Prepare to have your mind expanded as we journey through the dynamic world where artificial intelligence reshapes the financial services landscape. Joined by industry visionaries Robert Harradine from Ammonite , Craig Barraclough from Finovation and Joseph Twigg from Aveni . 

We dissect how AI is not just revolutionising finance but becoming an indispensable co-pilot for advisers, enhancing their productivity and ensuring stringent compliance. 

Craig's expertise shines as he walks us through the transformative effects on back and middle office functions, while Joseph gives us a glimpse into AI's potential to bridge the advice gap, allaying fears that technology might eclipse human jobs.

Venture further with us as we tackle the complexities of AI in finance, a realm where data is king and the construction of advanced language models like GPT-4 is akin to building digital empires. 

The conversation turns technical yet remains accessible, exploring the critical importance of clean data and the challenges that smaller businesses face in this data-driven world. We confront the phenomenon of 'hallucinations' in AI, the need for domain-specific models in a tightly-regulated industry, and the significance of a robust data strategy that turns potential into power.

As we wrap up this thought-provoking episode, the focus shifts to the profound ethical and practical questions that come with integrating AI into established companies. 

From retrofitting cutting-edge AI into legacy systems to grappling with who bears responsibility for AI's outcomes, we navigate the murky waters that modern companies must sail through. 

And we don't stop there—our gaze stretches to the horizon, contemplating the ethics of neural implants and AI's role in the future of human communication.

 Our  gratitude goes out to our guests for their insightful contributions that have made this episode an expedition into the heart of where technology meets empathy and ethics.

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.

Unlock the secrets to entrepreneurial success in the financial world with Alan Smith of Capital Asset Management and co-host of  The Real Adviser Podcast  ( TRAP) we start our journey with Alan tracing the milestones of building a financial planning firm, where vision meets values, and the magnetic pull of a mission-driven culture draws exceptional talent.

Alan's candid narration of his rise provides a roadmap for those yearning to carve out their niche in the financial planning landscape, emphasising the critical role financial advisers play in steering clients' financial dreams to reality!

Explore the delicate balance of money and personal ambitions with us, as we discuss why understanding clients' life stories is at the heart of meaningful financial advice.

Alan and I dissect the importance of assembling diverse teams that blend technical prowess with empathetic client relations, reinforcing the value of a trusted adviser in navigating life's complex financial web.

We probe into the evolving nature of financial planning careers, challenging traditional hierarchies, and illuminating the benefits of role specialisation in fostering both team satisfaction and exceptional client service.

Step into the future with us as Alan shares his firm's bold strides in embracing AI to revolutionise business efficiency, freeing human creativity to enhance client relationships.

We wrap up the episode by pondering the art of building a niche personal brand and the nuanced art of monetising influence through financial education. 

for those that don't know, Alan is also the host of Bullet Proof Entrepreneur Podcast!

The episode crescendos with a look at the strategic wins technology can offer businesses keen on innovation, ensuring a smooth transition into an AI-augmented era. 

Join us for this engaging episode, brimming with insights for both experienced financial planners and enthusiastic entrepreneurs alike! 

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.

When life handed Guy Skinner, from CityGate Financial Planning, a devastating loss, it carved out a path for him that would intertwine personal resilience with professional wisdom. Join us as Guy shares the deeply personal experience of losing his father and how it shaped his approach to life protection in financial planning.

In a conversation that navigates through the valleys of grief to the peaks of professional growth, Guy’s narrative is more than just an account; it's a beacon for anyone looking to understand the profound impact financial foresight can have on a family's well-being.

In the heart of our discussion, Guy opens up about the art of forging genuine bonds in the professional realm. Tearing down the walls of transactional interactions, he reveals how sharing vulnerabilities and focusing on immediate problem-solving can lead to meaningful advocacy and trust.

We also delve into the practice of asking clients reflective questions, guiding them to align their financial plans with their life ambitions. It's an approach that reinforces the concept of financial well-being and underscores the ongoing personal development crucial for Financial Planners.

As our episode unfolds, Guy imparts his strategies for staying level-headed amidst the whirlwind of business ownership. Embracing the Pareto principle, he underlines the significance of identifying key efforts that yield the greatest outcomes, achieving success and equilibrium.

Authenticity, simplicity, and clear communication emerge as the cornerstones of thriving under pressure. Whether you're navigating the high stakes of the financial industry or seeking to apply life lessons from those who do, this episode with Guy Skinner is set to inspire and enlighten.

Be sure to check out Guy Skinner's charity of choice  - Stand By Me Be - Bereavement Support 

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.

Today on the Financial Planner Life podcast we are  at St James’s place, for a face to face episode with Orann Coyle of KMC Wealth Management

Oran is a relatively new Financial Adviser and Wealth manager based in Londonderry, Northern Ireland.

Orann is an avid Instagrammer – he talks us through how he has managed to utilise his online presence  to gain over 16,000 followers on Instagram alone, and how he’s made this his number one source of income. 

