a Number 1 Financial Planner at Titan Wealth

June 18, 2026 12:00pm 48 min

Should UK financial planners be looking at the international advice market? Andreas Hollas has spent 13 years in Dubai building expertise that has no textbook, and the career it's given him is unlike anything available i...

39% of people don't trust financial planners, take 'Adviser Advantage' test for free! | Chris Larkin, BigRock

June 11, 2026 12:00pm 1:14

Take the Adviser Advantage test here! 👈Only 39% of UK adults trust financial services. For a profession built entirely on trust, that number should be a wake-up call.In this episode of Financial Planner Life, Sam sits do...

Training to Become a Financial Planner - Exams, Client Meetings & Building in Public

June 04, 2026 12:00pm 44 min

Hannah Wooldridge isn't only the person keeping Financial Planner Life running behind the scenes. She's also training to become a financial planner, and sharing every step of the journey in real time.In this episode, Sam...

How Tim Brienza Built a £50M Client Base Through Financial Planning

May 28, 2026 12:00pm 1:05

For most financial planners, the point of entry into the industry is either from an adjacent field or by working up from admin through paraplanning roles.But not Tim. His route stands out as unconventional, but it's far ...

Financial Planners Will Lose Millions, this £10 Tech can solve the Wealth Transfer Problem!

May 21, 2026 12:00pm 35 min

75% of financial advisers lose their AUM when a client passes away. Not because of bad performance. Not because of high fees. Simply because nobody built a relationship with the next generation.Ben Mason from Kinvault di...

How Financial Planners and Investment Managers Serve Wealthy Families

May 15, 2026 12:00am 55 min

Most financial planning firms have both a financial planner and an investment manager. Far fewer have a team that operates as a single unit, with a shared philosophy, clearly defined roles, and a consistent client experi...

I left St James's Place for an IFA and Instantly Regretted it!

May 07, 2026 12:00pm 46 min

Should technical professionals go freelance immediately or start as employed advisers? Alwyn Van Staden's journey offers a fresh perspective on entering financial planning from a technical background.In this episode of F...

Are these the Best Paid Jobs and Benefits in Financial Planning? Frazer James, The best should be paid more!!!!

April 30, 2026 12:00pm 1:13

Frazer James aren't looking for every candidate. They're looking for A++ people.Check out the jobs and book a meeting with James Mackay today!!And if that's you, or if you’re also interested in attracting some of the ind...

The Truth About Selling an International Financial Planning Business

April 23, 2026 12:00pm 58 min

What actually determines whether a financial advice firm can be successfully sold?In this episode of Financial Planner Life, we sit down with Dan Dickinson to explore the reality behind selling a business and why most ad...

Are These AI Agents for Financial Planners the best in 2026?

April 16, 2026 12:00pm 1:10

What if financial advisers could spend 70%… or even 100% of their time with clients?Book a demo - here In this episode of Financial Planner Life, we sit down with Alan Gurung, founder of AdvisoryAI, to explore how AI is ...

Inside Titan Wealth: James Kaberry & Andrew Fearon on Consolidation, Private Equity and the Future of Financial Advice

April 09, 2026 12:00pm 44 min

Consolidation is rapidly reshaping the financial planning profession.But what’s really driving it? And what does it actually mean for advisers, firm owners, and the future of advice businesses?In this episode of Financia...

Building a Financial Planning Career in Public: Lessons, Risks & Opportunities

April 02, 2026 12:00pm 37 min

What happens when you realise your relationship with money needs to change, and it ends up changing your entire life?In this episode of Financial Planner Life, Sam Oakes speaks with Hannah Wooldridge about her journey fr...

From Rugby Player to Financial Adviser: How Titan Wealth’s Sports Academy Supports Career Change

March 26, 2026 1:00pm 48 min

What happens when a professional athlete’s career comes to an end… and what comes next? In this episode of Financial Planner Life, Sam Oakes sits down with Ethan Waller, a former professional rugby player turned financia...

Employed Financial Planner Academy - The Openwork & Redmill Advance Partnership

March 19, 2026 1:00pm 1:02

In this episode of the Financial Planner Life Podcast, Sam Oakes is joined by Helen Longland from Openwork and David Tait from Redmill Advance to explore how advisers are really being developed in today’s profession and ...

A Financial Adviser Built AI That Replaced His Job for £149 a Month

March 13, 2026 1:00am 50 min

How can financial advisers use AI to grow their business without hiring more staff?Book Free Demo of Wealth Space - HereIn this episode of Financial Planner Life, Sam Oakes sits down with Max Anderson, former financial p...

Investment Banker to Self Employed IFA - Caroline Laudren

March 05, 2026 12:00pm 59 min

In this episode of the Financial Planner Life Podcast, Sam Oakes speaks with Caroline Laudren-Quillet, who transitioned from investment banking at Deutsche Bank to becoming a self-employed IFA and financial planner.Just ...

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