The Financial Planner Life Podcast
The financial planner life podcast
27/04/2024
I’ve been suprised by how much I have enjoyed my time in , I can 💯 see why it’s an attractive place to live and work.
I will miss this morning view! 🥹
Impressed with the quality of firms that I have met, not gonna lie I wasn’t expecting that! 🤣
The energy is electric! 💪
If you are considering Dubai as an option drop me a DM, happy to share my experience and the realities of a ‘proper job’ out here.
I’m heading to the beach this morning 🏖️ for a day of relaxation before I’m back in the UK tomorrow ☔️
I’ll be catching up on all the messages and emails Monday. 🤓
Have a great weekend. 🙏☀️
23/04/2024
I’m really interested in the international financial advice scene. 🤩
It’s really exciting! 💪
The old image of ex-washing machine salespeople flogging high commission products in the UAE has long gone! ✋🛑
It’s a serious fee-based business out here, with firms gaining licenses across the globe. 🌎✅
The world is becoming a smaller place. I genuinely believe the of tomorrow will want to service clients internationally across borders, and why not?!
I’m speaking to more and more planners with client books intrigued by the ability to continue servicing UK clients while seeing out the rest of their career in the sunshine. Drop me a DM if this is you…
So when Chris Ball MLIBF DipFA PETR from Hoxton Capital Management invited me out to meet the team and see for myself just how professional and client-centric their company is, I jumped at the chance.
A young dynamic business, 6 years in with $1.6 Billion AUM and redefining international advice in line with UK expectations…. Impressive! 😎
After spending the day with them yesterday, meeting multiple stakeholders and joining in their celebrations of the recent addition ‘wealth flow’ to their client app, which by the way is a brilliant tool for clients, I’m more convinced than ever that the international advice market is about to boom! 💥
It’s got my creative juices flowing, so I’m parked up in the sun at the beautiful Dubai Marina to get on with a bit of work.
What’s your take on the international advice market?
Have an awesome day
17/04/2024
Great day filming with today!
04/11/2020
“I think the power of video and audio is that it allows you to connect with people, without actually realising that you are connecting”
This week’s guest on the Financial Planner Life Podcast is Peter Komolafe from The Conversation of Money, a podcast and a YouTube channel dedicated to sharing the truth about investing and all things finance.
One thing that really frustrates Peter is the rise of the ‘have a go financial expert’ on social media!
You know the guys - the ones that aren’t qualified and always tend to wax lyrical about how much money they’re making trading forex whilst sipping cocktails on the beach.
This isn’t Peter…
Peter has a genuine passion for the financial wellbeing and education of his listeners, with a solid background of working within financial services. He also holds DipFA level 4.
An honest, compassionate and incredibly hard-working guy, Peter shares how he has used the power of social media to get ahead and why he believes that financial coaching should be part of every financial planner's marketing strategy.
Peter also reveals some absolute gold around the realities of building a personal brand, coaching programs, and how to harness the power of YouTube and podcasts to build deeper relationships with your audience.
https://www.youtube.com/watch?v=SGbghR6mYtg&ab_channel=TheFinancialPlannerLifePodcast
Peter Komolafe - Financial planning vs Financial coaching, Whats the difference? “I think the power of video and audio is that it allows you to connect with people, without actually realising that you are connecting” This week’s guest on ...
02/11/2020
Sarah Tucker, The Mortgage Mum speaks on personal wellbeing, alternative healing and manifesting positive outcomes, what the ‘X factor’ and ‘The Voice’ taught her about running her own business and why more mums should consider becoming mortgage advisers.
Sarah is s true pioneer for women in the mortgage advice world, she leads by example proving that you CAN fit work around your family commitments, by building a brokerage that offers both training and employment for Mums that want to become mortgage brokers.
I release all my podcasts on all major platforms, click the article and you can watch the full interview on YouTube.
https://lnkd.in/gtSRny6
Sarah Tucker - The Mortgage Mum - Running your own Mortgage Company, Self Employed. This week’s guest on The Financial Planner Life podcast is Sarah Tucker, AKA the Mortgage Mum! Sarah has a fantastic career story to tell that involves the l...
