The Financial Planner Life Podcast

In this episode of the Financial Planner Life podcast, Sam Oakes speaks with Aleem Nijabat, a self-employed financial planner who built £12 million in AUM without a client bank, without leads, and without a background in finance.Aleem started during lockdown, working alone from his bedroom. He had just qualified, had no clients, and relied entirely on cold outreach through LinkedIn to get started.This conversation is packed with practical advice for anyone considering a self-employed career in financial planning, especially those thinking about going it alone.What we cover:How Aleem used LinkedIn Sales Navigator to connect with ideal clientsWhy consistency in cold outreach beats waiting for inbound leadsWhat it really felt like starting during a market downturnThe role mentorship played in levelling up his client baseHow joining Foster Denovo changed the game for his businessWhy testimonials and authentic content now matter to his strategyHis goal of becoming a Senior Partner before the age of 30This episode offers a real-world view of what it takes to build a financial planning business from the ground up. It's not about shortcuts or luck - it's about showing up every day and doing the work.

In this episode of Financial Planner Life, Sam Oakes is joined by certified money coach Dennis Harhalakis to explore the powerful emotional side of money - and why financial planners can't afford to ignore it.Dennis shares how our earliest money experiences shape the way we think, feel, and act around money as adults. Whether it's shame, fear, scarcity, or self-worth, these emotional drivers often get in the way of good financial decision-making. We discuss:Why childhood money stories influence adult financial behaviourHow money shame blocks clients from implementing adviceWhy planners must understand their own money beliefs firstThe power of creating emotional safety in client conversationsTools and training to help financial planners explore money coachingIf you're a financial planner who wants to build deeper trust, improve client outcomes, and bring more human connection into your advice process - this one's for you.

In this episode, Sam Oakes is joined by John O'Driscoll and Wenyu Bai from St. James's Place to explore how AI and technology are being developed to support the future of financial planning.Discover how SJP's 2030 vision is being built around:Advice Assistant: An AI-enabled tool already in production that reduces the time to produce advice packs from hours to minutesChat SJP: An internal GPT-style assistant that delivers fast, accurate, compliant answers to technical questionsAgentic AI: The concept of digital support agents acting as a virtual back officeThe Innovation Sandbox: A safe space for financial planners to test and build new toolsA strategic focus on simplifying, streamlining and elevating the planner and client experienceThis isn't about replacing financial planners. It's about giving them better tools, more time, and the freedom to focus on what they do best - building meaningful relationships with clients.Whether you're considering your future as a planner, leading a firm, or just want to understand where the profession is headed, this episode is for you.

Roger Brosch | 20 Years of Foster Denovo, 47% Growth, and the Launch of Foster Denovo TalksIn this episode of Financial Planner Life, we welcome back Roger Brosch, CEO of Foster Denovo, to reflect on a standout year for the business.47% revenue growth200+ new hires7 acquisitionsA thriving culture that's stronger than everRoger shares what's driven Foster Denovo's success over the last 12 months, who he credits for the results, and why they've just launched their own podcast, Foster Denovo Talks, produced by Financial Planner Life Productions.We dive into:The power of culture in driving performanceThe importance of transparency in talent attractionWhy storytelling is now part of their employer brandWhat Foster Denovo Talks aims to achieveWhether you're an aspiring financial planner, a firm owner, or simply curious about what people-first leadership looks like at scale - this is an episode worth tuning into. 

In this episode of the Financial Planner Life podcast, host Sam Oakes sits down with Jay Dhaliwal, Chartered Financial Planner at Chase de Vere, to talk about her inspiring career journey.Jay shares how facing rejection twice for financial planner roles early in her career didn't stop her - it fueled her.Already working as a paraplanner, she used the setbacks as motivation to deepen her technical expertise, achieve Chartered status, and carve out a specialist niche advising NHS medical professionals on their complex pension needs.Jay's story is a reminder that rejection isn't the end - it's often the beginning of real career growth.If you're at a crossroads in your financial planning career, or wondering how to turn setbacks into success, this episode is packed with practical insights and inspiration.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

How a Former Recruiter Built a £266M Financial Planning Business - Vikash's Journey from BD to Chartered AdviserIn this episode of the Financial Planner Life podcast, Sam Oakes is joined by Chartered Financial Planner Vikash, who shares how he made the bold move from a successful recruitment career into the world of financial advice.Vikash's story is one of intentional reinvention. After building a strong career in recruitment and business development, he stepped away from the boardroom and into financial planning - starting from scratch, taking a pay cut, and retraining in his early 30s.Now, ten years later, he co-leads Chatsworth Wealth Management, a thriving practice with £266 million in Assets Under Management, serving over 1,000 families.We talk about:What made him walk away from recruitmentWhy recruiters are uniquely skilled for financial planningHow he took over and scaled an existing practiceBuilding client trust and social proof through contentThe future of advice, succession planning, and team cultureThe value of understanding client happiness and purposeIf you're in recruitment and wondering what's next, or you're considering a second career in financial advice, this episode is packed with insight and inspiration.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

This week on the Financial Planner Life podcast, I sat down with Samantha Russell, one of the most respected voices in financial adviser marketing in the US.She shared insight after insight.Here's one that really stuck with me:“Even if someone is referred to you, they're still going to Google you. What they find next decides whether they pick up the phone – or move on.”That's the shift.Referrals alone aren't enough.Generic messaging doesn't cut through.And your digital footprint? It's your first impression – every single time.We spoke about:The real reason clients leave their advisers (hint: it's not performance)Why financial planners must lean into video – even if it feels uncomfortableHow AI is changing the way people find their adviser (and what you can do about it)Practical ways to grow your presence on LinkedIn – without being salesySamantha's coming to the UK this summer to run in-person marketing workshops for financial planners – and I'll definitely be there.This isn't theory. It's what's working right now.If you're serious about growing your firm, building trust, and attracting the clients you really want to work with – this one's worth your time.Download Samatha's free gift here.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

In this episode of the Financial Planner Life podcast, Chris Ball sits down with Paul Jackson, Global Head of Asset Allocation Research at Invesco, to explore the career pivots, market cycles, and investment principles that shaped his journey from working-class beginnings to global leadership.Paul shares his honest reflections on a non-linear career across firms like Morgan Stanley, Société Générale and Invesco, including the bold decisions that worked and the ones that didn't. They discuss mini-retirements, the danger of chasing performance, and why “time in the market” still beats timing it.You'll hear Paul's views on:• Long-term investing and market concentration• Why he avoids world indices in his personal allocation• Where he sees long-term value including China, Europe and bank loans• How asset allocators should think about dispersion, not just volatilityIf you're in financial services, wealth management or portfolio strategy, this is a masterclass in career resilience and investment clarity.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

