About this 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…
301 episodes · Careers
Financial Planner Life Podcast
About this 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…
Recent episodes
- Rose Was Offered to Buy the Financial Advice Firm She Joined at 18, She Started Her Own Instead!8 Oct · 45 min
- Over 50% of New UK Financial Advisers Came Through This ONE Academy!1 Oct · 56 min
- Why Up To 72% Of Your Financial Planning Client Book Costs MORE To Serve Than It EARNS. - Pillar Client Services24 Sept · 50 min
- AI And The Future Of Paraplanning with Templi | Jack Sleator17 Sept · 45 min
- Natalie Malone on the Financial Services Career That Puts YOU In Front of Entire Workforces10 Sept · 37 min
- Mark Rockliffe and Chris Larkin on the 70% Confidence Gap Costing Financial Planners Business7 Sept · 59 min
- Jeanne Mpondo Asked a Room of Women Who Invests. Not One Hand Went Up...3 Sept · 55 min
- She Spent 10 Years in Law Before Taking a HUGE Pay Cut To Become a Financial Planner | Imogen Winfield31 Aug · 46 min
- From Financial Planning Degree To Head Of Advice In Dubai | Rebecca Ellis27 Aug · 37 min
- From IFA Network To Directly Authorised - One Financial Solutions Next Chapter! | Wayne Griffiths, One Financial Solutions24 Aug · 50 min
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