I migliori Sam Mangan podcast (2024)

1
Breaking the Age Bias: Investing in the Next Generation of Financial Planners with Kate Bailey and Ryan Milne 1:00:15

12h ago1:00:15

1:00:15

Send us a text In this episode, Managing Director, Kate Bailey, and Associate Partner, Ryan Milne, explore how mentorship, training, and succession planning are driving the next generation of success in the profession. With a rapidly aging adviser workforce and a looming talent shortage, investing in young financial planners is more important than …

1
Leadership & Perfecting Career Development Frameworks in Financial Planning - Helen Lovett - COO at Foster Denovo 48:31

7d ago48:31

48:31

Send us a text Ever wondered how to create a thriving workplace that benefits employees, shareholders, and clients alike? Don't miss our enlightening conversation with Helen Lovett, COO of Foster Denovo, as she uncovers the power of clear career development frameworks. Learn firsthand why their strategic focus has elevated employee engagement and c…

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From Fitness to Finance: Tom Mangan's Journey to Becoming a Successful Young Financial Planner 1:01:19

9d ago1:01:19

1:01:19

Send us a text Join us for an inspiring conversation with Tom Mangan, a financial planner at St James's Place, who transitioned from the fitness industry to financial planning. Discover how Tom's sports-centered upbringing, marked by his time playing football at Aston Villa and running a private training business, imparted essential qualities like …

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Risk Vs Reward, Career Lessons from Terry Smith CEO of Fundsmith 41:47

14d ago41:47

41:47

Send us a text In this episode of Financial Planner Life, Chris Ball (CEO of Hoxton Wealth) steps in as host while Terry Smith, CEO of Fundsmith (and often referred to as the UK's answer to Warren Buffet), shares his fascinating journey from a career at Barclays Bank to becoming a widely known financial services disruptor! Starting in banking, he w…

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Women, Wealth and Podcasting: Tracy Brookes' Journey Through Her Financial Planning Career 46:08

20d ago46:08

46:08

Send us a text In this episode of Financial Planner Life, host Sam Oakes sits down with financial planner Tracy Brookes for an honest and open conversation about her journey into the financial planning profession. Join us as Tracy discusses her remarkable journey from a chartered financial planner to becoming an influential voice in the financial p…

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From Retail to Financial Planning: The Transformative Journey of Godfrey Asare 1:01:36

28d ago1:01:36

1:01:36

Send us a text Discover the transformative journey of Godfrey Asare, who transitioned from the food retail sector to becoming a successful financial planner, all while emphasizing the importance of financial literacy for everyone. This episode promises to unravel Godfrey's incredible story—from working at Waitrose, Itsu, and Marks and Spencer to hi…

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From Accounting to Financial Planning: Charley Smith’s Journey to Success 38:08

30d ago38:08

38:08

Send us a text Have you ever wondered what it’s like to make the leap from the UK to Dubai for a career in financial planning? In this episode, we sit down with Charley, a UK-born client services manager, to delve into her journey of transitioning from accounting in the UK to working in international financial planning in Dubai. Charley shares her …

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From Admin to Paraplanner to Practice Manager - Paula Guedes Inspiring Journey in Financial Planning 44:54

1M ago44:54

44:54

Send us a text What does it take to transition from an administrative role to a technical expert in financial planning? Join us as we talk with Paula Guedes, a dynamic practice lead at Foster Denovo. Paulas journey from Brazil to the UK, pursuing a master's in finance and economics, and working her way up from an entry-level position to a chartered…

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Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success - Ellie Gracie from Hoxton Wealth 37:55

1M ago37:55

37:55

Send us a text Unlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from Hoxton Wealth who traded the historic streets of Edinburgh for the bustling avenues of Dubai. Ellie recounts her adventure of diving headfirst into Dubai’s high-energy, opportunity-laden …

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From Graduate to Chartered Financial Planner & what I do in the paraplanner club - Matt Finch 36:08

1M ago36:08

36:08

Send us a text From his humble beginnings as an administrator to his current role managing a client book as a financial planner in an investment Managment company , Matt's journey is nothing short of inspiring. He offers invaluable insights into the importance of a holistic, personalised approach to financial planning, and shares his experiences wo…

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Global Compliance in Financial Planning: Insights from Paul Tate of Hoxton Capital Management 44:31

