Podcast Episodes
Back to SearchWhat an operational role within financial planning looks like – Laura Dean
Season 1 Episode 81
This week Elena is joined by Laura Dean, Operations and Marketing Director of Balance Wealth Planning. Laura shares her career journey with us and gi…
4 years, 2 months ago
Why it’s an advantage to be a young financial planner – Dan Martin
Season 1 Episode 80
This week Elena is joined by Dan Martin, Director and Chartered Independent Financial Planner at MDM Wealth LTD. Dan talks us through his impressive …
4 years, 2 months ago
Good mentorship is how you make someone feel – Danielle Arnold
Season 1 Episode 79
This week Sam is joined by Danielle Arnold, head of Paraplanning for Bespoke Wealth Limited. Danielle disproves the myth that Paraplanners are introv…
4 years, 2 months ago
Nothing about employment worked for me - Tom Skinner
Season 1 Episode 78
This week Sam is joined by Tom Skinner, co-founder and financial planning director for Barnaby Cecil. Today Tom shares his career journey and tells u…
4 years, 3 months ago
My biggest challenge as a woman in financial planning - Susie Laws
Season 1 Episode 77
This week Sam is joined by Susie Laws, co-owner and director of Fiducia Wealth Management. Susie is a Chartered Financial Planner, a fellow of the PF…
4 years, 3 months ago
Protecting your wealth – Adrian Benjamin
Season 1 Episode 76
This week Sam is joined by financial protection adviser Adrian Benjamin. He helps property investors protect themselves and their families financiall…
4 years, 3 months ago
100% of mortgage business from social media! Dan Knott
Season 1 Episode 75
This week Ali is joined by Dan Knott from Dan Does Mortgages. We chat about Dan’s mortgage broker career and how social media has played a key role. …
4 years, 3 months ago
A Marathon a day for 100 days straight! Kate Jayden
Season 1 Episode 74
This week Sam is joined by superhero Kate Jayden. Kate is running a marathon a day for 100 days straight! This incredible challenge is all in aid of …
4 years, 3 months ago
A Financial Planner does NOT need to be academic – Sam Robinson
Season 1 Episode 73
This week Elena is joined by Sam Robinson, Director of Almond Financial Ltd. Sam proves that you don’t need to be a high performer at school in order…
4 years, 4 months ago
Using wealth management to tackle the climate and nature crisis – Yan Swiderski, the Global Returns Project
Season 1 Episode 72
This week we have a new podcast host! Charlie Scott is joining the team and today she is speaking with Yan Swiderski, Executive Trustee & Co Founder …
4 years, 4 months ago