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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 industry. Our guests share their stories of success, f... Read more

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See it, Believe it, Be it – A Financial Planners Guide to Achieving Career Goals

See it, Believe it, Be it – A Financial Planners Guide to Achieving Career Goals

This week, Financial Planner Life host Elena is joined by Bethany Lawton, Chartered Financial Planner at AV Trinity Ltd ... Read more

14 Sep 2023

50mins

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Make Sales Great Again – The Forgotten Code in Financial Planning

Make Sales Great Again – The Forgotten Code in Financial Planning

Attention all Financial Advisers, BDM’s, Sales Managers and Business Owners, this episode is for you! This week on the F... Read more

7 Sep 2023

1hr 17mins

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Cultivating an Attitude of Gratitude when Building an IFA Practice

Cultivating an Attitude of Gratitude when Building an IFA Practice

Back once again with the Financial Planner Life podcast, with our guest this week, Freddie Winter AKA Nice Guy Money, Ch... Read more

31 Aug 2023

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Unleash Your Potential – Embracing Self Employment as a Financial Planner

Unleash Your Potential – Embracing Self Employment as a Financial Planner

BREAKING FPL NEWS: Sam Oakes and Financial Planner Life have been nominated for the Talent Attraction Award at this year... Read more

24 Aug 2023

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Financial Planning Blueprint for Career Success with Warren Shute

Financial Planning Blueprint for Career Success with Warren Shute

This week’s guest on the Financial Planner Life podcast is Warren Shute *deep breath* Chartered Wealth Manager, Money Co... Read more

17 Aug 2023

1hr 3mins

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From Restricted Adviser to Independent Financial Planner

From Restricted Adviser to Independent Financial Planner

Lee Quinn, IFA at Alexander Grace. Lee’s career route began in typical fashion, starting as a Trainee-Paraplanner before... Read more

10 Aug 2023

1hr 7mins

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Insights from the Experts - Sustainable Financial Planning

Insights from the Experts - Sustainable Financial Planning

This week on the Financial Planner Life Podcast we have a special feature episode on all things sustainability in the wo... Read more

3 Aug 2023

28mins

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Paraplanner to Financial Adviser – No need to wait!

Paraplanner to Financial Adviser – No need to wait!

This week's guest on the Financial Planner Life podcast is Lauren Gifford from Butler Toll. This episode is a serious th... Read more

27 Jul 2023

51mins

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POV of a Financial Planning Company Director

POV of a Financial Planning Company Director

This week on the Financial Planner Life podcast our guest is Karl Pemberton, Chartered Financial Planner and Director of... Read more

20 Jul 2023

1hr 30mins

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Build Better Relationships in Financial Planning

Build Better Relationships in Financial Planning

Welcome back! This week on the Financial Planner Life podcast, host Elena Stephenson speaks with Laura Ripley, Chartered... Read more

13 Jul 2023

43mins

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