By Sam Oakes
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.
Our guests share their sto
The podcast currently has 183 episodes available.
What if navigating the complex world of financial planning could be made simpler and more accessible for everyone? In our latest episode, we sit down with the dynamic Olivia Crease, a change manager at Foster Denovo, to unravel the intricacies of her role in fueling the company’s growth strategy through acquisitions. Olivia shares her journey of ensuring smooth transitions for newly acquired companies, highlighting the pivotal role of culture, support, and collaboration in the process. From dealing with diverse personalities to the thrill of integrating various departments, she offers an inside look into the challenges and rewards of change management.
Join us as we celebrate strong female leadership in the financial services industry and explore the vibrant new London office of Foster Denovo. Olivia gives us a peek into strategic projects aimed at bridging the financial advice gap with innovative digital solutions.
We delve into the essential skills required for effective project management and the importance of a supportive, innovative workplace culture.
This episode is packed with insights on how Foster Denovo is making financial planning more accessible, particularly within corporate settings, and why this makes it an exciting avenue for career growth.
Don’t miss this comprehensive discussion that underscores the value of teamwork and continuous improvement in a thriving financial services firm.
To find out more about working for Foster Denovo - click here
Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.
With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.
Can the financial planning industry sustain itself without adapting to the needs of new talent?
Join us on the Financial Planner Life podcast for a thought-provoking conversation with Rob Atherton as we tackle this urgent question. We start by examining entry-level opportunities and the growing debate between employed and self-employed roles. Both Rob and I stress the need for companies to transform their career development plans to cater to ambitious individuals, even those without prior experience.
My own career journey—from recruitment to a leadership role at Hoxton Capital—adds a personal layer to our discussion, highlighting the diverse paths within the financial planning profession.
As we navigate the complexities of this industry, we focus on the persistent challenges faced by aspiring financial planners, particularly the struggle to find meaningful training opportunities. With a significant portion of current advisors nearing retirement, the urgency to fill the impending advice gap has never been greater. We share our insights and experiences from mentoring individuals through LinkedIn, emphasizing the crucial role of persistence and self-advocacy. Rob and I delve into the barriers that continue to hinder new entrants and advocate for industry-wide changes to provide more employed roles, ultimately ensuring the profession's sustainability and growth.
Our conversation doesn't shy away from the need for modernization within the financial advisory field. We discuss the efficiency gaps caused by outdated processes and underscore the pivotal role of training academies in nurturing new talent. Highlighting the success stories of smaller firms and debating the effectiveness of such investments, we call on large, established companies to lead by example. Imagine a future where financial planning is as structured and supportive as professions like law or accountancy; that's the vision we hope to inspire. Tune in to hear how innovative firms like Hoxton are paving the way, setting new standards, and embracing fresh perspectives to transform the industry for future generations.
Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.
With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.
Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.
With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.
This week is a talent partnership special with St James's Place
Ever wondered how financial advisers can make a monumental impact on women's lives, particularly those navigating high-stakes divorces?
Listen as we sit down with Ceri Griffiths from Willowbrook Financial Planning, who has carved out a unique niche advising women divorcing multi-millionaire CEOs.
Ceri’s journey from a broad clientele to a highly specialized practice offers invaluable lessons on the power of niche marketing, strategic networking, and mission-led content.
She shares her experience and expertise in financial abuse, narcissism, and conflict-free divorce practices, shedding light on the complex dynamics of high-net-worth divorces.
Discover how Dan Priestley's coaching transformed Ceri's approach to business, helping her identify and target the specific needs of her clients. Ceri talks about the unique challenges women face divorcing wealthy and powerful men, and her mission to eliminate financial vulnerability and empower women to become money savvy.
The discussion highlights the importance of finding a target market that aligns with one's personal and professional goals and the role of impactful content in articulating a clear vision.
Learn the nuances of navigating financial advisory relationships, especially in cases involving narcissism and financial abuse, and the supportive role advisors can play in these difficult times.
Ceri also delves into her innovative approach to business development, moving away from traditional networking to building a strong online presence through LinkedIn and other social channels.
She shares insights on creating meaningful connections with like-minded professionals and the value of being "Googleable" through strategic content such as podcasts and blogs.
This episode is a must-listen for anyone in financial planning considering niching down, as it is packed with actionable advice on specialization, client relationships, and building a business that not only thrives but also makes a significant difference in the lives of its clients.
If you are interested in joining the St James's Place Academy - Click here
Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.
With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.
Today is a solo episode with your host Sam Oakes who gives and update in his brand new role at Hoxton Capital Managment as the Head Of Creative. Reach out if you are an adviser interested in joining Hoxton in the UK or abroad. - [email protected]
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.
Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.
With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.
Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.
With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.
Ever wondered how a young professional scales the heights of the financial planning industry? Ryan Edwards, Client Relationship Manager at Foster Denovo, joins us to share the riveting tale of his career ascent.
Ryan's story is one of bold choices and strategic connections. With an apprenticeship that catapulted him into the fast-paced finance sector, he's on track to become a financial planner by 25, a testament to the power of mentorship and seizing opportunities.
This episode uncovers how companies like Foster Denovo are crafting a new era of financial advising that encourages rapid career progression and nurtures young minds like Ryan.
The conversation highlights the critical role of mentorship in shattering the stereotype of the gray-haired financial advisor and the importance of attracting youthful talent to revitalise an aging industry. Mentorship, as Ryan experienced, isn't just career development—it's an industry revolution.
As we wrap up, we touch on the profound influence financial planners wield on their clients' lives, linking fiscal health to emotional well-being.
Ryan and I explore the emotional rewards that come from guiding individuals toward financial milestones, the significance of financial literacy, and how technology is poised to redefine the industry landscape.
Looking ahead, we anticipate the excitement of a new guard of advisors ready to uphold the legacy of those before them, with Ryan's narrative serving as an inspiration for a vibrant future in financial planning.
If you are interested in joining Foster Denovo - Click here for current Vacancies
Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.
With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.
Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.
With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.
Episode 2 of the Foster Denovo talent partnership series. Click here to see the latest job opportunities with Foster Denovo.
Embark on a journey with the remarkable Josie Freeman of Foster Denovo as she shares her ascent from history graduate to financial planning aficionado. Through her story, we uncover the transformative impact of mentorship, structured career development, and the undeniable importance of financial education in today's digital age. Josie's narrative invites us to consider the infinite possibilities that await in the financial planning sector for those with the drive to succeed.
This episode unpacks the realities of growing within the financial planning industry, offering listeners a front-row seat to Josie's progression from administrative beginnings to a commanding practice manager role. Her experiences shed light on the dual art of cultivating technical know-how alongside essential relationship-building techniques, proving that success in this field hinges on juggling both with grace. Josie's insights into professional trajectories will resonate with anyone looking to carve out their own path in this dynamic space.
Listen in as we navigate the nuances of supporting advisors and clients, the strategic importance of personal development plans, and the delicate balance required in management roles. Josie's candid reflections on the rise through the ranks of financial planning not only offer guidance but also celebrate the personal satisfaction that accompanies each new career milestone. Her story is a beacon for ambitious individuals, illuminating the diverse pathways to achievement in the financial planning profession.
Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.
With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.
The podcast currently has 183 episodes available.