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This week Sam is joined by Paul Bradley, Founder of Chiltern Hills Financial Planning. The focus of the conversation today is an interesting one, does money make you happy? According to Paul it’s not enough to be rich, it’s having a purpose that gets us all out of bed in the morning. Paul also dives into positive psychology and the way that we should be setting goals. Once a goal is achieved, then what? We also talk about how the role of a financial planner has evolved into more of a lifestyle coach type role. Wealth and health are so intertwined, therefore by providing sound financial advice and coming up with a long-term plan, financial planners can reduce stress and anxiety in their clients. We also touch on philanthropy and how supporting causes close to your heart can play a part in your overall happiness and health.
We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!
Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.
Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here.
Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Check out the 2022 Financial planning Salary Guide here.
If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to [email protected] or call 07854778712.
Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production.
Want to appear on the Financial Planner Life podcast? Drop Sam a message.
By Sam Oakes5
11 ratings
This week Sam is joined by Paul Bradley, Founder of Chiltern Hills Financial Planning. The focus of the conversation today is an interesting one, does money make you happy? According to Paul it’s not enough to be rich, it’s having a purpose that gets us all out of bed in the morning. Paul also dives into positive psychology and the way that we should be setting goals. Once a goal is achieved, then what? We also talk about how the role of a financial planner has evolved into more of a lifestyle coach type role. Wealth and health are so intertwined, therefore by providing sound financial advice and coming up with a long-term plan, financial planners can reduce stress and anxiety in their clients. We also touch on philanthropy and how supporting causes close to your heart can play a part in your overall happiness and health.
We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!
Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.
Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here.
Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Check out the 2022 Financial planning Salary Guide here.
If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to [email protected] or call 07854778712.
Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production.
Want to appear on the Financial Planner Life podcast? Drop Sam a message.

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