28/10/2020
This weeks guest on the Financial Planner Life Podcast is Taylor Beavis from directly authorised IFA 'Universe Financial Advice'
Taylor Beavis is quite unique, at the age of 25 he is running his own directly authorised IFA practice, after speaking to several IFA business owners he quickly established that client relationships are everything and having ownership of these will ensure that his business grows in value over time, so for Taylor self-employment was the only option.
His chosen route into the profession was challenged numerous times, being told that he’s too young and perhaps he should cut his teeth as an administrator first, he is extremely pleased he didn’t take this advice and encourages anyone who feels they have the relevant skills to push on into a client facing role.
We also discuss why there is a distinct lack of LGBTQ+ financial planners how this fits in with ESG, and why those in the community require a different approach to financial planning.
Other discussions include:
• Why charity is at the heart of his proposition, and he shares why having an altruistic purpose is so important when running your own business.
• How he achieved CAS Status in 4 months self-employed, it doesn’t need to be over complicated.
• His strategy for generating new clients, great tips that anyone can implement.
• How PR helped him raise his profile during lockdown.
• How his clients can keep physically and financially fit by using ‘Richer Fit’ – great benefit!
I really enjoyed talking to Taylor, lovely guy with a good heart and lots to share.
Check out his company page - https://www.universefa.co.uk/
Listen to other podcasts here www.financialplannerlife.com
For financial planning jobs check out www.recruitukltd.co.uk
Connect with Sam Oakes >> https://www.linkedin.com/in/financialadvicejobs/
https://www.youtube.com/watch?v=LL-iUfe_o_s&ab_channel=TheFinancialPlannerLifePodcast
Taylor Beavis Financial Planning for LGBTQ+ community. This weeks guest on the Financial Planner Life Podcast is Taylor Beavis from directly authorised IFA 'Universe Financial Advice' Taylor Beavis is quite uniqu...
⭐️UPDATE ⭐️ Oct 18th - thanks to everyone for the donations!
Recruit UK & The Financial Planner Life Podcast
So far we have NOW raised 🔥 £1243🔥 for
Su***de Prevention Bristol
We are collectively walking, running, cycling, swimming and skateboarding (Will Hunt) 1000KM in October. With each of us committing to a minimum of 100km
I knocked out a marathon on Saturday afternoon and I’m currently on 164k for the month 💪
If you can contribute it would be greatly appreciated 🙏 links in the comments.
What a great cause 👇
The Crisis Intervention Team are volunteers who believe that people deserve care and compassion in their time of need.
Those needs could be as a result of homelessness, self-harm, suicidal thoughts, intoxication, drug abuse, assault or any other issue which has caused personal distress or the potential for physical harm.
They strive to help prevent su***de and they are aware that the above mentioned needs along with others can be a contributing factors to a person finding themselves having suicidal thoughts.
This is the reason they feel it is important to reach out to those in a range of environments and situations, to ensure they feel supported.
***deprevention
09/10/2020
On this week’s episode of the The Financial Planner Life Podcast Sam talks to London based Financial Planner Michael Donkor.
Michael started his financial services career as a personal banker for a leading high street bank before having a successful career in the high-pressure world of stockbroking in London, working his way up to team manager, before deciding to become a Financial Planner.
Like many Financial Planners Michael is looking for ways to stand out from the crowd to attract right clients and introducers, this has led him to investing more time into his personal brand. We discuss some of the successes and challenges that he has experienced so far.
We also cover
• Why being your true authentic self will help propel your career forward
• A personal account of being a black man in Financial services
• How stockbroking helped build resilience and discipline preparing him for the role of a Financial Planner
• What to expect within your first 2 years of Financial Planning
• Why life coaching has helped him position himself as a wealth coach to his clients
• What he learnt from working offshore as a Financial Planner
You can listen tot he financial planner life podcast at
www.financialplannerlife.com
https://spoti.fi/33D49Su
https://apple.co/34D04gj
Check out the latest job opportunities at www.recruitukltd.co.uk
And connect with Sam Oakes on Linkedin >> https://www.linkedin.com/in/financialadvicejobs/
https://www.youtube.com/watch?v=Bu6TT9uBCf8&ab_channel=TheFinancialPlannerLifePodcast
Michael Donkor - from stock broker to a career in financial planning & building a personal brand. On this week’s episode of the Financial Planner Life Podcast I talk to London based Financial Planner Michael Donkor. Michael started his financial services ...