2M ago44:31

44:31

Send us a text Unlock the secrets of global compliance in financial planning with our special guest, Paul Tate, the Global Head of Compliance at Hoxton Capital Management. From his humble beginnings as a financial advisor in South Africa to his influential role in Dubai, Paul shares his compelling journey and the passion that drives him. Discover h…

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The Transformative Journey of a Young Financial Planner - Dylan Ellis 1:04:40

2M ago1:04:40

1:04:40

Send us a text Trigger Warning - We discuss Suicide and Addiction. Hosted by: Sam Oakes Guest: Dylan Ellis, Financial Planner at St James's Place Episode Overview: In this deeply insightful episode of the Financial Planner Life Podcast, host Sam Oakes talks with Dylan Ellis, who at just 26 years old has transformed personal adversity into professio…

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Why Switching from Mortgage Advice to IFA is a good idea! With Daniel Hobbs of New Leaf 45:25

2M ago45:25

45:25

Send us a text Are you a mortgage advisor looking for more stability and long-term growth in your career? Transitioning to an Independent Financial Advisor (IFA) might be the strategic move you’ve been searching for. In this episode of the Financial Planner Life podcast, Sam Oakes sits down with Daniel Hobbs from New Leaf to explore the benefits an…

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Life Protection, Careers and International Opportunities at Hoxton Capital with new hire Adrian Benjamin and Sam Oakes 27:30

2M ago27:30

27:30

Send us a text And another top hire for Hoxton Capital Managment in the UK! Join us on this episode of the Financial Planner Life podcast as we sit down with Adrian Benjamin, who recently joined Hoxton Capital Management as a protection consultant. this is Adrians second spin on the Financial Planner Life Podcast! Adrian delves into his motivations…

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Financial Planning Talent Attraction and Management with Helena Bogdanovski of Foster Denovo 30:02

2M ago30:02

30:02

Send us a text Want to know the secrets to successful recruitment in the financial planning profession? Our special guest, Helena Bogdanovski from Foster Denovo today shares her expertise in talent attraction. Learn how she navigates the intricate process of hiring self-employed financial advisers, focusing on relationship-building and understandin…

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Why I didn't take recruiter advice, and how I secured my first job in Financial Planning as a Financial Planner! Tom Brookes 56:44

2M ago56:44

56:44

Send us a text Unlock the secrets to a fulfilling career in financial planning with Tom Brookes from Mosaac Financial Planning. Tom's journey is nothing short of inspirational, from his early ventures in the property market to his transformative "quarter life crisis" that led him to the world of financial advising. His story is a testament to the p…

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Unlocking Success in Global Financial Advice: Insights from Dubai with Jacob Hall of Hoxton 57:50

2M ago57:50

57:50

Send us a text Unlock the secrets to succeeding in the global financial advice with insights from Jacob Hall, the Global Head of Advisory for Hoxton Capital Management. Jacob takes us through his transformative journey from self-employment to leading a dynamic team of 40 professionals. You'll gain a deep understanding of the evolving industry lands…

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Emotional Intelligence in Financial Planning with James Woodfall & Sam Oakes 1:27:34

2M ago1:27:34

1:27:34

Send us a text Unlock the secrets of emotional intelligence in financial planning with James Woodfall, our special guest and ex-financial planner turned EQ expert. Discover how emotional intelligence stacks up against traditional IQ in shaping successful careers in financial planning. Learn why EQ is a game-changer in recruitment, training, and its…

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From Luxury Cars to £63m in AUM, a Financial Planning Career Pivot With Nathan Ind of St James's Place 49:06

3M ago49:06

49:06

Send us a text Ever wondered how selling luxury cars could lead to managing 63 million in assets? Join us for an enlightening conversation with Nathan Ind, a partner at St James's Place, as he shares his remarkable career journey from the motor trade to financial planning via the St James's Place Academy. Nathan's story isn't just about changing ca…

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Building an International Financial Planning Business with $2bil AUM in 6 years! Chris Ball of Hoxton Capital Management 54:46

3M ago54:46

54:46

Send us a text Curious about the international Financial planning space? Join us for an exclusive conversation with Chris Ball, CEO of Hoxton Capital Management, as he shares the impressive journey of evolving from a business set up at his kitchen table, to a client-centric financial planning powerhouse with over 250 staff in 6 countries, including…