This week on The Financial Planner Life Podcast, we're celebrating Neurodiversity Celebration Week with an inspiring conversation featuring Dan Buckland, a financial planner who has ADHD, dyslexia, and dyscalculia.Dan's story is one of self-doubt, resilience, and transformation. Growing up, he was told by teachers he'd “never amount to anything.” Like many neurodivergent individuals, the traditional education system left him with limiting beliefs about his potential. Fast forward to today—he's a successful financial planner with St. James's Place, proving that thinking differently is an asset, not a weakness.In this episode, we dive into:✅ How neurodivergence can be a strength in financial planning✅ The impact of school experiences on self-belief and career choices✅ How St. James's Place Academy supported Dan's transition into finance✅ The power of self-acceptance and working with—not against—your brain✅ Why anyone can become a financial planner with the right mindset and supportIf you've ever doubted yourself because you don't fit the mould, this episode is for you. Your differences might just be your biggest advantage.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Hiring Missionaries, Not Mercenaries with Guy SkinnerIn this episode of Financial Planner Life, we welcome back Guy Skinner, founder of Citygate Financial Planning, to discuss what it really takes to build a sustainable, mission-driven financial planning firm.Key Takeaways:

Chris Ball is back on the Financial Planner Life Podcast, and this time, we're diving deep into Hoxton Wealth's explosive growth in 2024 and what's coming in 2025.From smashing revenue and AUM targets to a complete brand transformation, Hoxton Wealth has gone from industry underdog to one of the most disruptive firms in financial planning. But not everyone is a fan…Some call Chris a toxic disruptor, while others say he's the breath of fresh air financial planning desperately needs. In this episode, we unpack:✅ How Hoxton Wealth hit £2.13 billion in AUM & £20 million in revenue✅ The power of brand – from “who?” to one of the most talked-about firms in financial planning✅ The rebrand from Hoxton Capital Management to Hoxton Wealth – why it mattered✅ Massive growth in talent & the investment in the next generation of advisers✅ 5 planned acquisitions in 2025 adding £3 billion in AUM✅ Why lifestyle financial planning is the future✅ Sam's honest take on international financial planning – what surprised him about Hoxton Wealth✅ Why content, PR, and social media are non-negotiable for financial firms in 2025This is an unfiltered conversation about growth, disruption, and the future of financial planning. Whether you love or hate Chris's approach, one thing is clear – Hoxton Wealth is here to change the game.

Bitcoin just smashed past $100K—but is it just another speculative bubble, or is it cementing its place as the digital gold of the future?To get real answers, I sat down with Lisa Tyshchenko, Alternative Investment Specialist, while she was in Dubai. Lisa is a globally connected expert in digital assets, regularly working with family offices, private banks, and institutional investors to navigate the crypto space.In this episode of the Financial Planner Life podcast, we discuss:

In this episode of the Financial Planner Life podcast, we sit down with Joanna Butler, Director of Client Operations at Foster Denovo. Joanna's 18-year career within the company is a testament to the firm's culture of innovation, career development, and commitment to diversity.We explore Joanna's journey from marketing to operations, how Foster Denovo supports financial planners through a robust operational infrastructure, and the significance of leadership diversity—50% of Foster Denovo's leadership team is female.Joanna shares insights into team building, scaling a financial planning business, and the importance of investing in talent. She also discusses the impact of Crestline's recent investment in Foster Denovo and how the company is positioning itself for future growth.For anyone interested in the operational side of financial planning firms, career growth, or the future of the industry, this is a must-listen episode.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Would you trust a financial planner under 30?There's a big debate in financial planning: Does age matter? Some say younger advisors lack life experience—that they can't guide clients through retirement, divorce, or legacy planning. Others argue that young planners bring fresh perspectives, long-term commitment, and up-to-date knowledge.After sitting down with Karl and Harry—a father-son duo from St. James's Place—on the Financial Planner Lifepodcast, I've seen both sides of the coin.Karl has spent nearly 40 years in financial planning, taking over his father's business at just 20 after an unexpected loss.Harry, his son, started his career as a musician before transitioning into financial advice via the SJP Academy. Now, at 27, he's already leading client meetings and preparing to take over the firm.Their approach to succession planning is a lesson for all financial planning firms:✅ Clients aren't waking up to a sudden change—they've seen Harry stepping in for years.✅ Karl isn't rushing out the door—he's mentoring Harry while slowly shifting responsibilities.✅ Harry isn't just inheriting a business—he's growing it, with a modern mindset and fresh ideas.The best part? Their philosophy isn't just about money. They focus on ROL (Return on Life), not just ROI (Return on Investment).I asked Harry if he ever feels clients don't take him seriously because of his age. His response?“At first, maybe. But after a few conversations, if you know your stuff, clients trust you. Plus, they know I'll be here for the next 30 years—can they say the same about an advisor nearing retirement?”

This week on the Financial Planner Life Podcast, Chris Ball hosts a long-form, unedited conversation with Neil Woodford—one of the most talked-about figures in UK financial services.Neil's career has been one of immense ambition, remarkable success, and intense scrutiny. From humble beginnings sleeping on his brother's floor to managing billions of pounds at Invesco Perpetual, Neil's story takes us through his rise to the top of fund management, his role in creating some of the UK's most successful funds, and the collapse of his own fund—a moment that left many investors facing significant losses.This episode doesn't shy away from the pain and fallout of those events. But it also raises bigger questions:❓ What is truth, and what is lies?❓ How far can media scrutiny go before it crosses a line?❓ When does accountability turn into cruelty?Neil reflects on the immense pressures he faced, the toll it took on his mental health and personal life, and the role the media played in shaping public perception. But this is more than a look back—it's also about the future. Neil shares what he's doing now, the lessons he's learned, and his plans to rebuild and contribute to the financial services industry.This episode offers a balanced, in-depth look at Neil's extraordinary career, without overlooking the pain experienced by investors, or the challenges of being in the public eye.One thing for sure is, Neil has had an interesting career story.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

In this inspiring episode of the Financial Planner Life Podcast, host Sam Oakes sits down with Chartered Financial Planner Rohit Rohela, affectionately known as The Tax Terminator and Architect of Financial Freedom. Rohit shares the incredible journey of building his financial planning business, Finsbridge, and the pivotal role that niching down has played in his success. As a long-time listener of the Financial Planner Life Podcast, Rohit credits the show and its guests for sparking his strategy of focusing on specific client communities—a move that has transformed his business.What You'll Learn in This Episode1. The Power of Niching DownRohit explains how identifying and committing to specific niches—Indian professionals, dentists, and later optometrists—has elevated his business. By understanding their unique financial challenges, aspirations, and professional journeys, Rohit has tailored his services to provide bespoke financial solutions. He outlines the importance of:Focusing on a niche to stand out in a crowded market.Building trust through deep expertise in the nuances of each group.Forming strategic partnerships with key players in each niche, such as accountants, coaches, and brokers.2. Transitioning into Financial PlanningRohit's path from a computer science engineer to a Chartered Financial Planner reveals the importance of self-awareness and finding the right fit. A people person with a knack for listening and understanding unspoken concerns, Rohit realized financial planning could be a more fulfilling career than his initial tech-focused roles. He discusses:His early experiences in compliance and banking, which shaped his client-first mindset.How leaving a restrictive product-selling environment led him to establish his own client-focused business.Lessons learned from overcoming early challenges, such as financial pressures and a partnership that didn't work out.3. Building a Business from the Ground UpFinsbridge started as a one-person operation and has since grown into a thriving team. Rohit discusses how he scaled his business, including:Hiring financial planners with complementary skills and niches, such as optometrists and NHS professionals.Training and mentoring new advisors to align with the Finsbridge ethos of delivering bespoke, client-first solutions.The importance of having a robust operational backbone, managed by his wife and business partner, Lavika, and their operations manager.4. The Client Journey: From Vision to ExecutionRohit walks through his signature "Finsbridge Master Plan," which maps out a client's life goals and financial needs. From fact-finding to cash flow planning and implementation, he explains how he helps clients navigate their journey with clarBegin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

