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Financial Planner Life Podcast Financial Planner Life Podcast Sam Oakes AgriTalk AM & PM AgriTalk AM & PM AgriTalk AM & PM Squawk on the Street Squawk on the Street CNBC Financial Issues Financial Issues BizTalkPodcasts How To Run Profitable Retreats How To Run Profitable Retreats Leni Cavazos The Charity Shop Chat The Charity Shop Chat The Charity Retail Consultancy Meet the Franchise Meet the Franchise 1851 Franchise Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights Richard C. Wilson, CEO of Family Office Club FFL USA FFL USA FFL USA مجرة مجرة هارفارد بزنس ريفيو Keep The Change Keep The Change nextAdvisory Voices for Voices® Voices for Voices® Founder of Voices for Voices®, Justin Alan Hayes Imperium Podcast w/ Charlie Morgan Imperium Podcast w/ Charlie Morgan Charlie Morgan Gewoon Doen: Ondernemersradio voor en door ondernemers met FastForwardAmy Gewoon Doen: Ondernemersradio voor en door ondernemers met FastForwardAmy Amy Vandeputte A Nourishing Place Podcast A Nourishing Place Podcast Kelly Newton Making Cents Making Cents Frances Cook Farm Broadcaster, Lorrie Boyer Farm Broadcaster, Lorrie Boyer Lorrie Family Business Breakthroughs Family Business Breakthroughs Meridian Associates, Inc. Objetivo : Libertad financiera Objetivo : Libertad financiera Objetivo: Libertad financiera Her Boss Brain Her Boss Brain Pallavi Jain The Booth Juice The Booth Juice Maker Port Douglas Rock Solid Conversations Rock Solid Conversations Eric Zwigart 経営者の志 経営者の志 株式会社こえラボ Becker Private Equity & Business Podcast Becker Private Equity & Business Podcast Scott Becker Argus Media Argus Media Argus Media Zacks Market Edge Zacks Market Edge Zacks Investment Research Proactive - Interviews for investors Proactive - Interviews for investors Proactive Halftime Report Halftime Report CNBC AIDEA Podkast AIDEA Podkast Klemen Selakovic The Electrical Show The Electrical Show Fix Radio O Assunto é Dinheiro - Luiz Gustavo Medina O Assunto é Dinheiro - Luiz Gustavo Medina CBN Vermont Viewpoint Vermont Viewpoint Vermont Viewpoint SCC Savor SCC Savor Sanibel Community Church وين ماتكون وين ماتكون عبدالرحمن الخميس The EO Visionary Voices Podcast The EO Visionary Voices Podcast Brent W. Peterson EmpowerHer: The Multi-Income Woman Podcast EmpowerHer: The Multi-Income Woman Podcast Priya Verma The AllinCrypto Podcast The AllinCrypto Podcast AllinCrypto
Financial Planner Life Podcast

Business

Financial Planner Life Podcast

Sam Oakes

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

June 25, 2026 11:00am 42 min

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

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

June 18, 2026 12:00pm 48 min

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

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

June 11, 2026 12:00pm 1:14

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

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

June 04, 2026 12:00pm 44 min

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

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

May 28, 2026 12:00pm 1:05

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

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

May 21, 2026 12:00pm 35 min

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

How Financial Planners and Investment Managers Serve Wealthy Families

May 15, 2026 12:00am 55 min

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

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

May 07, 2026 12:00pm 46 min

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

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

April 30, 2026 12:00pm 1:13

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

The Truth About Selling an International Financial Planning Business

April 23, 2026 12:00pm 58 min

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

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

April 16, 2026 12:00pm 1:10

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

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

April 09, 2026 12:00pm 44 min

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

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

April 02, 2026 12:00pm 37 min

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

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

March 26, 2026 1:00pm 48 min

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

Employed Financial Planner Academy - The Openwork & Redmill Advance Partnership

March 19, 2026 1:00pm 1:02

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

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

March 13, 2026 1:00am 50 min

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

Investment Banker to Self Employed IFA - Caroline Laudren

March 05, 2026 12:00pm 59 min

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

Building An International Financial Advice Powerhouse - Titan Wealth International

February 19, 2026 4:00am 56 min

The Evolution of International Financial Planning | Titan Wealth International | Dubai Careers and Global Financial Advice OpportunitiesInternational Financial Planning is evolving and Titan Wealth International is helpi...

How A Paraplanner Became A Financial Planner At Titan Wealth

February 05, 2026 11:00am 40 min

Thinking about a career change into financial planning?How do you become a financial adviser if you’re changing careers? In this episode of The Financial Planner Life Podcast with Titan Wealth, Azela explains the fastest...

Redmill Advance: Raising Standards in Financial Planning Education & Qualifications

January 22, 2026 6:00pm 47 min

In this special episode of the Financial Planner Life podcast, Sam Oakes welcomes David Tate, Managing Director and Founder of Redmill Advance, our official training and development sponsor for 2026.David shares the insp...

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