Podcast Episodes
Back to SearchExploring Gen AI's Transformative Impact on Financial Advice and Compliance - Fintech Special
Season 1 Episode 160
Prepare to have your mind expanded as we journey through the dynamic world where artificial intelligence reshapes the financial services landscape. J…
2 years, 2 months ago
Alan Smith from Capital Asset Managment, The Bullet Proof Financial Planner - Host of TRAP Podcast, talks Innovation and careers in Finanical Planning
Season 1 Episode 159
Unlock the secrets to entrepreneurial success in the financial world with Alan Smith of Capital Asset Management and co-host of The Real Adviser Pod…
2 years, 3 months ago
Turning Personal Loss into Professional Growth: Guy Skinner's Journey in Life Protection and Financial Planning
Episode 158
When life handed Guy Skinner, from CityGate Financial Planning, a devastating loss, it carved out a path for him that would intertwine personal resil…
2 years, 3 months ago
Orann Coyle – financial planning client acquisition via Instagram!
Season 1 Episode 158
Today on the Financial Planner Life podcast we are at St James’s place, for a face to face episode with Orann Coyle of KMC Wealth Management
Oran is …
2 years, 3 months ago
Taking a career leap: What’s holding you back?
Season 1 Episode 158
This week’s guest is Marcus Crowther of MWC group. Marcus is a young adviser based in sunny Malta, he talks to Elena about his career journey so far.…
2 years, 3 months ago
Achieving your career goals in financial planning
This week we have energy powerhouse, Bobby Sahota – financial planner and Director at Attivo. Sam and Bobby speak about everything from Bobby’s caree…
2 years, 3 months ago
How to set up your own financial planning business
Welcome to the first episode of 2024! And what a fantastic episode to get us going!
Calum Scott, Financial Planner and Director of Libertas Financial…
2 years, 4 months ago
How to be the best Financial Adviser you can be
Julie Flynn is a powerhouse of financial planning knowledge and passion! Charlie Scott is joined this week with Julie Flynn, Director of Bree Wealth …
2 years, 5 months ago
Paraplanners – The Engine Behind a Truly Successful Financial Planning Firm
Season 1 Episode 154
Back in the world of high-performance Financial Planning pros on the FPL Podcast as this week we’re joined by Sam Patterson, Managing Director of The…
2 years, 5 months ago
Building a Financial Planning Business with Purpose
Episode 153
This week we're doubling down on the Financial Planner Life with our guest duo, Nathan Waldron and Ryan Nobbs, co-directors and Financial Planners wi…
2 years, 5 months ago