In this episode of the Financial Planner Life podcast, we are joined by Charlotte Walter, an award-winning chartered financial planner and founder of Avail Financial Planning a partner practice of St. James's Place Wealth Management based in Woburn near Milton Keynes. Charlotte shares her inspiring journey from mortgage advising to running her successful financial planning practice.This episode dives into:Prospecting and Business Development: Charlotte opens up about her early struggles with business development, including the emotional challenges she faced. She emphasizes the importance of persistence, networking, and relationship building.Working with Business Owners: As a niche specialist, Charlotte explains her focus on helping business owners grow, extract profits tax-efficiently, and plan their exit strategies. She shares actionable tips for building referral relationships with professionals like accountants.Living a Purpose-Led Life: Charlotte highlights how running her own business has enabled her to design a life aligned with her values, including giving back to her community through mentoring and volunteering.Transition from Mortgage to Financial Planning: Charlotte details her career evolution, starting at McDonald's, moving into mortgage advice, and finally finding her passion in financial planning.Challenges of Entrepreneurship: She discusses the tough conversations and challenges she faced while transitioning to her own partner practice at St. James's Place.If you are inspired by Charlotte's journey and interested in starting a career with St. James's Place Wealth Management - check out the St. James's Place Financial Adviser Academy and start your career today.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

In this episode of the Financial Planner Life Podcast, we're joined by Marnel Stafford, a financial planner at Foster Denovo, who shares her remarkable story of pivoting into the profession at 50 and making waves in her first year.

Laura North, a former college lecturer with 16 years of experience, shares her incredible journey of moving from the classroom to becoming a successful financial planner. Discover how she navigated this life-altering transition, leveraging her teaching skills in a whole new way. Laura's story is a beacon of inspiration for anyone contemplating a career switch, revealing the intricacies of reshaping professional goals and the courage it takes to follow one's passion.Throughout our chat, Laura opens up about the role of the St James's Place Academy in her transformation, providing invaluable support and guidance. Her narrative shines a light on the unique opportunities within financial planning, particularly for women, and how educators can utilize their skill set to thrive in this industry. We also delve into the balance between personal and professional life, highlighting the significance of building a supportive network and fostering genuine connections.We explore the art of networking and the power of genuine curiosity in forming meaningful relationships. Laura emphasizes the importance of being part of a strong community and how these connections not only enriched her career but also her life. Her approach to financial planning is centered around education and trust, offering a fresh perspective on how to engage with clients. This episode is packed with insights and encouragement for anyone looking to embark on a new professional journey.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

