Podcast Episodes
Back to SearchBuilding a YouTube personal brand with Financial Planner George Agan
Season 1 Episode 145
Have you considered content creation as a Marketing tool for your Financial Planning business? Are you thinking of starting a podcast, YouTube channe…
2 years, 7 months ago
The Financial Planner Life Academy
Season 1 Episode 143
Are you thinking of pursuing a career in Financial Planning, but don’t know where to start?
Do you want a job as a Financial Adviser, Paraplanner, Ad…
2 years, 7 months ago
Transitioning from Legal to Financial Planning
Season 1 Episode 144
This week’s guest is Ryan May, Financial Planner at Sound Financial Management. Ryan previously worked in the legal sector, but after working in conj…
2 years, 8 months ago
See it, Believe it, Be it – A Financial Planners Guide to Achieving Career Goals
Season 1 Episode 142
This week, Financial Planner Life host Elena is joined by Bethany Lawton, Chartered Financial Planner at AV Trinity Ltd and Fellow of the Professiona…
2 years, 8 months ago
Make Sales Great Again – The Forgotten Code in Financial Planning
Season 1 Episode 141
Attention all Financial Advisers, BDM’s, Sales Managers and Business Owners, this episode is for you! This week on the Financial Planner Life Podcast…
2 years, 8 months ago
Cultivating an Attitude of Gratitude when Building an IFA Practice
Season 1 Episode 140
Back once again with the Financial Planner Life podcast, with our guest this week, Freddie Winter AKA Nice Guy Money, Chartered Financial Planner and…
2 years, 8 months ago
Unleash Your Potential – Embracing Self Employment as a Financial Planner
Season 1 Episode 139
BREAKING FPL NEWS: Sam Oakes and Financial Planner Life have been nominated for the Talent Attraction Award at this year’s Verve Evolution Awards 202…
2 years, 8 months ago
Financial Planning Blueprint for Career Success with Warren Shute
Season 1 Episode 138
This week’s guest on the Financial Planner Life podcast is Warren Shute *deep breath* Chartered Wealth Manager, Money Coach, Author, Sunday Mirror Co…
2 years, 9 months ago
From Restricted Adviser to Independent Financial Planner
Season 1 Episode 137
Lee Quinn, IFA at Alexander Grace. Lee’s career route began in typical fashion, starting as a Trainee-Paraplanner before being made redundant as a re…
2 years, 9 months ago
Insights from the Experts - Sustainable Financial Planning
Season 1 Episode 136
This week on the Financial Planner Life Podcast we have a special feature episode on all things sustainability in the world of Financial Services!
W…
2 years, 9 months ago