02/10/2020
This week’s guest on The Financial Planner Life Podcast is Phillip Instone from PGI Financial Limited.
Phillip's early career started in Bancassurance, and nearly ended there. He wasn’t a fan of the high sales targets and lack of client care; we talk about the impact this had on his mental health and how leaving the bank and setting up his own directly authorised IFA practice was the best decision he ever made.
Phillip also shares his experience of buying retiring IFA client books and why acquisitions are a big part of his growth plan.
We cover:
- The difference between buying a retiring IFAs client book and acquiring a firm.
- Why due diligence is important when acquiring clients. (He shares what to look out for!)
- The costs involved in acquiring, and how to get started.
- The benefits of growing through acquisition.
- The process of buying, and how to best position yourself as a buyer to build trust and get the deal done.
- His career journey, running a DA firm, and why he is happy being the only Financial Planner in the company.
CHeck out the full podcast here >> https://www.youtube.com/watch?v=yOHvOI97HUs&ab_channel=TheFinancialPlannerLifePodcast
Phillip Instone on being DA, & growing through acquisitions & buying retiring IFA client books. This week’s guest on The Financial Planner Life podcast is Phillip Instone from PGI Financial Limited. Phillip's early career started in Bancassurance, and n...
27/09/2020
This week’s guest on The Financial Planner Life Podcast is Jessamy Walker a Chartered Financial Planner and MD of Brown Dog Financial Planning Ltd 🐶
Jessamy share her career journey from counting sea urchins as a marine biologist in Kenya, to working as a Stockbroker in the city and eventually running her own financial planning practice.
Jessamy has vast experience of working within in varying roles, starting out as what she describes a “posh paraplanner” and eventually taking the leap into in the pre RDR world.
What like about Jessamy is that she wasn’t afraid to take risks in her career, always looking to try something new and expand her knowledge and experience. 🦸
We cover:
🟢Why being an appointed representative is the right choice for Jessamy.
🟢The negatives of being self employed under someone else’s brand.
🟢The benefits of investing in SEO to help attract new clients.
🟢How reaching out to other financial planners will help you grow quicker.
🟢 and administration support, is this the best route to financial planning?
🟢The benefits of being part of a network, and outsourcing ASAP!
here are the links to the podcast
Listen on Spotify - https://spoti.fi/3c79HY3
Listen on Apple - https://apple.co/3c332Ov
for jobs in the financial planning profession check out www.recruitukltd.co.uk
https://www.youtube.com/watch?v=VrQLuBL5T4I&ab_channel=TheFinancialPlannerLifePodcast
Jessamy Walker Chartered Financial Planner talks self employment and being part of network as an AR This week’s guest on The Financial Planner Life Podcast is Jessamy Walker a Chartered Financial Planner and MD of Brown Dog Financial Planning Ltd 🐶 Jessamy ...
21/09/2020
On episode 16 of The Financial Planner Life Podcast, Sam Oakes is joined by Robert Lewis of Celtic Financial Planning Ltd who shares his financial services career journey, from starting with HBOS in the scanning department to eventually running his own directly authorised IFA practice Celtic Financial Planning.
We talk about the pressure of running a directly authorised IFA firm and why if you are thinking setting up your own practice to earn more money quickly, this might not be the best option!
It's clear Robert cares deeply about his clients, employees, and being independent, this spills over into the company’s fantastic corporate social responsibilities.
Robert shares an honest account of what it likes setting up and growing a directly authorised IFA.
We cover:
🎙the impact of the FSCS on The number of IFAs in the future.
🎙trainee financial planners, and the future of hiring
🎙social media marketing to win and retain clients
🎙 directly authorised v appointed rep or registered individual.
🎙 why 3 heads are better than 1 when setting up a DA firm.
🎙why being socially responsible is at the core of their brand values.
🎙the realities of running your own practice.
https://www.youtube.com/watch?v=DwbC0XEzqNY&ab_channel=TheFinancialPlannerLifePodcast
For careers within financial planner connect with Sam Oakes on Linkedin >> https://www.linkedin.com/in/financialadvicejobs/
Robert Lewis of Celtic Financial Planning on setting up a directly authorised IFA practice. On episode 16 of the financial planner life podcast, sam Oakes is joined by Robert Lewis who shares his financial services career journey, from starting with...
