Podcast Episodes
Back to SearchB Corp: Turning Your Financial Planning Business Into a Force for Good
Season 1 Episode 120
This week we have Charlie sitting down with Seb Elwell from Switchfoot Wealth.
Seb spent the early part of his career working hard to understand what…
3 years, 3 months ago
How We Can Better Serve The LGBTQ+ Community
Season 1 Episode 117
This week's guest is Chartered Financial Planner Nicola Crosbie from Moran Wealth Management. We talk about her career journey from starting out in a…
3 years, 4 months ago
Finding your niche within Paraplanning
Season 1 Episode 116
Our guest this week chatting with Sam is Michelle Wilson-Stimson from eParaplan Connect. Michelle started out her career working as a door knocker fo…
3 years, 4 months ago
Building the Foundations for Success. Client Relationships and Business Development
Season 1 Episode 115
Today we talk with Financial Planner Matt Cross. Matt has been in the profession for over 8 years and started his journey at St James’s Place head of…
3 years, 4 months ago
Transitioning From Employed to Self-employed IFA Within the Same Company
Season 1 Episode 114
This week we talk to self-employed financial adviser, Louise Fitzgerald. Louise started her journey as an administrator, worked her way up through tr…
3 years, 4 months ago
Let’s Talk About Menopause and Mental Health
Season 1 Episode 113
*Trigger warning of discussions on suicide*
Charlie is back on the podcast, her first episode of 2023, and coming in strong, talking with Gillian Wil…
3 years, 5 months ago
Setting up a Directly Authorised Financial Planning Firm From Scratch!
Season 1 Episode 112
Joining us today on the Financial Planner Life podcast is Alexandra Vind, Director of Chapter House Wealth Management, and a Chartered Financial Plan…
3 years, 5 months ago
Networking for Financial Planners with Octo Members Founder Lee Robertson
Season 1 Episode 111
Welcome back! For the first podcast of 2023 (apologies for the delay) Sam is sitting down with Lee Robertson, the founder of Octo Members. Octo Membe…
3 years, 5 months ago
Breaking the Taboo’s Within Financial Planning
Season 1 Episode 110
Elena is joined today by Hayley Rabbets, head of Verve Services at The Verve Group, and in this episode we are BREAKING the taboos.
Like many others…
3 years, 6 months ago
Career Accelerator For Financial Planning - Part 4 of 4
Season 1 Episode 114
Financial Planner Life – Career Accelerator Program
Episode 4 – Job offer management in the financial planning profession.
In the final episode of th…
3 years, 7 months ago