NextGen Planners

Solving the Challenges of Career Transition with Sam Oakes


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In this episode Adam chats with Sam Oakes, Founder of Financial Planner Life and Financial Planner Life Academy.

Here they talk about becoming a B Corp, the launch of the Financial Planner Life Academy and how a Tom Cruise impression went viral on TikTok.

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NextGen PlannersBy NextGen Planners

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