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 set up your own financial planning business
Welcome to the first episode of 2024! And what a fantastic episode to get us going!
Calum Scott, Financial Planner and Director of Libertas Financial Management joins Sam Oakes on this step-by-step journey of an episode.
We were really fortunate to talk to Calum, his story is certainly inspiring. He walks us through the process of setting up his IFA business, Libertas Financial Management, along with his two business partners. Now in the third year of Calum’s journey with Libertas, we learn about his thought process behind the decision making, how he planned for a thriving business and how he generates meaningful leads.
From his early days as a sports enthusiast and recipient of a Sports Studies and Marketing scholarship at the University of Sterling to now being the owner of his own company, Calum stands as a shining example of a dedicated and passionate financial planning entrepreneur.
Hope you enjoy.
00:00:00 | Intro
00:01:48 | Callum’s career journey
00:08:36 | The first role you should take in Financial Planning
00:10:41 | The transferable value of sales skills
00:14:02 | Restricted vs IFA
00:17:07 | Year 1 going self employed
00:22:18 | Where to start when going self employed
00:26:16 | Deciding remuneration
00:32:38 | Client acquisition
00:36:33 | The easy approach to financial advice
00:41:54 | Vital questions for vital answers
00:48:15 | Converting first meetings into paying clients
00:52:30 | Fintech
00:59:19 | How to find best practices for your business
01:03:59 | Why build a financial advice business?
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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