Financial Planner Life Podcast

Insights from the Experts - Sustainable Financial Planning


Listen Later

This week on the Financial Planner Life Podcast we have a special feature episode on all things sustainability in the world of Financial Services!  

We revisit some expert guests, in conversation with our very own Charlie Scott, discussing the past, present and future of the topic of sustainability in the context of Financial Planning. Some of the episodes featured and topics discussed include: 

Ep.95 with Tom Jaffrey – Changes in attitude toward sustainability between generations. 

Ep.88 with Rebecca Kowalski – How client conversations have shifted toward climate change over time. 

Ep.118 with Jai Street – Having the right mindset within your business to have a positive impact. 

Ep.90 with Charlotte O’Leary – Investing for the future generation. 

Ep.120 with Seb Elwell – The climate crisis is everyone’s responsibility 

This episode is a great way to take a look at how the Financial Planning Profession is helping change the world for the better, and how the future of the industry will be heavily driven by sustainability. As our very own Charlie Scott once said: “If you want to make a change in this world, go to where the money is and start there. That way you’ll have maximum impact from the outset.” 

00:00:00 | Intro

00:01:43 | Tom Jaffrey

00:04:48 | Rebecca Kowalski

00:09:53 | Jai Street

00:15:10 | Charlotte O'Leary

00:21:08 | Seb Elwell

00:26:27 | Final thoughts


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.

...more
View all episodesView all episodes
Download on the App Store

Financial Planner Life PodcastBy Sam Oakes

  • 5
  • 5
  • 5
  • 5
  • 5

5

1 ratings


More shows like Financial Planner Life Podcast

View all
Investors' Chronicle by Investors' Chronicle

Investors' Chronicle

14 Listeners

This is Money Podcast by This is Money

This is Money Podcast

43 Listeners

The Meaningful Money Personal Finance Podcast by Pete Matthew

The Meaningful Money Personal Finance Podcast

92 Listeners

The Property Podcast by Rob Bence and Rob Dix from The Property Hub

The Property Podcast

61 Listeners

The Money To The Masses Podcast by Damien Fahy

The Money To The Masses Podcast

12 Listeners

AJ Bell Money & Markets by AJ Bell

AJ Bell Money & Markets

11 Listeners

Which? by Which?

Which?

12 Listeners

On The Money by interactive investor

On The Money

5 Listeners

Adviser 3.0: The Podcast by Abraham Okusanya

Adviser 3.0: The Podcast

0 Listeners

Switch Your Money On by Hargreaves Lansdown

Switch Your Money On

4 Listeners

Merryn Talks Money by Bloomberg

Merryn Talks Money

53 Listeners

Making Money by Damien Jordan & Timeyin Akerele from Most

Making Money

10 Listeners

TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

TRAP: The Real Adviser Podcast

5 Listeners

Many Happy Returns by PensionCraft

Many Happy Returns

35 Listeners

The Stocks and Savings Podcast by Stocks and Savings

The Stocks and Savings Podcast

2 Listeners