This week we have a very special feature on the Financial Planner Life podcast, as we’re looking back at some of the best clips around marketing, brand development and content creation.  We draw on the wisdom of previous guests Pete Matthew, Nicola McKenzie, Sam Tate, Matt Cross & Michelle Wilson-Stimson, in this compilation of top-tips, interesting perspectives and advice for those building a brand and business in Financial Planning. Understanding how to market yourself is imperative for any Financial Planning professional trying to expand their network and build their business. We hope you learn as much as we did from these amazing guests! 00:00:00 | Intro00:00:31 | Pete Matthew00:03:29 | Nicola McKenzie00:06:39 | Sam Tate00:08:16 | Matt Cross00:12:59 | Michelle Wilson Stimpson00:16:07 | Outro Be sure to follow Financial Planner life on <a href='https://www.youtube.com/channel/UC-JE9KXlb8bgMaiDVr4K1sw'>YouTube</a> for extra content about career development within Financial Planning. Reach out to sam@financialplannerlife.com 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 a very special feature on the Financial Planner Life podcast, as we’re looking back at some of the best clips around marketing, brand development and content creation. We draw on the wisdom of previous guests Pete Matthew, Nicola McKenzie, Sam Tate, Matt Cross & Michelle Wilson-Stimson, in this compilation of top-tips, interesting perspectives and advice for those building a brand and business in Financial Planning. Understanding how to market yourself is imperative for any Financial Planning professional trying to expand their network and build their business. We hope you learn as much as we did from these amazing guests! 00:00:00 | Intro 00:00:31 | Pete Matthew 00:03:29 | Nicola McKenzie 00:06:39 | Sam Tate 00:08:16 | Matt Cross 00:12:59 | Michelle Wilson Stimpson 00:16:07 | Outro Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to sam@financialplannerlife.com 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 a very special feature on the Financial Planner Life podcast, as we’re looking back at some of the best clips around marketing, brand development and content creation.&nbsp;&nbsp;We draw on the wisdom of previous guests Pete Matthew, Nicola McKenzie, Sam Tate, Matt Cross &amp; Michelle Wilson-Stimson, in this compilation of top-tips, interesting perspectives and advice for those building a brand and business in Financial Planning.&nbsp;Understanding how to market yourself is imperative for any Financial Planning professional trying to expand their network and build their business. We hope you learn as much as we did from these amazing guests! 00:00:00 | Intro00:00:31 | Pete Matthew00:03:29 | Nicola McKenzie00:06:39 | Sam Tate00:08:16 | Matt Cross00:12:59 | Michelle Wilson Stimpson00:16:07 | Outro Be sure to follow Financial Planner life on <a href="https://www.youtube.com/channel/UC-JE9KXlb8bgMaiDVr4K1sw" rel="noopener noreferrer">YouTube</a> for extra content about career development within Financial Planning. Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.

FPL Top Tips - Financial Planning Gurus on Content Creation, Marketing & Personal Brand

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.&nbsp; 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.&nbsp; 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.&nbsp; 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.&nbsp; The Host: Sam Oakes is the host of The Financial Planner Life Podcast.&nbsp; 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.&nbsp; 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.&nbsp; 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.&nbsp; Be sure to check out&nbsp; Financial Planner Life Academy - start your career today!&nbsp; https://financialplannerlife.com/academy/

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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 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.  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.  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.  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.  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.  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.  Be sure to check out  Financial Planner Life Academy - start your career today!  https://financialplannerlife.com/academy/

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FPL Top Tips - Financial Planning Gurus on Content Creation, Marketing & Personal Brand

FPL Top Tips - Financial Planning Gurus on Content Creation, Marketing & Personal Brand

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