show episodes
 
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, failures and learnings, as well as what to expect from a career in the industry! 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 back-office staff all have their ...
 
Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
 
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show series
 
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson and Rob Kingsbury. In this episode our guest speakers discuss the the key considerations for end of tax year planning and discuss how paraplanners can avoid…
 
Channon Cain is a Financial Advisor with Raymond James Financial based out of Austin, TX. He joins the show today to walk us through his career boomerang, from starting as a financial advisor right after college to transitioning to a successful wholesaling career—and then returning to his current position as a financial advisor with an independent …
 
Welcome back! For the first podcast of 2023 (apologies for the delay) Sam is sitting down with Lee Robertson, the founder of Octo Members. Octo Members is a networking community for those that work within the financial planning profession and the wider financial services. Whether or not you're an administrator, paraplanner, financial adviser, work …
 
In the latest episode of In Conversation With, Tessa Lee, managing director of Moneyinfo, speaks to chief reporter Lois Vallely about the huge shift we are seeing in how advisory firms are using technology, and the move towards a hybrid advice model. Lee also talks about her background in fintech, and how she rose up the ranks at Moneyinfo.…
 
Tess Downing is the Founder of Complete View Financial based out of San Antonio, TX. She joins the show today to talk about her journey in the financial planning industry, including what she would have done differently if she could do it all over again. If you want to know what it is like to work your way up in a firm over 10 years—and then leave t…
 
In the new episode of In Conversation With, Lawrence Bearman, IFA, Ablestoke Wealth Management joins Kimberley Dondo. Bearman shares his experience of transitioning from university intern to IFA and how a support system as a new adviser adds value to the service they provide.By moneymarketing
 
Jessica Harrington is an Executive Business Coach at Carson Coaching in Dallas, TX. She joins the show today to share her story of becoming interested in financial planning and working as a coach for financial planners, as well as what she has learned throughout her career. If you are starting a new position and are looking for some inside informat…
 
Matt Benson is the Founder of Sonmore Financial based out of Chandler, AZ, and he joins the show today to share how he got started in the financial planning profession, why he hired an intern after starting his own firm, and why that intern is a rockstar. If you are seeking an internship or entry-level role in a financial planning firm, then don’t …
 
Devoda Owens is an Analyst with Linscomb and Williams based out of Houston, TX. He stops by the show today to share how he recently passed the CFP exam and tips for anyone looking to do the same. If you are not sure of what your path to a career in financial planning might look like, this is an episode you won’t want to miss! Listen in as Devoda op…
 
In the latest episode of In Conversation With, Kimberley Dondo is joined by Jordan Sriharan, Fund Manager, Canada Life Asset Management. He offers his perspective on the opportunities in midcap, finding ways to avoid exposure to a weaker dollar in 2023, and the long-term investment opportunities on his radar.…
 
Dana McNulty is an aspiring financial planner out of Boulder, CO, and she joins the show today to share her experience attending a financial planning program and securing multiple internships. If you're a college student seeking to prepare yourself for your first opportunity in the financial planning industry, this is an episode you won’t want to m…
 
In this episode of the Money Marketing podcast, the editorial team reflects on the crazy year 2022 has been – both in financial services and in the wider world. We talk about what we’ve achieved professionally and personally, both individually and as a team. We also give you a sneak peak at what to look out for next year. As well as our own persona…
 
Elena is joined today by Hayley Rabbets, head of Verve Services at The Verve Group, and in this episode we are BREAKING the taboos. Like many others, Hayley fell into the Financial Planning profession and undertook a variety of roles from administration to Paraplanning to operations before eventually landing at The Verve Group. You’ll find out thou…
 
Brittany Schultz, Director of Investment Research and Operations, and Michelle Kuehner, President at Personal Money Planning, both join the show today to discuss their unique paths into the financial planning profession. They share how they transitioned out of banking careers, why they believe financial planning was a better fit for them, and how t…
 
Financial Planner Life – Career Accelerator Program Episode 4 – Job offer management in the financial planning profession. In the final episode of the Financial Planner Life career accelerator program, we discuss the job offer stage. The emotions attached to receiving a job offer can be overwhelming so, we share the things that you need to consider…
 
Financial Planner Life – Career accelerator program Episode 3 – How to prepare for job interviews in financial planning This episode focuses on the interview stage of securing a new job in the financial planning profession, such a huge part of the process. This is where leaning into an experienced recruiter elevates you above the competition and he…
 
Financial Planner Life, Career Accelerator Program Episode 2 – How to approach your financial planning job search Following on from Episode 1 where we looked at your why for wanting to change job, we now look at what you need to do to start the job search in the most effective and positive way. We share tips and advice on how best to market yoursel…
 