"Imagine starting over in a new country, grappling with a new language, and breaking into a competitive industry. This is Cholpan Djanuzakova's reality. Her journey from Kyrgyzstan to becoming a top financial adviser and business owner in the UK is a testament to the incredible things you can achieve when you turn your challenges into stepping stones. Tune in as Cholpan shares the secrets to her success and how she uses her cultural heritage to make unforgettable connections in the financial world.Join host Sam Oakes as he and Cholpan delve into how embracing personal heritage and overcoming adversity can dramatically shape your professional path. Cholpan's story isn't just about overcoming hurdles; it's about transforming them into opportunities to rise and stand out, especially in financial planning.Learn about her early years in Kyrgyzstan, her adventurous move to the UK, and the challenges of language and cultural assimilation she faced. Discover how she uses the Komuz, a national instrument, at networking events to create lasting impressions and how this unique approach has carved a niche for her in the financial industry. Cholpan's journey is a powerful reminder of the role of resilience and perseverance in achieving professional recognition and success.Gain actionable insights on using your uniqueness to captivate and grow a client base, and get inspired by her innovative networking strategies that blend tradition with modern business practices to stand out.Don't miss out on more inspiring tales like Cholpan's—subscribe now! Follow us on LinkedIn for updates and discussions on turning personal trials into professional triumphs. If Cholpan's story has inspired you, or if you're looking to make your own unique mark in your career, reach out to us; we're always looking to spotlight unique journeys in financial planning."Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textChris Ball interviews Duncan Kreeger and Stephen Wasserman, the dynamic duo behind West One Loans and now TAB, in this fascinating episode of Financial Planner Life.Duncan and Stephen share their journey from a single desk in Duncan's dad's office to scaling £2.5 billion in lending. They also dive into how they're reinventing property finance with TAB, leveraging technology and AI to build smarter, faster, and more ethical lending processes.You'll learn about:The origins of West One LoansScaling to billions in lending during the 2008 financial crisisThe challenges and rewards of mixing friendship with businessWhy belief and confidence are the keys to successHow TAB is transforming property financeIf you're curious about entrepreneurship, innovation, or financial services, this episode is packed with value.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textFinancial planners, prepare to embark on a journey with our special guest, Peter Komolafe from the Conversation of Money, as we explore the dynamic world of financial coaching and content creation! Discover the evolution from static "how-to" guides to vibrant discussions on economic trends and financial news, as Peter sheds light on the relentless dedication required to thrive in this ever-changing industry. Learn how adapting to audience preferences is not just a luxury but a necessity to maintain relevance and engagement in today's fast-paced digital landscape.We also tackle the intergenerational financial knowledge gap, focusing on those nearing retirement. Peter and I discuss how social media platforms like YouTube can be powerful tools for Financial planners to educate and establish trust. By addressing common concerns about retirement planning and financial management, Financial Planners can position themselves as credible sources while effectively generating leads. The conversation reveals the exciting potential for collaborations and lifestyle enhancements, especially for expats navigating their financial futures.Finally, join us as we explore the shifting financial mindset among younger generations, who are increasingly drawn to entrepreneurial ventures over traditional careers. We delve into the transformative power of defining personal goals, with Peter sharing insights on the advantages of being a financial planner or coach in a vibrant location like Dubai. Learn about the unique opportunities it presents, from tax benefits to global client reach, and the importance of pen and paper in crystallizing future aspirations. This episode promises a wealth of insights for those ready to redefine their financial paths.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textIn this episode of Financial Planner Life, Chris Ball, CEO of Hoxton Wealth, interviews David Kneeshaw, Group Chief Executive of International Financial Group Limited (IFGL). With over two decades of experience in financial services and leadership roles, David shares his insights on career development, building resilient teams, and strategies for growth in the international financial landscape.Career Journey & Leadership PhilosophyDavid's path has taken him from Times Newspapers, where he worked with Rupert Murdoch, to becoming a marketing director at Swiss Life and ultimately the CEO of IFGL, managing over £20 billion in assets under advice. He emphasizes the importance of structured, objective decision-making and maintaining a client-centered approach, saying, “If you care about what you do and people see that, they'll forgive you quite a lot.”Key Insights on Team BuildingDavid believes in hiring based on attitude and intelligence, underscoring the need for leaders who can communicate and collaborate effectively. His advice to young professionals is to “choose your boss wisely,” as early mentorship profoundly shapes career growth. He's built his own team on these values, creating a culture where long-term loyalty and growth are prioritized.Navigating Private Equity & International GrowthDavid discusses the challenges and rewards of IFGL's management buyout from Royal London, highlighting the importance of aligning with investors who share the company's values and vision. He also explores IFGL's expansion into new regions and the vital role of technology in delivering efficient, client-focused services. According to David, technology is essential in today's financial services to ensure seamless service and maintain a competitive edge.This episode is rich with advice for aspiring leaders in financial services, offering lessons in leadership, adaptability, and strategic growth. David's practical insights on leadership, team-building, and navigating private equity make this a must-listen for those looking to grow in the financial industry.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textEver wondered what it takes to successfully transition from product sales to holistic financial planning? Today, Financial Planner Life host Sam Oakes sits down with Nikos Christoforou, a Senior Partner at Foster Denovo, to uncover the challenges, mindset shifts, and strategies that can make or break a career in financial planning.In this episode, Nikos shares his journey from stockbroking and product-focused sales to a values-driven approach in financial planning. Starting as a self-employed advisor, Nikos quickly realized the differences between selling a product and offering comprehensive financial advice. This transformation wasn't easy, as it required him to unlearn sales tactics and adopt a holistic approach that placed his client's needs at the forefront.With insights into the mindset shifts required to build a sustainable client base, Nikos talks candidly about the challenges he faced in his early years and the invaluable support he received from Foster Denovo. He emphasizes that "trust takes ages to build but can be gone in an instant," highlighting the importance of strong foundations and client relationships.Through a structured "Four Pillars" approach to financial planning, Nikos explains how he educates clients on cash flow, asset optimization, protection planning, and investment management. This framework has helped him gain clarity with clients, leading to stronger relationships and long-term trust. He also shares the impact of niching down with specific client types, such as lawyers and shipbrokers, which has allowed him to master industry-specific needs and streamline his services.Sam and Nikos also discuss the benefits of working within an ecosystem like Foster Denovo, where mentorship, peer accountability, and support for scaling one's business are readily available. Nikos stresses the importance of having a robust support network, being disciplined, and investing in personal development to maintain mental resilience in a high-pressure industry. Whether you're new to financial planning or looking to deepen your expertise, this episode provides actionable insights for growth, both personally and professionally. Nikos's experience shows that to succeed in financial planning, it's not just about numbers—it's about building strong foundations, finding the right support, and understanding the real value you bring to clients.If you're interested in a career with Foster Denovo click here Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textJoin us for an insightful conversation with Paula Leitch, a trailblasing part-time financial planner whose journey took her from Australia to the heart of Dublin's financial sector.Throughout our discussion, we explore her strategic decision to embrace part-time work, allowing her to balance a fulfilling career with family life,  Sam of course tries to convince her to become "mama money"—a key influencer in the financial industry.We also navigate the intricate landscape of financial planning across Ireland and the UK, through Paula's transition from an accounting firm to a pension trustee company. Hear about the challenges she encountered while balancing a demanding career and family life, including temporarily stepping away from the work. Despite these hurdles, Paula remained connected to her passion for financial planning through volunteering and ongoing education, which fueled her return to the industry. Additionally, we delve into the importance of building meaningful relationships over rigid system processes, and Paula's belief in creativity and innovation over repetitive tasks.Our conversation further highlights the empowering potential for women in financial planning, especially for those juggling motherhood and a career. Paula shares her insights on carving out a niche tailored for families and the rewarding nature of educating children about money through financial planning. We wrap up the episode with a warm reflection on our mutual appreciation and discuss exciting opportunities for future collaboration. Tune in for a blend of inspiration, practical advice, and an uplifting journey into the world of financial planning.