Welcome to Day 2 of the Financial Planner Life Golf Day – where birdies, bogeys, and brilliant business insights go hand in hand.

You can watch this episode on youtube or spotify!  here 

This round sees Michael Yuille CFP™ (aka Mr #ChickenTuesday) and Sam Oakes take on Carla Brown (President of the PFS) and Guy Skinner (Citygate Financial Planning) in a best-of-seven match play showdown — with caddies, clubs, and competitive spirit fully loaded.

What starts as a light-hearted game quickly turns into a meaningful conversation about building a career in financial planning, winning business, and doing the right thing — both on and off the course.

🏌️‍♂️ Today’s Golfers & Caddies:

• Michael Yuille CFP™ – France-based Certified Financial Planner™, U.K. pension specialist, and U.S. investment adviser helping UK/US expats retire in France. Known for viral LinkedIn content under #ChickenTuesday.
• Sam Oakes – Host of the Financial Planner Life Podcast, producer of content for the financial services, and founder and seller of a 7-figure turnover financial planning recruitment company. Expert in video-first marketing and passionate about attracting fresh talent to the profession.
• Carla Brown – President & Chair of the Personal Finance Society and MD of Oakmere Wealth Management. Champion of inclusivity and a major voice for women in financial planning.
• Guy Skinner – Director at Citygate Financial Planning and patron of Stand By Me, a bereavement counselling charity. Specialises in protection-led planning and advising legal professionals.

🎤 You’ll also hear from:

• Paul Bradley – Founder of Chiltern Hills Financial Planning, passionate about values-based, lifestyle-led advice.
• Jay Dhaliwal – Chartered Financial Planner and Young Achiever of the Year 2023, representing the next generation of high-impact advisers.
• Paul Taylor FPFS – Chartered Planner, Certified Coach and Wealth Management Coach, helping planners grow personally and professionally.
• Vikash Kanani – Managing Director of Chatsworth Wealth Management Ltd, building a people-first advice business with empathy and integrity.

🎯 In this episode, we explore:

• Why referrals are still the #1 business development tool
• How protection advice opens the door to long-term client relationships
• The key to building a client bank under 45
• Carla’s mission to attract more women into financial planning
• How to get comfortable with asking for referrals (without sounding salesy)
• Why personality matters just as much as qualifications
• Building your brand on LinkedIn through authenticity and humour
• Succession, hiring the right people, and getting your culture right

❤️ Charity Spotlight:
This episode also highlights Stand By Me, a bereavement support charity for children and young people, with Guy Skinner as a proud patron. If you enjoyed the episode and want to give back, please consider making a donation:

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Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production.

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