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Financial Planner Life Podcast Financial Planner Life Podcast Sam Oakes AI in Business AI in Business AI in Business AI Investing: for the AI Investor AI Investing: for the AI Investor AI Investing Which? Which? Which? Make More Money without Selling Your Soul Make More Money without Selling Your Soul Polly Lavarello ChatGPT Podcast ChatGPT Podcast ChatGPT Digital Voices: AI News, ChatGPT, OpenAI, Gemini, Claude Digital Voices: AI News, ChatGPT, OpenAI, Gemini, Claude Digital Voices Founder Built: Interviews, News, Startups, AI Founder Built: Interviews, News, Startups, AI Founder Built: Interviews, News, Startups, AI Let Freedom: AI & Business News Let Freedom: AI & Business News Let Freedom Insurance Exam Prep Insurance Exam Prep Ran Chen, EA, CFP® Pizza and Property Pizza and Property P&P Media 36氪·8点1氪 36氪·8点1氪 36氪音频 The Bottom Line The Bottom Line Williams Broadcasting | Maine State Chamber of Commerce Starter Story Starter Story Starter Story 不止牛马 不止牛马 不止牛马 Bob Proctor: The Science of Success Bob Proctor: The Science of Success Bob Proctor Legit Podcast Pro Legit Podcast Pro Gordon Firemark The Chris Voss Show The Chris Voss Show Chris Voss Abraham Hicks’s Podcast Abraham Hicks’s Podcast Abraham Hicks Cuentos con moraleja Cuentos con moraleja Borja Girón Mine Print Hash Mine Print Hash Matt Dines & Cameron Otsuka Desayuno con Bancolombia Desayuno con Bancolombia Bancolombia One Rental At A Time One Rental At A Time Michael Zuber Growing The Leader Within Growing The Leader Within Dr Gayla Holley Farmers Weekly Podcast Farmers Weekly Podcast AgriHQ Achievers Therapy Achievers Therapy Kingsley Nwaekwe 7 Minute Leadership 7 Minute Leadership Paul Falavolito Master The NEC - PODCAST Master The NEC - PODCAST Paul W. Abernathy InvestTalk InvestTalk Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors Blue Collar Millionaire Podcast Blue Collar Millionaire Podcast Chris Garrison & Kevin Marron Real Estate News Today | 2 Min News | The Daily News Now! Real Estate News Today | 2 Min News | The Daily News Now! The Daily News Now! Real Estate Exam Prep Real Estate Exam Prep Ran Chen, EA, CFP® NZZ Akzent NZZ Akzent NZZ The Invisible Hand The Invisible Hand Emma Reid TBPN TBPN John Coogan & Jordi Hays Klug anlegen - Klartext zur Geldanlage Klug anlegen - Klartext zur Geldanlage Quirin Privatbank Handelsblatt Disrupt - Der Podcast über die Zukunft der Wirtschaft Handelsblatt Disrupt - Der Podcast über die Zukunft der Wirtschaft Larissa Holzki, Handelsblatt
Financial Planner Life Podcast

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Financial Planner Life Podcast

Sam Oakes

LIBF Level 4 Qualification Deep Dive | John Somerville & David Tait

July 02, 2026 12:00pm 1:01

Why 30 to 39 Is the Best Age to Become a Financial Adviser Is 30 too old to start a career in financial planning?A lot of people would say yes. The reality is the opposite.The 30 to 39 age group is the fastest growing co...

Mother and Daughter Financial Planners: Building a £100M AUM Partner Practice! Adele and Victoria Cable

June 29, 2026 12:00pm 1:08

What's the best age to become a financial planner?Adele Cable changed career at 53, convinced she was nearly on the ‘scrapheap’. Victoria Cable started at 23, convinced nobody would trust someone her age with their finan...

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...

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