Financial Planner Life Podcast
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession.
Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week.
Financial planners, business owners, paraplanners, and back-office staff all have their own stories to share, and The Financial Planner Life podcast serves as a platform for them to discuss their personal and professional journeys. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing, all the way to diversity and inclusion.
We approach each episode with the idea that it will educate and spark a conversation within the industry on topics that may not be openly discussed. If you're considering a career as a financial adviser or are curious about learning more about this exciting sector, we encourage you to give the podcast a listen.
The Host: Sam Oakes is the host of The Financial Planner Life Podcast. since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam now works as the Head of Creative for Hoxton wealth, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm.
Sam has always had a passion for financial services, starting as a trainer for a leading product provider in the UK, and he has been in the industry for over 20 years.
He sees himself as a partner to the industry and wants to contribute useful resources, such as this podcast, to educate those who are further seeking advice and help about how to push their careers forward in this amazing profession.
Be sure to check out
Financial Planner Life Academy - start your career today!
https://financialplannerlife.com/academy/
Financial Planner Life Podcast
How to be the best Financial Adviser you can be
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 a critical point in her life and so much more.
Julie is an open book, she delves into her own, personal experiences as a woman within a male-dominated profession, as well as her passion for delivering financial education. Her passion truly comes alive in this episode. It will leave you motivated and eager to step outside of your own comfort zone.
A brilliant episode for anyone who is looking to begin their journey into the financial planning profession, likewise, for those seasoned professionals looking for inspiration for their next step.
This is our final episode of 2023! So a very Merry Christmas / Happy Holidays to all our listeners. We know you’ll enjoy this one!
Time Stamps
00:00:00 | Intro
00:02:09 | Julie's career journey
00:04:37 | Employed to self employed
00:07:07 | The niche
00:11:47 | Barriers and hurdles
00:17:17 | How financial planning has changed
00:19:24 | Experiences of women in financial planning
00:22:20 | Inclusion, diversity and unconscious bias
00:28:01 | Financial education
00:29:39 | Podcasting
00:33:40 | Coaching qualifications
00:38:31 | Transparency of fees
00:45:10 | Tips for the next generation of financial planners
Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl
Be sure to follow Financial Planner Life on YouTube for extra content about career development within Financial Planning.
Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.
Want to appear on the Financial Planner Life podcast? Drop Sam a message.
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