Podcast Episodes
Back to SearchA Financial Adviser Built AI That Replaced His Job for £149 a Month
How can financial advisers use AI to grow their business without hiring more staff?
Book Free Demo of Wealth Space - Here
In this episode of Financial …
2 months, 1 week ago
Investment Banker to Self Employed IFA - Caroline Laudren
In this episode of the Financial Planner Life Podcast, Sam Oakes speaks with Caroline Laudren-Quillet, who transitioned from investment banking at De…
2 months, 2 weeks ago
Building An International Financial Advice Powerhouse - Titan Wealth International
The Evolution of International Financial Planning | Titan Wealth International | Dubai Careers and Global Financial Advice Opportunities
International…
3 months ago
How A Paraplanner Became A Financial Planner At Titan Wealth
Thinking about a career change into financial planning?
How do you become a financial adviser if you’re changing careers?
In this episode of The Finan…
3 months, 2 weeks ago
Redmill Advance: Raising Standards in Financial Planning Education & Qualifications
In this special episode of the Financial Planner Life podcast, Sam Oakes welcomes David Tate, Managing Director and Founder of Redmill Advance, our o…
3 months, 4 weeks ago
42-Year Legacy, Startup Energy: Reinventing a Family Advice Firm
This week on the Financial Planner Life podcast, I’m joined by Sean Standerwick, co-owner of MLP Wealth Management, a financial planning firm based o…
4 months, 1 week ago
How A Career Pivot At 45 Built A Purpose-Led Financial Planning Practice
In this episode of Financial Planner Life, Sam Oakes speaks with Heather Hiley, founder of Heather Hiley Financial Planning and a Partner Practice wi…
4 months, 1 week ago
From 17 Clients to £500M+ AUM: How Marc Norris Built a Thriving Financial Planning Firm
Title: From 17 Clients to £500M AUM: How Marc Norris Built a Thriving Financial Planning Firm
In this episode of Financial Planner Life, Sam Oakes is …
5 months ago
How A 20% Pay Cut Became A Career Breakthrough In Wealth Management
In this episode of Financial Planner Life, Sam Oakes talks with Neil Whiteside, a financial planner at First Equitable, about his winding, risk‑rewar…
5 months, 1 week ago
Life as a Hyper Local Female Financial Planner in Bishop’s Stortford
In this episode of Financial Planner Life, Sam Oakes speaks with Tammy Salmon and Emma Layton of Salmon Financial Planning, a partner practice of St.…
5 months, 3 weeks ago