Podcast Episodes

Career Tips From Successful Financial Planners Part 2 - Golf Day

Welcome to Day 2 of the Financial Planner Life Golf Day – where birdies, bogeys, and brilliant business insights go hand in hand.

You can watch this e…

10 months, 1 week ago

How to pass the CII R01-RO6 exams (DipPFS) in 6 months. 2025 update!

How do you pass the CII RO exams and achieve the DipPFS?

 In this episode of Financial Planner Life, host Sam Oakes speaks with Gary Paul (Academy Rel…

10 months, 2 weeks ago

85 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…

10 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…

11 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…

11 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…

11 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…

11 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 …

11 months, 3 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…

1 year 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…

1 year ago