Podcast Episodes
Back to Search85 First Client Meetings in 2 Months, Why I Love Prospecting!
How do you get clients as a financial planner without buying leads or relying on referrals?
In this episode of Financial Planner Life, Sam Oakes inter…
8 months, 3 weeks ago
Mortgage Adviser Explains Why She Went Self-Employed - And Will Never Go Back!
Mortgage Adviser Explains Why She Went Self-Employed, and Will Never Go Back!
👉 “I left my job after 16 years, and it turned out to be the best decisi…
9 months ago
So, you want to be a self-employed IFA? Watch this first!
If you’re a newly Level 4 Diploma qualified financial adviser with or without CAS status, an experienced financial planner wanting to run your own pr…
9 months, 1 week ago
AI Is a Fuel, Not a Tool: Redefining Financial Advice with Saturn - Rohit Vaisha
What if your advisers could serve 20–30 more clients, save 45 minutes per meeting, and reduce suitability report time from 3 hours to 10 minutes - al…
9 months, 2 weeks ago
I never thought someone like me could be a financial planner!
Thinking about a career in financial planning?
In this episode of Financial Planner Life, Miriam Murphy joins Sam Oakes to share her powerful career s…
9 months, 3 weeks ago
Restricted or IFA? What is best for my Financial Planning Career - with Wayne Griffiths from One Financial Solutions.
Wayne Griffiths | One Financial Solutions | Financial Planner Careers
In this episode of the Financial Planner Life podcast, Sam Oakes sit down with …
9 months, 4 weeks ago
Self-Employed Chartered Financial Planner with £10M AUM, By 26 - Lawrence Bearman from Westminster Wealth Management
From Admin to Self-Employed Financial Planner with £10M AUM by 26!
In this episode of the Financial Planner Life Podcast, Sam Oakes sits down with La…
10 months, 1 week ago
“Built a £60 million AUM Financial Planning Business After Surviving Cancer” A Foster Denovo Special
From Critical Illness to £60M Practice: Russell Cook’s Story of Resilience, Mindset and Career Growth at Foster Denovo
In this special partnership epi…
10 months, 1 week ago
From Council Estate to Financial Planning TV & Social Media Influencer!
In this episode of the Financial Planner Life podcast, host Sam Oakes reconnects with Emmanuel Asuquo, a leading financial planner, TV personality, a…
10 months, 2 weeks ago
She left the Army and became a Financial Planner Mum, With St James's Place Academy | Katie Volker
In this episode of the financial planner life podcast, Sam Oakes sits down with Katie, a former Army officer who transitioned into a successful finan…
10 months, 3 weeks ago