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Unlocking Career Growth: Sean Banks on Financial Planning, Mentorship, and Navigating Career Transitions 54:33

3M ago54:33

54:33

Send us a text Ever wondered why some financial planners choose employment over entrepreneurship? Discover the compelling journey of Sean Banks, Senior Financial Planner at Pembrokeshire Financial Services, as he shares his career progression from administration and paraplanning to financial advice. You'll learn why Sean opted to remain employed, e…

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Jonathon Jay - Why I joined Hoxton Capital Managment as Managing Director of UK Financial Planning - With Your Host Sam Oakes 47:50

3M ago47:50

47:50

Send us a text This week on the Financial Planner Life Podcast, we welcome back Jonathon Jay who first appeared on the podcast 3.5 years ago and lots has changed since then! This is a special episode for me because I get to announce Jonathon Jay joining Hoxton Capital Management as Director of UK Financial Planning. This is the first episode in the…

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How I 6x My Turnover as a Financial Planner - Tom Schofield of Foster Denovo shares with Sam Oakes 50:48

3M ago50:48

50:48

Send us a text What happens when an aspiring professional rugby player swaps the field for financial advising? Join us for a conversation with Tom Schofield, a partner at Foster Denovo, who shares his compelling journey from the highs and lows of sports to carving out a successful career in the financial sector. Discover how his father's influence …

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Sam Oakes Talks to Jack Dudley about his career change, from teaching to financial advice and how to get a job in financial planning. 1:03:54

3M ago1:03:54

1:03:54

Send us a text What happens when you blend military precision with classroom teaching and then pivot to financial planning? Meet Jack Dudley, a former Royal Engineer and Secondary School educator, who shares his intriguing journey on this episode of the Financial Planner Life podcast. Learn how Jack transitioned from the high-pressure world of teac…

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Change Manager Olivia Crease on Driving Growth and Innovation at Foster Denovo 27:31

4M ago27:31

27:31

Send us a text What if navigating the complex world of financial planning could be made simpler and more accessible for everyone? In our latest episode, we sit down with the dynamic Olivia Crease, a change manager at Foster Denovo, to unravel the intricacies of her role in fueling the company’s growth strategy through acquisitions. Olivia shares he…

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Is Self Employed The Wrong Way To Fix The Financial Adviser Gap? Rob Atherton Shares Why We Need More Employed Options For Trainee Financial Planners. 1:03:07

4M ago1:03:07

1:03:07

Send us a text Can the financial planning industry sustain itself without adapting to the needs of new talent? Join us on the Financial Planner Life podcast for a thought-provoking conversation with Rob Atherton as we tackle this urgent question. We start by examining entry-level opportunities and the growing debate between employed and self-employ…

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St James's Place Adviser Academy Update 2024 - A Deep Dive Into Terms 5 & 6 with Gee Foottit 53:23

4M ago53:23

53:23

Send us a text We are back with Gee Footitt from St James's Place for an update on the SJP Adviser Academy. In this updated episode for 2024, we take a look at some of the changes to the Academy and hyper-focus on terms 5 & 6! where we cover coaching and mentoring and ongoing support for new Financial Advisers and Partners. if you haven't already w…

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Ceri Griffiths - Why I Work With Women Divorcing Multi Millionaire CEO's - Niche Financial Planning. 1:11:10

4M ago1:11:10

1:11:10

Send us a text This week is a talent partnership special with St James's Place Ever wondered how financial advisers can make a monumental impact on women's lives, particularly those navigating high-stakes divorces? Listen as we sit down with Ceri Griffiths from Willowbrook Financial Planning, who has carved out a unique niche advising women divorci…

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Why I joined the Financial Planning Profession as Head of Creative for Hoxton Capital - Sam Oakes 11:39

4M ago11:39

11:39

Send us a text Today is a solo episode with your host Sam Oakes who gives and update in his brand new role at Hoxton Capital Managment as the Head Of Creative. Reach out if you are an adviser interested in joining Hoxton in the UK or abroad. - sam@financialplannerlife.com Be sure to follow financial planner life on YouTube for extra content about a…

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Life’s Good - It’s The Disease That’s The Problem. Financial Education Through Personal Tragedy 52:37

5M ago52:37

52:37

Send us a text When life throws you curveballs, financial foresight can be your greatest ally. Hazel Carter, a retired financial services professional , today shares how she turned tragedy into a mission of education. Hazels shares her husbands Alan's battle with motor neuron disease that strikes at the heart of why financial preparation is so cruc…

