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Sam Oakes
Financial Planner Life Podcast
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 story to share, and The Financial Planner Life podcast...
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Ratings & Reviews
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4.9 stars from 49 ratings
Great listen!
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“Great podcast to listen to and some really brilliant guests so far! Have enjoyed listening to many of the conversations Sam has had with interesting people in the industry.
Great work Sam and thanks for sharing!”
M_Holder95 via Apple Podcasts ·
Great Britain ·
10/03/24
Great all round informative podcast
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“Covers everything in UK and now offshore financial planning life, from starting out to everyday issues and selling your business to management buy outs.
Anybody starting out or in the early stages of your career, many pearls of wisdom from people that have done and are doing it.
Gives you...”Read full review »
Julian Baker via Apple Podcasts ·
Great Britain ·
08/03/24
“The Financial Planner Life Podcast is an amazing resource for anyone in the profession. I have spent countless hours listening to the various conversations and have picked up loads of valuable tips.
Thank you for a fantastic podcast!”
Adjoho97 via Apple Podcasts ·
Great Britain ·
03/07/24
Recent Episodes
Send us a textFinancial planners, prepare to embark on a journey with our special guest, Peter Komolafe from the Conversation of Money, as we explore the dynamic world of financial coaching and content creation! Discover the evolution from static "how-to" guides to vibrant discussions on economic...
Published 11/19/24
Interview with David Kneeshaw, Group Chief Executive of International Financial Group Limited (IFGL)
Send us a textIn this episode of Financial Planner Life, Chris Ball, CEO of Hoxton Wealth, interviews David Kneeshaw, Group Chief Executive of International Financial Group Limited (IFGL). With over two decades of experience in financial services and leadership roles, David shares his insights on...
Published 11/12/24
Published 11/12/24
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