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textIn this episode of Financial Planner Life, Rebecca Livesey introduces Parapool, a gig-based, online marketplace that is revolutionising the paraplanning profession. By offering a flexible and scalable marketplace for paraplanners and financial advisers, Parapool addresses the current issues of rising paraplanning costs and talent shortages. Becky explains how advisers can save up to 40% on paraplanning costs while paraplanners gain control over their workload and pricing, creating a more efficient and adaptable financial planning ecosystem.Becky also discusses the future model of Parapool, one that fosters collaboration rather than competition,  offering paraplanners not only jobs on their terms but also career development and networking opportunities. She emphasises the importance of ensuring quality work through bid thresholds, protecting paraplanners from undervaluing their services. This creates a sustainable, high-quality marketplace that serves both advisers and paraplanners well, even amidst rising client demands and increasingly restrictive regulations.Tune in to discover how Parapool is addressing the critical shortage of paraplanners in the profession, and how its gig-based model is reshaping talent management in financial planning - making financial planning more agile, cost-efficient, and collaborative.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textIn today's episode of Financial Planner Life, Alina Burlacu, financial coach (and qualified financial planner) shares her insights on the evolving role of financial coaching. Alina discusses her transition into coaching, highlighting how her experience in her profession, as well as financial planning, enables her to address the emotional and psychological aspects of clients' financial behaviours. By integrating her coaching techniques, financial professionals can provide more personalised and effective guidance, allowing clients to overcome any mental blocks that hold them back from making informed decisions.Our conversation delves into the importance of collaboration between financial coaches and planners. Alina explains how her coaching sessions prepare clients for significant life changes, ensuring they are “advice-ready” when engaging with planners. This collaborative approach not only enhances the planning process, but also builds trust with clients so they feel more confident and supported in their financial journey. With current research showing that a significant portion of individuals experience anxiety when discussing finances, Alina's strategies to foster emotional readiness are particularly relevant in today's climate.Tune in to gain valuable insights into how financial coaching can streamline the financial planning process and improve client outcomes. There seems to be an ever-growing need for financial professionals to adopt a holistic approach that addresses both emotional and technical aspects of money management. Find out how integrating coaching principles into your practice can lead to deeper client relationships and a more successful financial planning career. Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textIn this episode of Financial Planner Life, we are joined by Emma Hall, Chartered Financial Planner of the Year, who shares her career journey through a lens focused on workplace flexibility, women's wellbeing support, and mental health policies  - and how these are essential for creating a thriving and resilient firm.  For women in financial planning, these are not just HR topics—they directly affect retention, career progression, and overall workplace culture. With Emma's real-world experience and actionable insights, this conversation goes beyond the surface to address current gaps in support systems within the financial planning profession.Emma highlights the increasing demand for flexible work arrangements, especially as more professionals seek a balance between their personal lives and high-pressure careers. However, Emma makes a critical distinction: flexibility must be paired with meaningful in-office interactions, particularly for those new to the field. Firms need to foster an environment where both experienced professionals and emerging talent can grow. The key takeaway? Companies that fail to offer flexibility risk losing top-tier talent, but those that embrace it, paired with strong onboarding and mentoring systems, will have a competitive edge.We also delve into often-overlooked but critical issues like menopause and mental health in the workplace. Menopause affects multitudes of women in the workforce, yet few financial planning firms have policies in place to support women during this stage of life. Emma's advocacy brings attention to the need for real-time mental health resources and open conversations about life events that impact professional performance. Emma's message is clear: businesses that prioritize well-being—by offering comprehensive mental health policies and menopause support—create not only a more inclusive culture but also a more sustainable one. Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textIn this episode, Managing Director, Kate Bailey, and Associate Partner, Ryan Milne,  explore how mentorship, training, and succession planning are driving the next generation of success in the profession. With a rapidly aging adviser workforce and a looming talent shortage, investing in young financial planners is more important than ever. Sam Oakes sit down with Ryan, a young financial planner, and Kate, his mentor, to discuss the challenges they've faced and how they're working together to shape the future of the company - Kate Bailey Financial Planning - and the profession as a whole.Ryan shares his journey, revealing how Kate's hands-on mentorship helped him overcome common hurdles faced by younger advisors, such as age bias and skepticism from clients. He emphasizes how mentorship goes beyond exams and certifications—it's about learning how to navigate client relationships, build trust, and add value. Kate's commitment to his development shows how mentorship plays a crucial role in preparing young planners for long-term success.The guests also touch on the critical role of business development, often overlooked within the financial planning career path, and why mastering this skill is essential for career growth. Kate highlights the importance of succession planning—not just for sustaining the success of the firm but to secure the future of client relationships. Tune in to this insightful discussion and learn how these strategies are shaping the future of financial planning, helping their firm grow and thrive across generations.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textEver wondered how to create a thriving workplace that benefits employees, shareholders, and clients alike? Don't miss our enlightening conversation with Helen Lovett, COO of Foster Denovo, as she uncovers the power of clear career development frameworks. Learn firsthand why their strategic focus has elevated employee engagement and client satisfaction. Helen also sheds light on Foster Denovo's pioneering use of AI in financial planning and the rave reviews their consumer duty initiatives have received. This is your chance to explore the future of financial planning from a true thought leader.Striking the right balance between creativity and leadership can be challenging, but Helen shares invaluable strategies that keep innovation alive while ensuring the team remains aligned. Tune in to discover practical advice on managing business-related anxiety and setting effective boundaries. Helen's insights into prioritizing projects using tools like the urgent-important matrix, managing high-energy tasks, and the advantages of working with a personal assistant are game-changers for any leader looking to optimize productivity and maintain focus.Lastly, Helen emphasizes the critical role of women in financial planning and how flexible working arrangements can make this rewarding career path more accessible. Learn about the exciting advancements in AI and data technologies that are enhancing client services and compliance. Helen's passion for fostering a dynamic workplace and her commitment to business growth shine through, making this episode a must-listen for anyone passionate about leadership, innovation, and the future of the financial planning profession.To find out more about working for Foster Denovo - Click here Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textJoin us for an inspiring conversation with Tom Mangan, a financial planner at St James's Place, who  transitioned from the fitness industry to financial planning. Discover how Tom's sports-centered upbringing, marked by his time playing football at Aston Villa and running a private training business, imparted essential qualities like resilience and discipline that paved the way for his success in the financial sector. Through his story, we break the stereotype that young advisers can't thrive and underscore the profound impact of early-life experiences on professional achievements.You'll learn about Tom's passionate commitment to financial education and empowerment, as he shares his personal journey from limited financial literacy to becoming a financial adviser. We discuss the critical role of early education in managing money, the challenges of self-employment, and the strategic decisions involved in building a robust financial planning team. Tom emphasises the importance of leveraging personal and professional networks, highlighting the value of mentorship and the structured training provided by the St James's Place Academy.Gain insights into the comprehensive support system at St James's Place that aids young financial planners like Tom. From intensive training to ongoing guidance from business development managers, discover how these resources contribute to career success. We explore real-life success stories, strategies for maintaining momentum, and the significance of creating a supportive back office to attract top advisors. Tom's relentless drive and achievements serve as a motivational blueprint for anyone looking to excel in financial planning.