Podcast Episodes
Back to SearchGo All In on Your Niche When Building a Financial Planning Business from Scratch - Rohit Rohela
In this inspiring episode of the Financial Planner Life Podcast, host Sam Oakes sits down with Chartered Financial Planner Rohit Rohela, affectionate…
1 year, 5 months ago
Switching From Mortgage Adviser to Chartered Financial Planner With Charlotte Walters
Season 1
In this episode of the Financial Planner Life podcast, we are joined by Charlotte Walter, an award-winning chartered financial planner and founder of…
1 year, 6 months ago
Starting a Financial Planning Career at 50 & Writing £400k in Year 1 at Foster Denovo
In this episode of the Financial Planner Life Podcast, we’re joined by Marnel Stafford, a financial planner at Foster Denovo, who shares her remarkab…
1 year, 6 months ago
From Classroom to Client Meetings: Laura North's Journey from Teacher to Financial Planner
Laura North, a former college lecturer with 16 years of experience, shares her incredible journey of moving from the classroom to becoming a successf…
1 year, 7 months ago
From Kyrgyzstan to UK Financial Planner: Cholpon Djanuzakova - Why Mindset And Hardwork, Always Wins!
"Imagine starting over in a new country, grappling with a new language, and breaking into a competitive industry. This is Cholpan Djanuzakova's reali…
1 year, 7 months ago
What A Paraplanning Manager Does And How To Get Ahead In Your Paraplanner Career.
Season 1
🤔 Are Paraplanning Managers Holding Back Trainee Financial Planners?
Not at Foster Denovo, where growth, ambition, and clear career aspirations take c…
1 year, 7 months ago
How we built a £2.5 Billion lending business, and why we are doing it again with TAB!
Chris Ball interviews Duncan Kreeger and Stephen Wasserman, the dynamic duo behind West One Loans and now TAB, in this fascinating episode of Financi…
1 year, 7 months ago
Financial Coaching: The Content Creation Gap in Financial Planning with Peter Komolafe (Conversation of Money)
Season 1
Financial planners, prepare to embark on a journey with our special guest, Peter Komolafe from the Conversation of Money, as we explore the dynamic w…
1 year, 8 months ago
Interview with David Kneeshaw, Group Chief Executive of International Financial Group Limited (IFGL)
In this episode of Financial Planner Life, Chris Ball, CEO of Hoxton Wealth, interviews David Kneeshaw, Group Chief Executive of International Financ…
1 year, 8 months ago
How I achieved £500,000 turnover as a self employed financial planner with Foster Denovo
Ever wondered what it takes to successfully transition from product sales to holistic financial planning? Today, Financial Planner Life host Sam Oake…
1 year, 8 months ago