Podcast Episodes

Training to Become a Financial Planner - Exams, Client Meetings & Building in Public

Hannah Wooldridge isn't only the person keeping Financial Planner Life running behind the scenes. She's also training to become a financial planner, …

1 month, 2 weeks ago

How Tim Brienza Built a £50M Client Base Through Financial Planning

For most financial planners, the point of entry into the industry is either from an adjacent field or by working up from admin through paraplanning r…

1 month, 3 weeks ago

Financial Planners Will Lose Millions, this £10 Tech can solve the Wealth Transfer Problem!

75% of financial advisers lose their AUM when a client passes away. 

Not because of bad performance. Not because of high fees. Simply because nobody b…

1 month, 4 weeks ago

How Financial Planners and Investment Managers Serve Wealthy Families

Most financial planning firms have both a financial planner and an investment manager. Far fewer have a team that operates as a single unit, with a s…

2 months ago

I left St James's Place for an IFA and Instantly Regretted it!

Should technical professionals go freelance immediately or start as employed advisers? Alwyn Van Staden's journey offers a fresh perspective on enter…

2 months, 1 week ago

Are these the Best Paid Jobs and Benefits in Financial Planning? Frazer James, The best should be paid more!!!!

Frazer James aren't looking for every candidate. They're looking for A++ people.

Check out the jobs and book a meeting with James Mackay today!!

And if…

2 months, 2 weeks ago

The Truth About Selling an International Financial Planning Business

What actually determines whether a financial advice firm can be successfully sold?

In this episode of Financial Planner Life, we sit down with Dan Dic…

2 months, 3 weeks ago

Are These AI Agents for Financial Planners the best in 2026?

What if financial advisers could spend 70%… or even 100% of their time with clients?

Book a demo - here 

In this episode of Financial Planner Life, we …

3 months ago

Inside Titan Wealth: James Kaberry & Andrew Fearon on Consolidation, Private Equity and the Future of Financial Advice

Consolidation is rapidly reshaping the financial planning profession.

But what’s really driving it? And what does it actually mean for advisers, firm …

3 months, 1 week ago

Building a Financial Planning Career in Public: Lessons, Risks & Opportunities

What happens when you realise your relationship with money needs to change, and it ends up changing your entire life?

In this episode of Financial Pla…

3 months, 2 weeks ago