Financial Planner Life, Career Accelerator program Episode 1: Are you where you want to be in your career? In this episode we encourage you to take a hard look at the reasons why you are looking for a new job opportunity in financial planning, we offer some guidance around what you should be considering and doing before you start that time consumin…
 
Michael Kitces and Alan Moore are the co-founders of XY Planning Network, and they join the show today to discuss their journey through entrepreneurship. If you desire to excel in the financial planning profession, then this is an episode you definitely won’t want to miss! Listen in as Michael and Alan share how they entered into entrepreneurship, …
 
We have Elena hosting the podcast again this week and speaking with Lucy Byrom, Director of Fusion Business Management. Lucy has taken a unique approach to a career within the Financial Planning profession. Coming into it as an apprentice straight from secondary school, she spent years immersed in the profession before taking exams to become a Para…
 
Luiza Todd, Founding Director of Bespoke Training Solutions joins Kimberley Dondo in the latest episode of In Conversation With. They discuss how BTS supports aspiring advisers to pass their exams and how different skill sets lend themselves to financial services. Listen now.By moneymarketing
 
In the latest episode of In Conversation With, Dan Kemp, Global Chief Investment Officer at Morningstar Investment Management, joins Kimberley Dondo. They discuss the challenges investors faced in 2022 and what opportunities investors may find in 2023.By moneymarketing
 
Jennifer Anderson is the co-owner at McClarren Financial Advisors based out of State College, PA, and she joins the show today with paraplanner Rose Porter to discuss the ins and outs of hiring new paraplanners right out of school. If you are joining a small RIA firm directly after graduating from a CFP program, this is definitely an episode you wo…
 
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson, Rob Kingsbury and special guest Lewis Bryford. This episode looks at how to develop your role as a paraplanner, and how to best retain paraplanners. This i…
 
St James’ Place launched its academy in 2012, after a pilot period. Since then, more than 1,000 budding advisers have been welcomed through its doors, with 844 still part of the SJP network today. While some have gone on to work within an existing practice, the academy has also led to the creation of 658 new SJP adviser businesses across England, S…
 
Bethany Park is a paraplanner at Stonebridge Financial Planning Group based out of Orlando, FL. She joins the show today to discuss her path into the financial planning profession from a teaching career. If you are considering changing careers and joining the financial planning profession, this is an episode for you! Listen in as Bethany shares why…
 
The podfolk are back with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s Place Wealth and Martin Clark, Landmark IFA. Here they discuss the new Chancellor, the Autumn Statement and taxation in a turbulent 2022. For more information on our professional qualifications and to find out how you can advance your career …
 
In this weeks episode Sam is joined by Mel Abplanalp from Buckingham Gate Chartered Financial Planners. Mel is the head of operations at Buckingham Gate, she has had an unconventional but incredibly important career journey that has led her into this, the perfect role for her skillset and personality. Mel has jumped around a little bit in her caree…
 
Justin Onuekwusi, Head of Retail Investments, EMEA, Legal & General Investment Management joins Kimberley Dondo to discuss his journey into financial services and why he has such a passion for mentorship in the industry. Listen to the new episode of In Conversation with now.By moneymarketing
 
Abby Bennett is the Director of Financial Planning and Bret Tagg is an Associate Advisor with Verum Partners based out of Charlotte, NC. They both join the show today to share their journeys and experiences through the financial planning industry. If you are looking to get out of a Big Four accounting firm and begin adding value to a financial plan…
 
Today's guest is Dave Robinson. Dave is a Chartered Financial Planner for Centurion Financial Planning, and it's IFA or the Highway with Dave! Pre warning, this is a long episode but well worth it. We talk about the importance of IFA and why there needs to be an IFA academy. We dive into Dave Robinson's past, and how he got into financial planning …
 
Ethan Pepper is the Founder and CEO of Orchard City Wealth based out of Los Gatos, CA. He joins the show today to share how he got started as a financial planner—and eventually started his own firm. If you are considering giving up ownership in a firm to start your own, this is an episode for you! Listen in as Ethan shares how family members influe…
 
This week we celebrate the launch of Financial Planner Life – Fintech, where we showcase some of the most innovative technology that helps improves the Financial Planning experience for Financial Planners and their clients. Sam Oakes is pleased to welcome back Ben Mason the CEO of Kinherit a Wills and Trust onto the podcast to talk about their one-…
 
On the podcast today Sam speaks with Chris Dames. Chris is a chartered adviser and the owner of a company called Cervello which he's been building over the last 12 years. Chris has an infectiously happy character and is brimming with kindness. So much in fact that the spill over goes into a podcast he hosts called The Kindness Project, which today …
 
Daniel Wiltshire, Actuary & Independent Financial Planner, Wiltshire Wealth joins Kimberley Dondo in the latest episode of In Conversation With. They discuss his shift from actuary to financial planner and what he thinks can be done to attract more planners to the industry.By moneymarketing
 
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