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textIn this episode of Financial Planner Life, Chris Ball (CEO of Hoxton Wealth) steps in as host while Terry Smith, CEO of Fundsmith (and often referred to as the UK's answer to Warren Buffet), shares his fascinating journey from a career at Barclays Bank to becoming a widely known financial services disruptor! Starting in banking, he worked his way through various finance roles, gaining life-long insights into investments and markets. His entrepreneurial spirit led him to leave the banking sector, jumping into the world of brokerage despite the shock of his colleagues.Terry discusses his pivotal decision to publish the controversial paper "Accounting for Growth," which ultimately cost him his job and made him "unemployable" but opened the door to entrepreneurship. He reflects on the importance of integrity, emphasising the need for honesty in business, but also makes it clear that he is a capitalist who believes in creating both value and profit.Living in Mauritius and experiencing life as an expat, Terry shares personal stories from managing businesses, including the importance and  challenges of building trust with employees. He compares the leadership styles of running a business and managing investment portfolios, pointing out that most people in finance don't excel in both. Does Terry? Throughout the conversation, Terry offers valuable advice to aspiring fund managers, stressing the importance of patience, proper training, and sticking to a disciplined investment approach. He also shares his thoughts on top investment sectors, while reflecting on the moments that shaped his career and how starting Fundsmith brought him the most fulfilment.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textIn this episode of Financial Planner Life, host Sam Oakes sits down with financial planner Tracy Brookes for an honest and open conversation about her journey into the financial planning profession. Join us as Tracy discusses her remarkable journey from a chartered financial planner to becoming an influential voice in the financial planning community as the new host of the Wealth and Women podcast. She shares her valuable insights on leadership, organisational strategies, and the importance of a supportive, growth-minded work environment. Learn firsthand how her podcast with the Personal Finance Society (PFS) aims to attract more women to the financial planning profession, making a substantial impact in a profession where female representation is still limited.Sam and Tracy talk about the art of juggling a thriving career and a busy family life, while she reveals her tips for effective organisation, discipline, and delegation as a working mother. The two also delve into a conversation about the evolution of the profession toward a client-focused service model, and how leveraging technology can elevate client engagement and free up valuable time for meaningful interactions. Listen to Tracy and Sam uncover the myths and realities of the financial planning profession. Tackling the misconceptions head-on, from the outdated view of financial planning as a sales job to the gender disparities still present in the field. This episode offers practical solutions for increasing gender diversity, building credibility and fostering professional growth - especially by harnessing the power of podcasts to promote women's voices in finance. Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textDiscover the transformative journey of Godfrey Asare, who transitioned from the food retail sector to becoming a successful financial planner, all while emphasizing the importance of financial literacy for everyone. This episode promises to unravel Godfrey's incredible story—from working at Waitrose, Itsu, and Marks and Spencer to his graduation from the prestigious St. James's Place Academy. Listeners will gain invaluable insights into how financial education can alleviate financial stress and improve mental health, irrespective of socioeconomic background.Godfrey's story is not just about career transitions but also about leveraging past experiences for future success. We discuss how his background in buying and negotiation has been instrumental in building trust and relationships in his financial planning career. The episode also delves into Godfrey's commitment to providing financial education seminars, particularly within the food and drink industry, and the dual role he often plays in offering both financial and buying advice. His insights into making employee benefits relevant and the positive feedback he has received are particularly noteworthy.Moreover, this episode emphasizes the power of purpose-driven work in fostering resilience and achieving long-term success. Godfrey shares personal anecdotes that highlight the importance of a strong support system, nurturing energizing relationships, and the value of content repurposing for social media. If you're looking to understand the profound impact of financial literacy, gain tips on career transitions, and be inspired by someone who has turned personal experiences into professional triumphs, then this conversation with Godfrey Asari is not to be missed.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textHave you ever wondered what it's like to make the leap from the UK to Dubai for a career in financial planning? In this episode, we sit down with Charley, a UK-born client services manager, to delve into her journey of transitioning from accounting in the UK to working in international financial planning in Dubai. Charley shares her personal motivations for the move, the challenges she faced, and the reality of living in a city known for its luxury and high cost of living. She offers a candid look at the financial and lifestyle adjustments required to thrive in this vibrant metropolis.Listen in as Charley discusses the significant financial considerations of living in Dubai, from high rent and living costs to the unique benefits of a tax-free income. She also sheds light on the lifestyle contrasts between Dubai and the UK, highlighting how the city's diverse opportunities and sunny weather offer a different kind of quality of life. Beyond the glitz and glamour, Charley emphasizes Dubai's wellness and family-friendly aspects, demonstrating that the city is more than just a playground for the wealthy.In addition, Charley reflects on her career ambitions and how Dubai has opened doors for her in the international financial planning arena. She talks about her plans to expand her qualifications to include U.S. certifications and her vision of potentially moving to other global markets in the future. Tune in to discover how Dubai is shaping her career and personal growth, and gain valuable insights into what it means to embark on an international career in financial planning.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textWhat does it take to transition from an administrative role to a technical expert in financial planning? Join us as we talk with Paula Guedes, a dynamic practice lead at Foster Denovo. Paulas journey from Brazil to the UK, pursuing a master's in finance and economics, and working her way up from an entry-level position to a chartered paraplanner, is nothing short of inspiring. She shares how her analytical strengths and passion for financial planning have shaped her career, offering valuable insights for women aspiring to make their mark in this predominantly male-dominated profession. Communication is the cornerstone of any successful financial planning team. In this episode, Paola elaborates on the crucial relationship between financial advisers and paraplanners, emphasising the benefits of fostering a team atmosphere. She reveals how paraplanners can enhance client confidence by simplifying complex financial information, and discusses the unique perspective non-native English speakers can bring to the table. Celebrating the achievements of women in finance, Paola advocates for greater diversity and inclusion, making a compelling case for why the profession needs more female leaders.Paulas story of ambition and growth is both motivating and instructive. After significant personal milestones, such as the birth of her daughter, she returned to work with renewed vigor, tackling challenging qualifications and securing a promotion to chartered paraplanner. She highlights the importance of continuous learning, viewing failure as a stepping stone rather than a setback. By sharing her experiences at Foster Denovo, including the firm's impressive gender diversity and people-centric approach, Paula underscores the significance of personal growth and development within the company. Her journey serves as a testament to the power of ambition, resilience, and the pursuit of excellence in one's career.  if you are interested in joining Foster Denovo  - Click here Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textUnlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from Hoxton Wealth who traded the historic streets of Edinburgh for the bustling avenues of Dubai. Ellie recounts her adventure of diving headfirst into Dubai's high-energy, opportunity-laden environment, gaining invaluable experience in paraplanning and client relationship management under the mentorship of Hoxton Wealth's CEO, Chris Ball. Discover how the fast-paced lifestyle of Dubai contrasts with the more serene pace of Edinburgh and why this dynamic shift has been pivotal for Ellie's career.Ellie shares her strategic journey of breaking into financial planning, detailing her proactive steps from university to securing roles that honed her soft skills and practical know-how. We explore the challenges and rewards of managing multi-jurisdictional portfolios and the vital importance of building impeccable client relationships. Through a blend of administrative, analytical, and client-facing roles, Ellie is meticulously crafting a path towards obtaining professional qualifications in both the UK and the US, setting a solid foundation for a thriving career in financial planning.Lastly, tune in for an inspiring discussion on the role of women in finance, especially those navigating international waters. Ellie opens up about the support and mentorship she's received at Hoxton, the importance of confident, strategic networking, and her lofty ambitions for content creation and connections. With stories of potential collaborations with influential figures like Jo Malone, this episode brims with ambition, inspiration, and actionable insights for anyone looking to carve out a successful career in financial planning, particularly in the vibrant city of Dubai.