Podcast Episodes
Back to SearchHow 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, 7 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, 7 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, 7 months ago
Pursuing Progression in Your Financial Planning Career
Season 1 Episode 152
This week’s guest on the Financial Planner Life Podcast is Ben Slater, Chartered Financial Planner & Director at Stephen Eve Financial Planning Ltd. …
2 years, 7 months ago
How YOU can find a job in the finanical planning profession, without the need of a recruiter!
Bonus Episode
In this short episode, we empower you with a rinse-and-repeat strategy for marketing yourself out to financial planning firms to secure…
2 years, 7 months ago
LinkedIn Lead Generation for Financial Planners
Episode 151
This week we are giving away some absolute GOLD on the Financial Planner Life Podcast as we speak with Paola Forsberg, Founder and CEO of Paola Forsb…
2 years, 8 months ago
Supercharging Financial Planning Through Award Winning Administration
Season 1 Episode 150
Administration, often seen as a great starting point for those beginning their career in Financial Planning, but due to being stigmatised as a career…
2 years, 8 months ago
Why You Should Become a Financial Planner: Live from Changefest
Season 1 Episode 149
The Financial Planner Life hosts Sam Oakes, Elena Stephenson and Charlie Scott were recently invited to speak at The Chartered Institute for Securiti…
2 years, 8 months ago
CRMs in Financial Planning with Wealth Dynamix and Plannr
Season 1 Episode 148
Something a little bit different on this week’s Financial Planner Life podcast as we talk about the past, present and future of fintech in the Financ…
2 years, 8 months ago
Growing Your Financial Planning Business Through Mental Fitness
Season 1 Episode 147
Does the business you work in have a detrimental effect on your mental health?
This week we're joined by Mike Jones, Founder of Better Happy, the org…
2 years, 9 months ago