Series 1, Episode 101 The client is the hero of this journey, the financial planner is the guide With Carl
Financial Planner Life
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 profession!
We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has variety each week. Financial planners, business owners, paraplanners and back-office staff all have their own stories to share, and The Financial Planner Life Podcast is a platform for them to talk about their personal and professional journeys.
So, if you are thinking of becoming a financial planner, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen.
Series 1, Episode 100 Talk Club – What is it? The Mens Mental Fitness Charity With Gavin Thorpe Subscribe on
Series 1, Episode 99 “I was concerned that financial planning would be a sales role. I was wrong!” With Rory
Series 1, Episode 97 The ultimate review of the St James’s Place Financial Adviser Academy With Gee Foottit Subscribe on
Series 1, Episode 95 Investing towards a more sustainable world With Tom Jaffrey Subscribe on Spotify Subscribe on YouTube Subscribe
Series 1, Episode 94 A financial well-being planner and avid gamer With Kris Mason Subscribe on Spotify Subscribe on YouTube
Series 1, Episode 92 From Law Student to Chartered Financial Planner Add Who With Danielle Lecomber Subscribe on Spotify Subscribe
Series 1, Episode 91 How to become a Financial Planner in the UK, with M&G Wealth Advice Academy (Careers Advice)
Series 1, Episode 89 Overcoming Limiting Beliefs to become a Financial Planner With Sara Davies Subscribe on Spotify Subscribe on