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textFrom his humble beginnings as an administrator to his current role managing a client book as a financial planner in an investment Managment company , Matt's journey is nothing short of inspiring. He offers invaluable insights into the importance of a holistic, personalised  approach to financial planning, and shares his experiences working with a diverse array of clients, from high net worth individuals to the mass affluent. Learn how Matt balances the demands of investment management with comprehensive financial planning.Ever wondered about the critical role of paraplanner in the financial planning profession? Matt Finch sheds light on the multifaceted challenges these professionals face, from managing hefty workloads to tackling ongoing professional exams. Discover the essential contributions paraplanners  make to advisory businesses and why their value in the profession should be recognised and rewarded. Hear about the supportive communities like the Paraplanner Club, which provide networking opportunities and foster professional growth among paraplanners and administrators.If you're contemplating a career in financial planning or looking to advance within the field, this episode is a must-listen. Matt discusses career progression, from administrative roles to financial advice positions, and the significance of mentorship programs in facilitating these transitions. Whether you're re-entering the workforce or navigating firm consolidations, Matt's advice on clear career pathways and development plans will guide you toward success. Plus, learn about the role of academies in accelerating career advancement and how mentorship can be a game-changer in your professional journey.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a Text Message.Unlock the secrets of global compliance in financial planning with our special guest, Paul Tate, the Global Head of Compliance at Hoxton Capital Management.From his humble beginnings as a financial advisor in South Africa to his influential role in Dubai, Paul shares his compelling journey and the passion that drives him. Discover how ethics and compliance can positively impact lives across different markets including the UK, Australia, the US, Cyprus (Europe), and South Africa.Navigate the intricate web of global financial regulations as Paul unravels the complex landscape of multi-jurisdictional compliance and Advice. Learn about the specific licenses and regulatory bodies that govern financial services in regions like Australia, the UAE, the USA, and South Africa. Paul offers his first-hand experience, detailing the challenges faced and strategies employed to maintain compliance while growing international operations. This segment provides an essential guide for anyone looking to understand the regulatory frameworks that shape global Financial Planning. Explore the future of financial services through technology, with a focus on its role in compliance and client management. Paul discusses how technological advancements are creating efficiencies and ensuring fair treatment for all clients.Additionally, we delve into the booming trend of digital nomadism, where financial planners can build a strong social media presence and enjoy a flexible lifestyle. This episode is packed with valuable insights and inspiring stories, making it a must-listen for financial professionals and aspiring digital financial planning nomads alike.interested in joining Hoxton - Check out our careers page here or reach out directly to Sam Oakes Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a Text Message.Trigger Warning  - We discuss Suicide and Addiction. Hosted by: Sam OakesGuest: Dylan Ellis, Financial Planner at St James's PlaceEpisode Overview: In this deeply insightful episode of the Financial Planner Life Podcast, host Sam Oakes talks with Dylan Ellis, who at just 26 years old has transformed personal adversity into professional success. Dylan candidly shares his story of growing up in poverty, the profound impact of losing his brother to suicide, and his mother's battle with addiction and subsequent death, and how these pivotal moments steered him toward a career in financial planning.What You'll Learn:From Admin to Adviser: Discover Dylan's career evolution from an administrative role at 18 to achieving significant milestones as a financial planner by the age of 24.Empathy and Professional Growth: Learn how Dylan's personal experiences have enriched his ability to empathize with clients, making him a more effective advisor.The Role of Support Systems: Dylan highlights the importance of talking circles and mentorship in his healing and professional development.Achievements and Impact: Gain insights into Dylan's professional achievements, including writing over £300,000 of business in one year and managing assets worth £18.5 million.Advocacy for Mental Health: Dylan discusses the critical need for mental health awareness and support within the financial industry, advocating for a shift toward greater openness and understanding.Closing Thoughts: This episode is a powerful reminder of how personal challenges can fuel professional and personal growth. Dylan's journey is not just inspiring; it also underscores the importance of mental health support and empathy in financial planning.Mental Health Resources: For listeners seeking support, here are some essential UK resources:Samaritans: Available 24/7 at 116 123 for anyone in distress.Talk Club: Providing a space for men to support their mental fitness (website for more information).Mind: Advice and support for mental health problems at 0300 123 3393.Suicide Prevention Hotline: Immediate help is available 24/7 at 116 123.Tune in to this profound exploration of resilience, empathy, and the power of human connections within the finance industry. Whether you're a professional in the sector or someone navigating your challenges, Dylan's story offers valuable insights and encouragement.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a Text Message.Are you a mortgage advisor looking for more stability and long-term growth in your career? Transitioning to an Independent Financial Advisor (IFA) might be the strategic move you've been searching for. In this episode of the Financial Planner Life podcast, Sam Oakes sits down with Daniel Hobbs from New Leaf to explore the benefits and challenges of making the shift from mortgage advice to financial planning. They discuss the role of networks like New Leaf in supporting advisors through this transition, the potential for increased financial security and business growth as an IFA, and the key considerations for those thinking about making the leap. Daniel shares success stories from mortgage advisors who have successfully transitioned, offering practical advice on how to leverage existing client relationships and data to build a thriving IFA practice.Key Topics Covered:Introduction to New Leaf:Overview of New Leaf's support for mortgage advisors and IFAs.Explanation of the network's role in compliance, regulatory support, and fostering a community.The Case for Transitioning to IFA:Differences between mortgage advice and IFA roles.Long-term benefits of becoming an IFA, including recurring income and business value.Success stories from advisors who transitioned and grew their practices.Challenges and Considerations:Importance of a mindset shift from transactional sales to long-term financial planning.Financial implications of the transition, including the need for financial reserves.The necessity of patience and taking the time (6-24 months) to establish a successful IFA practice.Support from Networks Like New Leaf:New Leaf's mentoring and development programs for new and transitioning IFAs.Importance of choosing a network that aligns with individual goals and offers comprehensive support.Details on New Leaf's Academy program for guiding new advisors.Leveraging Existing Client Relationships:Strategies for mortgage advisors to use existing client data and networks to build their IFA business.Emphasis on understanding client assets early to identify wealth management opportunities.The Future of Financial Advice:Discussion on the decreasing number of wealth advisors and the growing advice gap.Opportunities for mortgage advisors to transition and meet the increasing demand for financial planning services.The role of technology and AI in enhancing advisor efficiency and client service.In conclusion, the episode offers valuable insights for mortgage advisors considering a transition to fiBegin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a Text Message.And another top hire for Hoxton Capital Managment in the UK!Join us on this episode of the Financial Planner Life podcast as we sit down with Adrian Benjamin, who recently joined Hoxton Capital Management as a protection consultant.  this is Adrians second spin on the Financial Planner Life Podcast! Adrian delves into his motivations for the career move, discussing Hoxton's innovative approach to financial services, their ambitious growth plans, and international reach. Reflecting on his journey over the past two years, Adrian shares his dedication to raising awareness about protection services, his social media advocacy, and his notable achievements, including winning the Dr. Marioness Barnard Award.Uncover the critical importance of life protection and financial security through Adrian's poignant personal stories. Following the passing of his father, Adrian's commitment to ensuring comprehensive protection for families has only strengthened. From life insurance to mental health and bereavement support, he emphasizes the breadth of policies available today. We also explore the exciting prospects of working with an international firm like Hoxton Capital, including opportunities for global mobility, such as moving to Dubai.Wrapping up, we dive into the evolving landscape of financial planning careers, highlighting the benefits of remote work for achieving a better work-life balance. Adrian and I discuss the significance of authenticity in professional roles, rapid business growth opportunities, and the support provided by Hoxton's Pathway Academy for aspiring financial planners. We also touch on the potential of the Expat Life podcast and other educational initiatives aimed at enhancing financial well-being. Tune in to hear about the promising future and shared enthusiasm for the journey ahead with a dynamic, young company led by visionary leadership. Welcome to Hoxton Adrian! if you ar einterested in joining Hoxton register your details here Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a Text Message.Want to know the secrets to successful recruitment in the financial planning profession? Our special guest, Helena Bogdanovski from Foster Denovo today shares her expertise in talent