Podcast Episodes
Back to SearchMichael Donkor - From Stockbroker to Financial Planner & Personal branding on Social Media
Season 1 Episode 19
On this week’s episode of the Financial Planner Life Podcast, I talk to London-based Financial Planner Michael Donkor.
Michael started his financial …
5 years, 7 months ago
Phillip Instone on being DA, & growing through acquisitions & buying retiring IFA client books
Season 1 Episode 18
This week’s guest on The Financial Planner Life podcast is Phillip Instone from PGI Financial Limited.
Phillip's early career started in Bancassuranc…
5 years, 7 months ago
Jessamy Walker - Building your own financial planning firm, AR over DA and the power of SEO
Season 1 Episode 17
This week’s guest on The Financial Planner Life podcast is Jessamy Walker, a Chartered Financial Planner and MD of Brown Dog Financial Planning.
Jes…
5 years, 8 months ago
Robert Lewis - the realities of building a directly authorised IFA
Season 1 Episode 16
On this week’s episode of the financial planner life podcast, I’m joined by Robert Lewis who shares his financial services career journey, from start…
5 years, 8 months ago
Anthony Rowe - From professional basketball to a career in Finanical Planning.
Episode 15 of the financial planner life podcast with Sam Oakes.
This Weeks Guest on episode 15 of the Financial Planner Life Podcast is Anthony Rowe…
5 years, 9 months ago
Kieran Bywater - From Professional Footballer to Financial Planner, Why he chose Financial Planning as a career.
Episode 14 of the Financial Planner Life Podcast with Sam Oakes
My dad once said to me (after a skinful of cider & in front of all my mates)…
“Sam,
yo…
5 years, 9 months ago
Jeremy Korn - on Impact & ESG Investing, why ethical investments are important & the changes to MiFID II for Financial Planners
Season 1 Episode 13
On episode 13 of the financial planner life podcast wh Sam Oakes, I’m joined by jeremy Korn who is the CEO of Impact and Invest, a regulated Impact i…
5 years, 9 months ago
Catherine Morgan on financial wellbeing, personal branding and why more women should join the financial planning profession.
Season 1 Episode 12
Sam Oakes from the Financial Planner Life Podcast interviews Catherin Morgan of episode 12
This week’s guest is Catherine Morgan who is a multi-award-…
5 years, 9 months ago
Tina Weeks on coaching clients, running a financial planning business, and how getting to know yourself will make you a better financial planner
Season 1 Episode 11
This week Sam Oakes talks to Tina Weeks on the Financial Planner Life Podcast.
Sometimes the universe presents people that become influential in your…
5 years, 9 months ago
Richard Mikdadi Chartered Fellow on Ultra High Net Worth Financial Planning, Why Team Work Makes the Dream Work, And a Career at Tilney.
Season 1 Episode 10
“As a Financial Planner, you are not trying to sell a thing; you are trying to solve a problem.”
I love this quote from Chartered Fellow Richard Mi…
5 years, 10 months ago