19/09/2020
Episode 14 of the Financial Planner Life Podcast with Sam Oakes
less than 1% of people properly make a living from the Football & only 180 of the 1.5 million playing organised youth football in England will make it as a premier league pro - that's 0.012%!
My guest on this podcast, Kieran Bywater, was one of those that that did sign a professional contract!
Set for life, right? Wrong!
It wasn’t all sunshine and rainbows and, like many other players, he had to exit the game earlier than anticipated.
Many players are not financially prepared for an exit. This is exactly why Kieran decided to become a financial planner: to help those in the game manage their money.
Kieran shares his career journey from pro footballer to Financial Planner, the transferable skills and why financial well-being should be the focus for all professional footballers.
if you are a professional footballer looking for financial planning reach out directly to Kieran Bywater at Henning Wealth Management
For careers within financial planner connect with Sam Oakes on Linkedin >> https://www.linkedin.com/in/financialadvicejobs/
https://www.youtube.com/watch?v=aCwuUFWtQXs&ab_channel=TheFinancialPlannerLifePodcast
Kieran Bywater -Professional Footballer to Financial Planner, Why he chose Financial Planning career Episode 14 of the Financial Planner Life Podcast with Sam Oakes My dad once said to me (after a skinful of cider & in front of all my mates)… “Sam, you could...
17/09/2020
Episode 15 of the financial planner life podcast with Sam Oakes.
This Weeks Guest on episode 15 of the Financial Planner Life Podcast is Anthony Rowe who is an ex-professional basketball player turned Financial Planner.
Anthony first picked up a basketball at the age of 13, he quickly established himself as one of the top young basketball players in the UK securing a college scholarship in the USA with the UNG - University of North Georgia and a highly successful professional career in the UK playing for Leicester Riders & Plymouth Raiders Basketball Club.
Unfortunately, due to injury, Anthony had to cut his career short, and like many ex-professional sportspeople, he had to start a brand new career in his 30's.
In this episode we discuss:
- The transferable skills from professional sports to financial planning.
- Stepping outside of your comfort zone, and mindest.
- Why a fast track trainee financial planning program works!
the first 2-year of working in financial planning, what to expect!
- Is financial planning a career for you?
his basketball career.
Anthony was a fantastic guest, bags of personality, and a genuine role model for anyone who is thinking about becoming a financial planner.
To find out more about a career within , or to search for financial planning jobs click here and be sure to connect with Sam Oakes on
Linkedin >> https://www.linkedin.com/in/financialadvicejobs/
https://www.youtube.com/watch?reload=9&v=Om4rY-bNgdc&ab_channel=TheFinancialPlannerLifePodcast
Anthony Rowe - Ex-Pro Basketballer turned Financial Planner - Life after professional Sports Episode 15 of the financial planner life podcast with Sam Oakes. This Weeks Guest on episode 15 of the Financial Planner Life Podcast is Anthony Rowe who is ...
19/05/2020
My guest on episode 5 of The Financial Planner Life Podcast is Makala Green Green wealth Planning.
Makala dropped out of college at the age of 16 and started working for a building society as a cashier, she quickly rose through the ranks to become a at the age of 21!
Makala’s passion for self improvement helped her become the first black female chartered financial planner in the UK & most recently a board level member of the association of black financial professionals, the primary voice of black financial professionals in England and Wales.
On this episode we discuss:
⭐️ Makala’s career journey
⭐️ How networking is vital to building a business in year 1
⭐️ The power of LinkedIn to build introducer relationships.
⭐️ How she combines her passion for entertainment with with
⭐️ year 1 as a business owner, building clients from scratch.
⭐️ The benefits of outsourcing process, so she can spend time on the things she loves, her family and clients. 🥰
⭐️why she loves working with clients from the entertainment and sports industry.
You can listen to the podcast by clicking the links in the bio, as per usual let me know your feedback 🙏
14/05/2020
On Episode 4 of The Financial Planner Life Podcast, I interview James Prince an international financial planner based out in the UAE.
James is a multiple business owner, certified international financial adviser, and a qualified lawyer based in Abu Dhabi.
On this episode we talk about:
🌟Why he moved from criminal law to financial planning.
🌟The realities of working offshore, are the roads really paved with gold?
