Podcast Episodes
Back to SearchFrom Rugby Player to Financial Adviser: How Titan Wealth’s Sports Academy Supports Career Change
What happens when a professional athlete’s career comes to an end… and what comes next?
In this episode of Financial Planner Life, Sam Oakes sits dow…
3 months, 3 weeks ago
Employed Financial Planner Academy - The Openwork & Redmill Advance Partnership
In this episode of the Financial Planner Life Podcast, Sam Oakes is joined by Helen Longland from Openwork and David Tait from Redmill Advance to exp…
4 months ago
A 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 …
4 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…
4 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…
5 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…
5 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…
5 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…
6 months 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…
6 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 …
7 months ago