Financial Planner Life Podcast
Claim This Podcastby Sam Oakes
Podcast Authority
Beta
Podcast Overview
<p>Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. <br><br>Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week. <br><br>Financial planners, business owners, paraplanners, and back-office staff all have their own stories to share, and The Financial Planner Life podcast serves as a platform for them to discuss their personal and professional journeys. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing, all the way to diversity and inclusion. <br><br>We approach each episode with the idea that it will educate and spark a conversation within the industry on topics that may not be openly discussed. If you're considering a career as a financial adviser or are curious about learning more about this exciting sector, we encourage you to give the podcast a listen. <br><br>The Host: Sam Oakes is the host of The Financial Planner Life Podcast. since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam now works as the Head of Creative for Hoxton wealth, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm. <br><br>Sam has always had a passion for financial services, starting as a trainer for a leading product provider in the UK, and he has been in the industry for over 20 years. <br><br>He sees himself as a partner to the industry and wants to contribute useful resources, such as this podcast, to educate those who are further seeking advice and help about how to push their careers forward in this amazing profession. <br><br><br><br></p>
Language
🇺🇲
Publishing Since
3/19/2020
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Recent Episodes
May 15, 2026
How Financial Planners and Investment Managers Serve Wealthy Families
Host Sam interviews George Davey, Financial Planner, and Matt Biddle, Regional Managing Partner, discussing how integrated teams serve wealthy families.
May 7, 2026
I left St James's Place for an IFA and Instantly Regretted it!
Should technical professionals go freelance immediately or start as employed advisers? Alwyn Van Staden's journey offers a fresh perspective on entering financial planning from a technical background. In this episode of Financial Planner Life, we chat to Alwyn about his strategic career path from investment management to financial advice. Despite having deep technical knowledge and years of experience at major firms, Alwyn made a choice to join St. James's Place as an employed adviser instead...
April 30, 2026
Are these the Best Paid Jobs and Benefits in Financial Planning? Frazer James, The best should be paid more!!!!
Frazer James aren't looking for every candidate. They're looking for A++ people. Check out the jobs and book a meeting with James Mackay today!! And if that's you, or if you’re also interested in attracting some of the industry’s best talent, then this episode was made for you. In this week’s episode of Financial Planner Life, Sam Oakes is joined by James Mackay, co-founder of Frazer James, to find out what a firm that's serious about attracting exceptional talent actually looks like from the...
276 total episodes available with 21 transcripts
Recent guests on Financial Planner Life Podcast
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
George Davey
Guest
Matt Biddle
Guest
Helen Longland
Guest
David Tait
Guest
Max Anderson
Guest
Caroline Laudren-Quillet
Guest
Tyla Phillips
Guest
William Burrows
Guest
Azela
Guest
David Tate
Guest
Sean Standerwick
Guest
Heather Hiley
Guest
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- What is Financial Planner Life Podcast?
<p>Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. <br><br>Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week. <br><br>Financial planners, business owners, paraplanners, and back-office staff all have their own stories to share, and The Financial Planner Life podcast serves as a platform for them to discuss their personal and professional journeys. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing, all the way to diversity and inclusion. <br><br>We approach each episode with the idea that it will educate and spark a conversation within the industry on topics that may not be openly discussed. If you're considering a career as a financial adviser or are curious about learning more about this exciting sector, we encourage you to give the podcast a listen. <br><br>The Host: Sam Oakes is the host of The Financial Planner Life Podcast. since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam now works as the Head of Creative for Hoxton wealth, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm. <br><br>Sam has always had a passion for financial services, starting as a trainer for a leading product provider in the UK, and he has been in the industry for over 20 years. <br><br>He sees himself as a partner to the industry and wants to contribute useful resources, such as this podcast, to educate those who are further seeking advice and help about how to push their careers forward in this amazing profession. <br><br><br><br></p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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