attraction. Learn how she navigates the intricate process of hiring self-employed financial advisers, focusing on relationship-building and understanding their unique needs to ensure a perfect fit for both the advisers and their clients.Explore the evolving roles in financial planning, where Helena delves into the transition from merely recruiting talent to offering continuous support throughout their careers. From addressing the distinct needs of newcomers to those nearing retirement, Helena highlights the importance of trust and consistent communication. Through compelling examples like the story of Nikos, she illustrates the challenges and tailored solutions for guiding ambitious self-employed professionals, underscoring the commitment to their long-term success.Discover how Foster Denovo stands out in the financial planning landscape by investing heavily in career development frameworks and fostering a vibrant, collaborative workspace.Helena shares insights into the company's unique culture, high energy, and strong staff retention, which make it an attractive place for both employed and self-employed advisers. Explore the open and inclusive recruitment opportunities at Foster Denovo, where Helena's unique interviewing style and the company's dynamic environment create an engaging and supportive career journey. Tune in to uncover the positive and thriving work culture that defines Foster Denovo - click here to apply for jobs Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a Text Message.Unlock the secrets to a fulfilling career in financial planning with Tom Brookes from Mosaac Financial Planning. Tom's journey is nothing short of inspirational, from his early ventures in the property market to his transformative "quarter life crisis" that led him to the world of financial advising. His story is a testament to the power of self-belief and strategic career moves, offering invaluable insights for anyone at the start of their financial planning journey.Tom sheds light on the often challenging transition into financial advice, sharing his firsthand experiences of the steep learning curve beyond passing the CII RO exams. He emphasizes the crucial role of on-the-job training and the wisdom gained from observing professionals. Whether you're considering a move into financial planning or navigating its early stages, Tom's advice on dealing with recruiters and understanding financial products is essential listening.We also explore the strategic choices between employment and self-employment in the financial planning profession. Tom's candid reflections on the barriers to entry and the need for a foundational salary for trainees highlight the practical challenges newcomers face. His perspective on leveraging youth to take career risks and the eventual financial rewards of persistence and hard work provides a roadmap for aspiring financial planners. Join us for a conversation rich with actionable advice and personal stories that can shape your career in financial planning.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a Text Message.Unlock the secrets to succeeding in the global financial advice with insights from Jacob Hall, the Global Head of Advisory for Hoxton Capital Management. Jacob takes us through his transformative journey from self-employment to leading a dynamic team of 40 professionals. You'll gain a deep understanding of the evolving industry landscape, the innovative strategies employed by Hoxton, and the critical pathways developed to nurture new advisors toward a successful career in financial planning.Our conversation journeys into the heart of Dubai, a bustling multicultural business hub that offers unique opportunities and challenges. Jacob shares firsthand experiences of managing a diverse team and the benefits Dubai provides, from tax advantages to its vibrant lifestyle. We discuss the financial needs of expatriates, the growing opportunities in the GCC region, and the significance of borderless financial planning in today's interconnected world.Discover the multifaceted strategies for effective networking and business development that set successful financial planners apart. Jacob delves into the innovative use of technology to enhance client engagement, the power of content creation, and the role of niche marketing in capturing target clients. You'll also learn about the Pathway Program, a revolutionary initiative designed to bring fresh talent into the financial advisory profession and support their growth. Whether you're a seasoned professional or just starting, this episode is packed with valuable insights and practical advice to elevate your financial planning practice. to find out more about joining Hoxton - click here and make sure you mention Financial Planner Life as the source.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a Text Message.Unlock the secrets of emotional intelligence in financial planning with James Woodfall, our special guest and ex-financial planner turned EQ expert. Discover how emotional intelligence stacks up against traditional IQ in shaping successful careers in financial planning. Learn why EQ is a game-changer in recruitment, training, and its profound impact on the bottom line. James explains why emotional intelligence is crucial for navigating high-stakes financial conversations. We delve into the science behind neuroplasticity and how mindfulness techniques can catalyse personal and professional growth. Witness the transformational power of empathy and self-awareness in enhancing job performance and client relationships.Furthermore, we explore the future of financial planning where AI and emotional insights converge. Imagine AI-driven CRM systems revolutionising client management through tailored, anticipatory service. James provides a glimpse into building in-house EI experts and the exciting possibilities of AI-enhanced emotional intelligence assessments. This episode is a treasure trove of insights for anyone keen to elevate their emotional intelligence and thrive in the dynamic world of financial planning.here's a couple of recommendations from James: Vanguard paper mentions behavioral coaching, and that advisers need to recognise clients' emotions: Emotions Revealed by Paul Ekman is a great read for those interested in emotions and behavior. The Coaching Habit by Michael Bungay Stanier is recommended for asking better questions. We spoke about why giving advice or asking questions are not optimal first responses, this book contains some good content about why. It's primarily for leaders, but with a few tweaks the questions are great to use with clients. Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Ever wondered how selling luxury cars could lead to managing 63 million in assets? Join us for an enlightening conversation with Nathan Ind, a partner at St James's Place, as he shares his remarkable career journey from the motor trade to financial planning via the St James's Place Academy.  Nathan's story isn't just about changing careers—it's about leveraging diverse experiences and mastering the art of building client relationships. Discover how his early days washing cars and climbing the ranks of the motor trade laid the foundation for a successful transition to financial planning.Learn how Nathan honed his soft skills and practical knowledge at the St James's Place Academy, transforming his sales and relationship-building expertise into a thriving financial services practice. We dive into the pivotal role of emotional intelligence and the academy's innovative training techniques, which include role-playing and adapting communication styles. Nathan's insights on understanding client personalities and asking the right questions are invaluable for anyone looking to excel in client-facing professions.Uncover Nathan's strategic approach to building a client base, starting with mortgages and expanding into comprehensive financial planning. Hear his thoughts on the power of traditional client-building methods over social media, the benefits of the Business Succession Planning (BSP) model, and the significance of maintaining genuine relationships. Nathan's story underscores the timeless principles of hard work, consistency, and exceptional customer service in creating a successful financial planning career. Whether you're considering a career change or looking to enhance your client relationship skills, this episode offers a wealth of actionable insights.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Curious about the international Financial planning space? Join us for an exclusive conversation with Chris Ball, CEO of Hoxton Capital Management, as he shares the impressive journey of evolving from a business set up at his kitchen table, to a client-centric financial planning powerhouse with over 250 staff in 6 countries, including the UK. Sam Oakes was so impressed with Chris, and  Hoxton Capital Management, that he decided to join the company as Head of Creative! in this episode, Chris reveals the company's strategic growth, including navigating the challenges of 2022 and 2023, and the pivotal role of a cohesive team in achieving sustainable expansion. Gain insights into the promotion of key talent and the exciting momentum building up for 2024.Listen as we explore the complexities of international regulatory compliance and the meticulous efforts made by Hoxton Capital to adhere to diverse regulations across multiple jurisdictions. From the UK to Australia and beyond, Chris discusses the importance of specialized compliance teams and the rigorous processes they implement to ensure business integrity. ]We also delve into Hoxton's strategic acquisitions of Independent Financial Advisors (IFAs) in the UK, emphasising the satisfaction of maintaining long-standing client relationships and establishing a credible local presence complemented by global expertise.Discover how Hoxton Wealth is revolutionizing the financial planning experience with homegrown innovative tools like the Matrix CRM system and the Hoxton Wealth app. These platforms offer real-time financial insights, enabling clients to manage their wealth proactively. Chris elaborates on how the firm's commitment to efficiency and transparency shapes the client experience. Finally, we discuss future opportunities, the significance of leaning into one's strengths and passions, and the collaborative spirit driving the profession forward. Don't miss this in-depth look at building a successful and professional future in international financial advice.be sure to reach out to Sam Oakes if you are interested in joining Hoxton.  Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.