Podcast Episodes
Back to SearchTina 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, 11 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…
6 years ago
Jonathon Jay, from Trainee Paraplanner to Chartered Financial Planning Director at Investec
Season 1 Episode 9
This week’s guest is Jonathon Jay - Associate Director level Financial Planner at Investec Wealth.
Jonathon is a prime example of how ambition, hard…
6 years ago
Cathi Harrison - business owner, CEO of the Verve Group talks graduate recruitment, outsourced paraplanning & compliance.
Season 1 Episode 8
This week's guest is the amazing Cathi Harrison, the CEO of the Verve Group, a collection of companies that provide outsourced paraplanning, complian…
6 years ago
Nathan Smith - From college to financial planner, the power of mentorship & why entry level roles are the way forward!
Season 1 Episode 7
Episode 7 of the financial planner life podcast is now live, my guest this week is Nathan Smith who is a Financial planner from Mattioli Woods.
Full…
6 years, 1 month ago
Simon Parfitt - Fee Based, Life Centred Financial Planning in Hong Kong
Season 1 Episode 6
In episode 6 of the financial planner life podcast, I talk to Simon Parfitt about his financial planning career, starting at the age of 23 in Amsterd…
6 years, 1 month ago
Makala Green on networking, advising the entertainment industry and being the first black chartered female financial planner in the UK.
Season 1 Episode 5
My guest on Episode 5 of the financial planner life podcast this week is Makala Green. the principal of Green wealth Planning.
Makala Green dropped o…
6 years, 2 months ago
James Prince - the realities of making it as an International financial planner in Abu Dhabi
Season 1 Episode 4
On Episode 4 of the financial planner life podcast, I interview James Prince from Arlo Wealth Management.
James is a multiple business owner, certifi…
6 years, 2 months ago
Jade Rose: From fashion to finance: Why health and wellness, financial literacy and educating young women on finance is crucial
Season 1 Episode 3
I was delighted to be joined by Jade Rose from Reddings Wealth Management on The Financial Planner Life podcast this week.
We discussed a range of to…
6 years, 3 months ago
Emmanuel Asuquo: The importance of personal branding, and educating young adults about financial literacy
Season 1 Episode 2
This week I’m joined by Emmanuel Asuquo from The Eman Effect. After initially starting his career in Barclays as a cashier, Emmanual has developed hi…
6 years, 3 months ago