Podcast Episodes

Let Go or Burn Out: Jeri Williams’ Guide to Reclaiming Your Time

Jeri Williams on Scaling a Business, Letting Go of Control, and Building a Life with More Freedom

In this episode of Financial Planner Life, Sam Oakes…

11 months ago

He Built £12M AUM With Just LinkedIn and a Laptop - Financial Planner Success! | Aleem Nijabat

In this episode of the Financial Planner Life podcast, Sam Oakes speaks with Aleem Nijabat, a self-employed financial planner who built £12 million i…

11 months, 1 week ago

Why You Feel Anxious About Money (And Don’t Even Know It) - with Dennis Harhalakis

In this episode of Financial Planner Life, Sam Oakes is joined by certified money coach Dennis Harhalakis to explore the powerful emotional side of m…

11 months, 3 weeks ago

From ChatGPT to Chat SJP: The AI Revolution at St. James’s Place | John O'Driscoll & Wenyu Bai (SJP)

In this episode, Sam Oakes is joined by John O’Driscoll and Wenyu Bai from St. James’s Place to explore how AI and technology are being developed to …

1 year ago

20 Years, 450+ People: The Foster Denovo Growth Journey with Roger Brosch

Roger Brosch | 20 Years of Foster Denovo, 47% Growth, and the Launch of Foster Denovo Talks

In this episode of Financial Planner Life, we welcome back…

1 year ago

From Rejection to Chartered Financial Planner: Jay Dhaliwal's Journey

In this episode of the Financial Planner Life podcast, host Sam Oakes sits down with Jay Dhaliwal, Chartered Financial Planner at Chase de Vere, to t…

1 year ago

From Recruiter to £266M Financial Planner | A Career Change That Paid Off - with Vikash Kanani

How a Former Recruiter Built a £266M Financial Planning Business - Vikash’s Journey from BD to Chartered Adviser

In this episode of the Financial Plan…

1 year, 1 month ago

How Financial Planners Can Win with Marketing in 2025 | Samantha Russell

This week on the Financial Planner Life podcast, I sat down with Samantha Russell, one of the most respected voices in financial adviser marketing in…

1 year, 1 month ago

Paul Jackson from Invesco on Investment Strategy & Career Lessons

In this episode of the Financial Planner Life podcast, Chris Ball sits down with Paul Jackson, Global Head of Asset Allocation Research at Invesco, t…

1 year, 1 month ago

Can You Be a Financial Planner with ADHD & Dyslexia?

This week on The Financial Planner Life Podcast, we’re celebrating Neurodiversity Celebration Week with an inspiring conversation featuring Dan Buckl…

1 year, 2 months ago