Podcast Episodes

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

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 b…

3 hours ago

How Financial Planners and Investment Managers Serve Wealthy Families

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 s…

6 days, 15 hours ago

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

Should technical professionals go freelance immediately or start as employed advisers? Alwyn Van Staden's journey offers a fresh perspective on enter…

2 weeks ago

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

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…

3 weeks ago

The Truth About Selling an International Financial Planning Business

What actually determines whether a financial advice firm can be successfully sold?

In this episode of Financial Planner Life, we sit down with Dan Dic…

4 weeks ago

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

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 …

1 month ago

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

Consolidation is rapidly reshaping the financial planning profession.

But what’s really driving it? And what does it actually mean for advisers, firm …

1 month, 1 week ago

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

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 Pla…

1 month, 2 weeks ago

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

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 dow…

1 month, 3 weeks ago

Employed Financial Planner Academy - The Openwork & Redmill Advance Partnership

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 exp…

2 months ago