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How I cold called my way to £100,000,000 AUM, emotional intelligence and financial planning training with - Paul Taylor 56:55

5M ago56:55

56:55

Send us a text Join the conversation with Paul Taylor, an expert in financial planning, as we explore the secrets of turning ambitious individuals into top financial advising experts. With his own journey from humble cold-call beginnings to a financial planning powerhouse, Paul's passion lies in mentoring the mavericks of tomorrow. His treasure tro…

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Apprenticeship v University, Early Financial Planning career development at Foster Denovo with Ryan Edwards 31:08

5M ago31:08

31:08

Send us a text Ever wondered how a young professional scales the heights of the financial planning industry? Ryan Edwards, Client Relationship Manager at Foster Denovo, joins us to share the riveting tale of his career ascent. Ryan's story is one of bold choices and strategic connections. With an apprenticeship that catapulted him into the fast-pac…

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What happens after the St James's Place Academy? My 3rd year as a Financial Planner - Natasha Percy-Baxter 1:29:44

6M ago1:29:44

1:29:44

Send us a text St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy? - click here Episode Overview: In this exhilarating episode of the Financial Planner Life Podcast, we're thrilled to welcome back Natasha Percy-Baxter, a highly likable financial planner and partner…

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8 Promotions in 7 years at Foster Denovo, a Financial planning career development deep dive with Josie Freeman 57:18

6M ago57:18

57:18

Send us a text Episode 2 of the Foster Denovo talent partnership series. Click here to see the latest job opportunities with Foster Denovo. Embark on a journey with the remarkable Josie Freeman of Foster Denovo as she shares her ascent from history graduate to financial planning aficionado. Through her story, we uncover the transformative impact of…

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Redefining Financial Planning Through Diversity and Education with Guest Phoebe Ellis 52:42

7M ago52:42

52:42

Send us a text Charlie Scott is joined by Phoebe Ellis, the remarkable Rising Star of 2023 from the Women in Finance Awards and Client Relationship Manager at First Wealth, graces our podcast with her vibrant journey from the world of PE and art to the financial sector. Her path, influenced by personal connections and a drive for inclusivity, echoe…

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Crafting a Legacy Beyond Profit: The Ethical and Community-Centric Approach of Altor Wealth Management 57:51

7M ago57:51

57:51

Send us a text Discover the blueprint for a financial firm rooted in ethical values and community impact as I chat with Matt Pitcher from Altor Wealth Management. Matt takes us on his odyssey from a corporate cog to the architect of a B-Corp-certified haven for equitable financial planning. We delve into the fresh terrain of flat fee subscriptions,…

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Shaping the Next Generation of Financial Advisers with Expert Guidance from Matt Fowler of St James's Place 1:05:23

7M ago1:05:23

1:05:23

Send us a text Financial Planner Life - Talent Attraction Partnership Special with St James's Place Academy - Join Today! Embark on a journey with Matt Fowler, a chartered financial planner and partner at St James's Place, who joins us to share his remarkable career evolution and the strategic insights that have propelled his success. From his tran…

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The Power of Alignment: Culture, Values, and Growth Mindset’ with Roger Brosch, CEO of Foster Denovo 39:59

7M ago39:59

39:59

Send us a text Talent Attraction Partnership Special - Foster Denovo are Hiring - click here for jobs On this weeks episode i'm joined by Roger Brosch CEO of Foster Denovo, you can watch the face to face video episode on youtube. Discover the leadership secrets that have propelled Foster Denovo to the forefront of the financial planning profession,…

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Exploring Gen AI's Transformative Impact on Financial Advice and Compliance - Fintech Special 1:04:20

7M ago1:04:20

1:04:20

Send us a text Prepare to have your mind expanded as we journey through the dynamic world where artificial intelligence reshapes the financial services landscape. Joined by industry visionaries Robert Harradine from Ammonite , Craig Barraclough from Finovation and Joseph Twigg from Aveni . We dissect how AI is not just revolutionising finance but b…

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Alan Smith from Capital Asset Managment, The Bullet Proof Financial Planner - Host of TRAP Podcast, talks Innovation and careers in Finanical Planning 1:08:03