It’s so refreshing to meet another forward-thinking financial adviser who makes it an aim to keep up with digital technology in both his marketing strategy and his client acquisition. Orann is extremely open and honest about his thought processes, challenges, and strategies. 

We also talk about Orann’s experience with St James’s Place and the support he has received and continues to receive from them for his continued career development.

Make sure you give him a follow on Instagram @oranncoylefinancialadviser and check out his fantastic content. If you are interested in joining the St James’s place academy - click here

I know you’ll enjoy this one!

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.

This week’s guest is Marcus Crowther of MWC group. Marcus is a young adviser based in sunny Malta, he talks to Elena about his career journey so far. 

Marcus goes into detail about how he got into financial planning and, in true FPL style, really opens up about his thought processes, as well as his own mental health which has led him down the path he has chosen. 

This is a fantastic episode for anyone who is looking to get into the profession, but also great for those who have ever felt like fear has stopped them from taking a career leap at any time in their lives. Marcus is a meticulous planner and a creature of habit, so he gives us some tried and tested tips which have helped him in his career thus far. 

Marcus also talks us through his thoughts around going to university. He is a brilliant example of someone who is driven, successful and career-minded who chose not to go down the university route. 

Find out why in this week’s hugely enlightening episode. 

Time Stamps 

00:00:00 | Intro 

00:01:18 | Marcus career journey 

00:06:03 | Why financial services 

00:08:44 | Advice for starting out/getting into the financial profession 

00:12:25 | Moving country 

00:16:50 | Handling age as hurdle 

00:21:46 | Not going to university is an advantage 

00:25:43 | Pushing outside the comfort zone 

00:33:09 | The importance of routine 

00:36:02 | Progressive mindset 

00:40:47 | Creating change you want to see 

00:43:19 | Accessibility to financial planning 

00:47:15 | 5 year goal  

YouTube Footer 

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.  

If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here: https://recruitukltd.co.uk/fpl-academy/ 

Experienced and searching for a new role within the financial planning profession? Click here - https://recruitukltd.co.uk/job-consultation/ - for a free career consultation.  

Check out the 2023 Financial planning Salary Guide here - https://recruitukltd.co.uk/the-recruit-uk-salary-guide/   

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. 

#financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcast 

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.

This week we have energy powerhouse, Bobby Sahota – financial planner and Director at Attivo. Sam and Bobby speak about everything from Bobby’s career journey to date, limiting beliefs, social media presence, and so much more. 

Bobby is one of the most passionate guests we’ve had on the podcast. Her sincerity and passion for client care really is something to behold! She talks us through how she is able to make her clients feel comfortable being vulnerable – a hugely powerful skill to have as a financial adviser. To be able to get your clients to open up and be honest about their finances and their future goals is the starting point of real progression! 

Sam and Bobby also speak about manifestation and visualisation and how we should be mindful of the people we surround ourselves with. It can make a huge difference when it comes to your own limiting beliefs when the right people are on your side. All this, and so much more on this new episode – we hope you enjoy. 

Time Stamps 

00:00:00 | Intro 
00:01:34 | Why join the financial planning profession 
00:07:49 | Don't fear challenging clients 
00:16:02 | Being comfortable with being vulnerable 
00:19:40 | Visualisation 
00:26:55 | Behavioural science 
00:36:49 | Pursuit of happiness 
00:42:40 | The importance or culture and values 
00:58:02 | What makes a great manager 
01:00:22 | Social media 
01:09:34 | Bobby's advice 

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.  

If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here: https://recruitukltd.co.uk/fpl-academy/ 

Experienced and searching for a new role within the financial planning profession? Click here - https://recruitukltd.co.uk/job-consultation/ - for a free career consultation.  

Check out the 2023 Financial planning Salary Guide here - https://recruitukltd.co.uk/the-recruit-uk-salary-guide/   

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. 

#financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcast 

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.

Welcome to the first episode of 2024! And what a fantastic episode to get us going! 

Calum Scott, Financial Planner and Director of Libertas Financial Management joins Sam Oakes on this step-by-step journey of an episode.  

We were really fortunate to talk to Calum, his story is certainly inspiring. He walks us through the process of setting up his IFA business, Libertas Financial Management, along with his two business partners. Now in the third year of Calum’s journey with Libertas, we learn about his thought process behind the decision making, how he planned for a thriving business and how he generates meaningful leads. 

From his early days as a sports enthusiast and recipient of a Sports Studies and Marketing scholarship at the University of Sterling to now being the owner of his own company, Calum stands as a shining example of a dedicated and passionate financial planning entrepreneur. 

Hope you enjoy. 

00:00:00 | Intro 
00:01:48 | Callum’s career journey 
00:08:36 | The first role you should take in Financial Planning 
00:10:41 | The transferable value of sales skills 
00:14:02 | Restricted vs IFA 
00:17:07 | Year 1 going self employed 
00:22:18 | Where to start when going self employed 
00:26:16 | Deciding remuneration 
00:32:38 | Client acquisition 
00:36:33 | The easy approach to financial advice 
00:41:54 | Vital questions for vital answers 
00:48:15 | Converting first meetings into paying clients 
00:52:30 | Fintech 
00:59:19 | How to find best practices for your business 
01:03:59 | Why build a financial advice business? 

