Podcast Episodes
Back to SearchFrom Luxury Cars to £63m in AUM, a Financial Planning Career Pivot With Nathan Ind of St James's Place
Season 1
Ever wondered how selling luxury cars could lead to managing 63 million in assets? Join us for an enlightening conversation with Nathan Ind, a partne…
1 year, 9 months ago
Building an International Financial Planning Business with $2bil AUM in 6 years! Chris Ball of Hoxton Capital Management
Season 1 Episode 193
Curious about the international Financial planning space?
Join us for an exclusive conversation with Chris Ball, CEO of Hoxton Capital Management, as…
1 year, 9 months ago
Unlocking Career Growth: Sean Banks on Financial Planning, Mentorship, and Navigating Career Transitions
Ever wondered why some financial planners choose employment over entrepreneurship?
Discover the compelling journey of Sean Banks, Senior Financial Pl…
1 year, 10 months ago
Jonathon Jay - Why I joined Hoxton Capital Managment as Managing Director of UK Financial Planning - With Your Host Sam Oakes
This week on the Financial Planner Life Podcast, we welcome back Jonathon Jay who first appeared on the podcast 3.5 years ago and lots has changed s…
1 year, 10 months ago
How I 6x My Turnover as a Financial Planner - Tom Schofield of Foster Denovo shares with Sam Oakes
Season 1 Episode 186
What happens when an aspiring professional rugby player swaps the field for financial advising?
Join us for a conversation with Tom Schofield, a part…
1 year, 10 months ago
Sam Oakes Talks to Jack Dudley about his career change, from teaching to financial advice and how to get a job in financial planning.
What happens when you blend military precision with classroom teaching and then pivot to financial planning? Meet Jack Dudley, a former Royal Enginee…
1 year, 10 months ago
Change Manager Olivia Crease on Driving Growth and Innovation at Foster Denovo
What if navigating the complex world of financial planning could be made simpler and more accessible for everyone? In our latest episode, we sit down…
1 year, 11 months ago
Is Self Employed The Wrong Way To Fix The Financial Adviser Gap? Rob Atherton Shares Why We Need More Employed Options For Trainee Financial Planners.
Can the financial planning industry sustain itself without adapting to the needs of new talent?
Join us on the Financial Planner Life podcast for a t…
1 year, 11 months ago
St James's Place Adviser Academy Update 2024 - A Deep Dive Into Terms 5 & 6 with Gee Foottit
We are back with Gee Footitt from St James's Place for an update on the SJP Adviser Academy.
In this updated episode for 2024, we take a look at some…
1 year, 11 months ago
Ceri Griffiths - Why I Work With Women Divorcing Multi Millionaire CEO's - Niche Financial Planning.
This week is a talent partnership special with St James's Place
Ever wondered how financial advisers can make a monumental impact on women's lives, p…
1 year, 11 months ago