Podcast Episodes
Back to SearchFinancial Coaching vs. Financial Planning: Insights from Money Coach Alina Burlacu
In today's episode of Financial Planner Life, Alina Burlacu, financial coach (and qualified financial planner) shares her insights on the evolving ro…
1 year, 7 months ago
Supporting Women's Wellbeing in the Workplace: Emma Hall's Journey in Financial Planning
In this episode of Financial Planner Life, we are joined by Emma Hall, Chartered Financial Planner of the Year, who shares her career journey through…
1 year, 7 months ago
Breaking the Age Bias: Investing in the Next Generation of Financial Planners with Kate Bailey and Ryan Milne
In this episode, Managing Director, Kate Bailey, and Associate Partner, Ryan Milne, explore how mentorship, training, and succession planning are dr…
1 year, 7 months ago
Leadership & Perfecting Career Development Frameworks in Financial Planning - Helen Lovett - COO at Foster Denovo
Ever wondered how to create a thriving workplace that benefits employees, shareholders, and clients alike? Don't miss our enlightening conversation w…
1 year, 7 months ago
From Fitness to Finance: Tom Mangan's Journey to Becoming a Successful Young Financial Planner
Join us for an inspiring conversation with Tom Mangan, a financial planner at St James's Place, who transitioned from the fitness industry to financ…
1 year, 7 months ago
Risk Vs Reward, Career Lessons from Terry Smith CEO of Fundsmith
In this episode of Financial Planner Life, Chris Ball (CEO of Hoxton Wealth) steps in as host while Terry Smith, CEO of Fundsmith (and often referred…
1 year, 7 months ago
Women, Wealth and Podcasting: Tracy Brookes' Journey Through Her Financial Planning Career
In this episode of Financial Planner Life, host Sam Oakes sits down with financial planner Tracy Brookes for an honest and open conversation about he…
1 year, 8 months ago
From Retail to Financial Planning: The Transformative Journey of Godfrey Asare
Discover the transformative journey of Godfrey Asare, who transitioned from the food retail sector to becoming a successful financial planner, all wh…
1 year, 8 months ago
From Accounting to Financial Planning: Charley Smith’s Journey to Success
Have you ever wondered what it’s like to make the leap from the UK to Dubai for a career in financial planning? In this episode, we sit down with Cha…
1 year, 8 months ago
From Admin to Paraplanner to Practice Manager - Paula Guedes Inspiring Journey in Financial Planning
Season 1
What does it take to transition from an administrative role to a technical expert in financial planning? Join us as we talk with Paula Guedes, a dyna…
1 year, 8 months ago