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
Taking a career leap: What’s holding you back?
This week’s guest is Marcus Crowther of MWC group. Marcus is a young adviser based in sunny Malta, he talks to Elena about his career journey so far.
Marcus goes into detail about how he got into financial planning and, in true FPL style, really opens up about his thought processes, as well as his own mental health which has led him down the path he has chosen.
This is a fantastic episode for anyone who is looking to get into the profession, but also great for those who have ever felt like fear has stopped them from taking a career leap at any time in their lives. Marcus is a meticulous planner and a creature of habit, so he gives us some tried and tested tips which have helped him in his career thus far.
Marcus also talks us through his thoughts around going to university. He is a brilliant example of someone who is driven, successful and career-minded who chose not to go down the university route.
Find out why in this week’s hugely enlightening episode.
Time Stamps
00:00:00 | Intro
00:01:18 | Marcus career journey
00:06:03 | Why financial services
00:08:44 | Advice for starting out/getting into the financial profession
00:12:25 | Moving country
00:16:50 | Handling age as hurdle
00:21:46 | Not going to university is an advantage
00:25:43 | Pushing outside the comfort zone
00:33:09 | The importance of routine
00:36:02 | Progressive mindset
00:40:47 | Creating change you want to see
00:43:19 | Accessibility to financial planning
00:47:15 | 5 year goal
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Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here: https://recruitukltd.co.uk/fpl-academy/
Experienced and searching for a new role within the financial planning profession? Click here - https://recruitukltd.co.uk/job-consultation/ - for a free career consultation.
Check out the 2023 Financial planning Salary Guide here - https://recruitukltd.co.uk/the-recruit-uk-salary-guide/
If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.
#financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcast
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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