🌟How he went from a £25,000 salary in the UK to $1,000.000+ a year in Abu Dhabi
🌟What to expect in your first year, its no free dinner!
🌟What it takes to be a success as an international financial planner.
🌟Client ownership, commission, and recurring income.
It was a great conversation with James, he doesn’t hide away from tough questions and is honest around his personal experiences along with the realities of working offshore.
Well worth a listen if you have ever thought about working abroad as a financial planner.
Links to Spotify, Apple and YouTube in the comments below 👇
Follow The Financial Planner Life Podcast and reach out of you would like to be a guest 🎙
05/05/2020
Oh Lock down, you have thrown a massive spanner in the works. 🔧
My podcast 🎙 was all about meeting the superstars 🌟 of financial planning face to face, to record video and audio whilst I gazing into their eyes!
but don’t fear I’ve got a few guests booked in over zoom this week! 🤓
so more episodes will be released shortly!
actually I’m quite enjoying zoom, it’s going to add some real value to the podcast in the long run.
So If you would like to be a guest on the financial planner life podcast drop me a message!
Are the Apps taking over?
On this weeks podcast we discussed the rise of challenger banks and reasons why consumers love them.
Challenger Banks are becoming increasingly formidable competitors to traditional banks and have begun to capture significant market share.
Furthermore, the lines between banks and other consumer financial services providers are blurring, with several alternative lenders and robo-advisers beginning to offer banking products to their customers.
But will it negate the need for face to face financial planning? Jade Rose thinks not.
Financial planning offers a high level of emotional attributes such as personal connection, trust, and out reach.
And this has never been more obvious than right now in this current climate.
how many of your clients have benefited from human connection recently? I would love you to share some of your stories in the comments section. 🙏
Full podcast links in the comments and be sure to follow The Financial Planner Life Podcast for updates. Link in bio
Emotional Intelligence, resilience and ambition were just some of the key traits that Jade Rose from Redding’s Wealth Management highlighted an aspiring financial planner should possess.
Being a Financial Planner requires a certain type of personality to thrive and build a successful career in financial planning.
22/04/2020
Episode 3 of The Financial Planner Life Podcast is live! 🤩
This weeks guest is Jade Rose from Reddings Wealth Management.
From fashion to finance, find out why Jade decided to become a financial planner and how having a positive female mentor gave her the courage to start her new career in a self employed role! 💪
We discuss how financial planning is becoming more accepted as a wellbeing proposition and the benefits to yourself and your clients when working with a mindfulness coach. 🧠
We also talk about the need for financial education in schools and the importance of financial literacy for women. 👩🏫
As always I love to hear your feedback, so do leave a comment or a review. 🙏 🖊
You can find the links for Spotify, Apple and YouTube in the comments below. 💫
One of the topics that came up in episode 2 of The Financial Planner Life Podcast was the lack of black financial planners within the industry.
Emmanuel Asuquo shares 3 reasons to why he thinks this is.
There is a big push on attracting more women to the profession, and rightfully so, but what about other minority groups? it doesn't seem to get the same attention.
Finance professions are notorious for consisting primarily of white males. as the great wealth transfer continues and assets shift from the boomer generation to younger generations, we will see a greater need for diversity within the industry.
the racial gap is closing, with the 38 to 54 age group predicted to be just 52.4% white by 2035.
so what could be done to create more diversity within the financial planning industry?
14/04/2020
This week on the financial planner life podcast I am joined by Emmanuel Asuquo - Financial Adviser, motivational speaker, TV personality on Channel 4’s ‘Save Well, Spend Better’ and all-round lovely bloke!
One thing that shines out in abundance is Emmanuel’s kindness; he genuinely wants people of all backgrounds to better themselves and his financial education brand ‘The Eman Effect’ is helping him share his message worldwide.
Emmanuel cares deeply about his community and spends a lot of his time giving back to those in need through financial literacy workshops, regardless of net worth!
In this podcast, we talk about his career journey from cashier at Barclays to becoming a self-employed financial planner, how he passed his exams with the help of “Pineapple Chunks” and the realities of being a black man in a predominantly white industry.
We also cover the power of personal branding, how he got to over 16,700 followers on Instagram and overcoming the fear of posting on LinkedIn, something we can all relate to! Give it a listen on Spotify, Apple and the website ( link in the bio.
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