Sam Oakes

Financial Planner Life Podcast

Business EN ↓ 285 episodes

Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners, and back-office staff all have their own stories to share, and The Financial Planner Life podcast serves as a pl...

Author

Sam Oakes

Episodes

Richard Mikdadi Chartered Fellow on Ultra High Net Worth Financial Planning, Why Team Work Makes the Dream Work, And a Career at Tilney. 16.07.2020 1:38:14

“As a Financial Planner, you are not trying to sell a thing; you are trying to solve a problem.” I love this quote from Chartered Fellow Richard Mikdadi, a partner at Tilney. I’ve known Richard for over a decade - we sat opposite each other when we both worked for Aviva. I knew back then that he was destined for great things, and that day came when he got to be a guest on The Financial Planne...

Jonathon Jay, from Trainee Paraplanner to Chartered Financial Planning Director at Investec 07.07.2020 1:20:08

This week’s guest is Jonathon Jay - Associate Director level Financial Planner at Investec Wealth. Jonathon is a prime example of how ambition, hard work, self-belief and a clearly defined goal can propel your financial planning career forward within a short space of time. Jonathon didn’t leave school with the greatest of A-Levels and didn’t go to University. However, this didn’t stop him from...

Cathi Harrison - business owner, CEO of the Verve Group talks graduate recruitment, outsourced paraplanning & compliance. 29.06.2020 1:30:45

This week's guest is the amazing Cathi Harrison, the CEO of the Verve Group, a collection of companies that provide outsourced paraplanning, compliance, and training for financial planning companies. Cathi shares her career journey from starting as an employed administrator, progressing to paraplanner, deciding to go freelance, and eventually setting up and running a group of companies that...

Nathan Smith - From college to financial planner, the power of mentorship & why entry level roles are the way forward! 18.06.2020 1:33:25

Episode 7 of the financial planner life podcast is now live, my guest this week is Nathan Smith who is a Financial planner from Mattioli Woods. Full of gratitude for his employer and passion for the industry, Nathan is a classic example of what can be achieved when a financial planning firm invests in training and development for entry-level candidates. Nathan left college at the age of 19 to p...

Simon Parfitt - Fee Based, Life Centred Financial Planning in Hong Kong 11.06.2020 1:28:55

In episode 6 of the financial planner life podcast, I talk to Simon Parfitt about his financial planning career, starting at the age of 23 in Amsterdam to becoming a founding partner and money coach in one of the few fee-based financial planning firms in Hong Kong. Simon is a big advocate of life centred financial planning, in fact, Pyrmont is the only firm in Hong Kong offering this approach to...

Makala Green on networking, advising the entertainment industry and being the first black chartered female financial planner in the UK. 18.05.2020 1:41:20

My guest on Episode 5 of the financial planner life podcast this week is Makala Green. the principal of Green wealth Planning. Makala Green dropped out of college at the age of 16 and started working for a building society as a cashier, she quickly rose through the ranks to become a Financial Planner at the age of 21! Makala’s passion for studying and self-improvement helped her become the first b...

James Prince - the realities of making it as an International financial planner in Abu Dhabi 11.05.2020 1:23:14

On Episode 4 of the financial planner life podcast, I interview James Prince from Arlo Wealth Management. James is a multiple business owner, certified international financial adviser, and a qualified lawyer based in Abu Dhabi. On this episode we talk about: · Why he moved from criminal law to financial planning. · the realities of working offshore, are the roads really paved with...

Jade Rose: From fashion to finance: Why health and wellness, financial literacy and educating young women on finance is crucial 20.04.2020 1:19:55

I was delighted to be joined by Jade Rose from Reddings Wealth Management on The Financial Planner Life podcast this week. We discussed a range of topics including her journey into financial planning, as she originally had built a career in fashion design and buying, which admittedly is not the typical route someone enters financial planning from! In this episode, we cover topics such as health a...

Emmanuel Asuquo: The importance of personal branding, and educating young adults about financial literacy 09.04.2020 1:19:24

This week I’m joined by Emmanuel Asuquo from The Eman Effect. After initially starting his career in Barclays as a cashier, Emmanual has developed himself to become an independent adviser, TV personality, coach and motivational speaker for financial literacy and black people in finance. In this episode, we cover topics such as self-employment, branding, and the lack of ethnic diversity within fina...

Cleona Lira: Moving from Mumbai, first year self employed as an IFA and the importance of branding - and how it will propel your career forwards! 19.03.2020 1:11:42

This week I’m joined by Cleona Lira from Conscious Money an appointed representative of 2plan Wealth Management. After initially starting her career as a car saleswoman in Mumbai, Cleona shares her journey from migrating to the UK, to building her career as a self-employed Chartered Financial Planner. In this episode, we cover topics such as self-employment, social media, branding and women in fi...