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.

Julie Flynn is a powerhouse of financial planning knowledge and passion! Charlie Scott is joined this week with Julie Flynn, Director of Bree Wealth and Tax Management Ltd. And wow – what an episode. 

These two dive into what makes a brilliant podcast, representation within financial planning, how Julie went self-employed at a critical point in her life and so much more. 

Julie is an open book, she delves into her own, personal experiences as a woman within a male-dominated profession, as well as her passion for delivering financial education. Her passion truly comes alive in this episode. It will leave you motivated and eager to step outside of your own comfort zone. 

A brilliant episode for anyone who is looking to begin their journey into the financial planning profession, likewise, for those seasoned professionals looking for inspiration for their next step. 

This is our final episode of 2023! So a very Merry Christmas / Happy Holidays to all our listeners. We know you’ll enjoy this one!  

Time Stamps

00:00:00 | Intro 

00:02:09 | Julie's career journey 

00:04:37 | Employed to self employed 

00:07:07 | The niche 

00:11:47 | Barriers and hurdles 

00:17:17 | How financial planning has changed 

00:19:24 | Experiences of women in financial planning 

00:22:20 | Inclusion, diversity and unconscious bias 

00:28:01 | Financial education 

00:29:39 | Podcasting 

00:33:40 | Coaching qualifications 

00:38:31 | Transparency of fees 

00:45:10 | Tips for the next generation of financial planners 

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.

Back in the world of high-performance Financial Planning pros on the FPL Podcast as this week we’re joined by Sam Patterson, Managing Director of The Patterson Group! 

Sam’s experience in Financial Planning puts him a cut above the rest when it comes to navigating a career as a Paraplanner. After taking on the role himself, Sam moved into managing a team of successful Paraplanners, and has seen some of his colleagues make serious waves in the world of Paraplanning as a career choice since then. 

We establish the value of strong back-office support when it comes to running a successful business, highlighting areas which are often overlooked by those focusing solely on their front line, Financial Advisers. 

Sam now trains, upskills and academically supports Paraplanners looking to excel their career in Financial Planning, meaning he knows he’s in a position to give some highly valuable guidance to those in this niche, yet increasingly recognised role. 

 If you’re a business owner, wondering what you can do to supercharge your back-office, or a Paraplanner, looking to be the best version of yourself in your career, this is the episode for you! 

Time Stamps 
00:00:00 | Intro 
00:05:28 | Quick fix to improve your business 
00:10:08 | Progressing Paraplanners 
00:17:59 | The Paraplanner Club 
00:28:24 | Step outside the business to improve the business 
00:34:44 | Influence a pay rise 
00:48:42 | Rockstars and Superstars 
00:58:51 | How to become a better manager 
01:07:38 | Mental health 
01:23:34 | Outro 

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.  

If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here: https://recruitukltd.co.uk/fpl-academy/
 
Experienced and searching for a new role within the financial planning profession? Click here - https://recruitukltd.co.uk/job-consultation/ - for a free career consultation.  

Check out the 2023 Financial planning Salary Guide here - https://recruitukltd.co.uk/the-recruit-uk-salary-guide/  

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. 

#financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcast

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.

This week we're doubling down on the Financial Planner Life with our guest duo, Nathan Waldron and Ryan Nobbs, co-directors and Financial Planners with Evergreen Financial Planning, a business with the objective of reaching the ~95% of people that don’t fit the typical client profile for Financial Advice, through understanding the long-term strategic approach to building introducer relationships. 

This duo of Adviser/Directors are hell-bent on building up the Evergreen brand to become the go to firm for anyone looking for Financial Advice, whether that’s tomorrow, or ten years from now. They understand that although not everyone is ready to pay service fees and invest assets, education around Financial Planning for those who need it at a lower level, proves infinitely valuable for the clients of the future. 

The Evergreen boys have built a business model that inspires collaboration, delegation and honesty, whilst also striving for solution based financial planning for clients, all starting with the question “What can WE do for YOU?”, an open question that gives clients a chance to speak freely and highlight their goals and concerns when it comes to managing wealth. 

We get the feeling we’ll be seeing a lot more of Evergreen in the future, so watch this space. 

Time Stamps 

00:00:00 | Intro 

00:01:18 | How are you feeling out of 10? 

00:03:45 | What's exciting in financial planning now 

00:05:38 | The next generation of clients 

00:14:01 | Solutions to the advice gap 

00:16:35 | How Evergreen Financial Planning started 

00:20:18 | Partnering from across the country 

00:24:20 | High performing strategy to attract clients 

00:28:23 | Building trust 

00:35:55 | Key processes 

00:43:51 | The value of marketing 

00:49:05 | Working with professional introducers 

00:56:51 | Quick qualifying questions 

00:58:36 | The outreach process 

01:01:32 | Elevator pitch

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.