8M ago1:08:03

1:08:03

Send us a text Unlock the secrets to entrepreneurial success in the financial world with Alan Smith of Capital Asset Management and co-host of The Real Adviser Podcast ( TRAP) we start our journey with Alan tracing the milestones of building a financial planning firm, where vision meets values, and the magnetic pull of a mission-driven culture draw…

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Turning Personal Loss into Professional Growth: Guy Skinner's Journey in Life Protection and Financial Planning 56:35

8M ago56:35

56:35

Send us a text When life handed Guy Skinner, from CityGate Financial Planning, a devastating loss, it carved out a path for him that would intertwine personal resilience with professional wisdom. Join us as Guy shares the deeply personal experience of losing his father and how it shaped his approach to life protection in financial planning. In a co…

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Orann Coyle – financial planning client acquisition via Instagram! 58:14

8M ago58:14

58:14

Send us a text Today on the Financial Planner Life podcast we are at St James’s place, for a face to face episode with Orann Coyle of KMC Wealth Management Oran is a relatively new Financial Adviser and Wealth manager based in Londonderry, Northern Ireland. Orann is an avid Instagrammer – he talks us through how he has managed to utilise his online…

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Taking a career leap: What’s holding you back? 50:01

8M ago50:01

50:01

Send us a text This week’s guest is Marcus Crowther of MWC group. Marcus is a young adviser based in sunny Malta, he talks to Elena about his career journey so far. Marcus goes into detail about how he got into financial planning and, in true FPL style, really opens up about his thought processes, as well as his own mental health which has led him …

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Achieving your career goals in financial planning 1:11:49

9M ago1:11:49

1:11:49

Send us a text This week we have energy powerhouse, Bobby Sahota – financial planner and Director at Attivo. Sam and Bobby speak about everything from Bobby’s career journey to date, limiting beliefs, social media presence, and so much more. Bobby is one of the most passionate guests we’ve had on the podcast. Her sincerity and passion for client ca…

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How to set up your own financial planning business 1:17:01

9M ago1:17:01

1:17:01

Send us a text Welcome to the first episode of 2024! And what a fantastic episode to get us going! Calum Scott, Financial Planner and Director of Libertas Financial Management joins Sam Oakes on this step-by-step journey of an episode. We were really fortunate to talk to Calum, his story is certainly inspiring. He walks us through the process of se…

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How to be the best Financial Adviser you can be 47:42

10M ago47:42

47:42

Send us a text Julie Flynn is a powerhouse of financial planning knowledge and passion! Charlie Scott is joined this week with Julie Flynn, Director of Bree Wealth and Tax Management Ltd. And wow – what an episode. These two dive into what makes a brilliant podcast, representation within financial planning, how Julie went self-employed at a critica…

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Paraplanners – The Engine Behind a Truly Successful Financial Planning Firm 1:25:50

10M ago1:25:50

1:25:50

Send us a text Back in the world of high-performance Financial Planning pros on the FPL Podcast as this week we’re joined by Sam Patterson, Managing Director of The Patterson Group! Sam’s experience in Financial Planning puts him a cut above the rest when it comes to navigating a career as a Paraplanner. After taking on the role himself, Sam moved …

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Building a Financial Planning Business with Purpose 1:20:34

10M ago1:20:34

1:20:34

Send us a text This week we're doubling down on the Financial Planner Life with our guest duo, Nathan Waldron and Ryan Nobbs, co-directors and Financial Planners with Evergreen Financial Planning, a business with the objective of reaching the ~95% of people that don’t fit the typical client profile for Financial Advice, through understanding the lo…

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Pursuing Progression in Your Financial Planning Career 1:16:43

10M ago1:16:43

1:16:43

Send us a text This week’s guest on the Financial Planner Life Podcast is Ben Slater, Chartered Financial Planner & Director at Stephen Eve Financial Planning Ltd. Ben started his career straight out of education, as an apprentice client services administrator within a Financial Planning firm, moving into paraplanning after 2 years, before pursuing…

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How YOU can find a job in the finanical planning profession, without the need of a recruiter! 9:50

11M ago9:50

9:50

Send us a text Bonus Episode In this short episode, we empower you with a rinse-and-repeat strategy for marketing yourself out to financial planning firms to secure interviews and at the very least a solid network to lean into as you gain more qualifications and experience, this is perfect for those studying without experience, and looking to get t…

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