Podcast Episodes
Back to SearchMore Women are Needed in Wealth Management – Female Financial Planners Unite!
Season 1 Episode 146
Are you part of a group that is underrepresented in the Financial Planning profession?
This week, we’re joined by Women’s Financial Wellbeing advocat…
2 years, 9 months ago
A Guide To Financial Advice Administration, Financial Planner Life Academy Focus (from YouTube)
Episode 147
Ever wondered how to become a financial planning administrator?
This is the audio version of the video on the financial planner life channel, we are…
2 years, 9 months ago
Building 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, 9 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, 9 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, 10 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, 10 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, 10 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, 10 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, 10 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, 11 months ago