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 at St James's Place. Natasha's journey from podcast listener to financial planning prodigy is nothing short of inspiring. After launching her career influenced by this very podcast, Natasha quickly ascended through the ranks, graduating from the St James's ..read more

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 mentorship, structured career development, and the undeniable importance of financial education in today's digital age. Josie's narrative invites us to consider the infinite possibilities that await in the financial planning sector for those with the drive ..read more

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, echoes throughout our discussion, offering a fresh perspective on finding one's niche in the often-intimidating world of finance.  At First Wealth, Phoebe's story unfolds within a firm that prides itself on being a B Corp, valuing impact on society and the ..read more

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, the gravity of true independence in advising, and how embedding core values into a company's framework resonates deeply with clients and employees alike. Imagine a financial planning industry that thrives on mentorship, knowledge-sharing, and a philanthropic hear ..read more

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 transition out of corporate finance into the heart of impacting lives through financial planning, Matt shares the profound satisfaction he derives from his role. Our conversation traverses the crucial pathways of talent attraction, retention, and the creation of car ..read more

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, as we sit down with Roger Brosch, the visionary CEO steering this dynamic business. Ever wondered what it takes to align a company's culture with the personal values of its team? This candid episode offers a deep dive into how Roger has shaped a manageme ..read more

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 becoming an indispensable co-pilot for advisers, enhancing their productivity and ensuring stringent compliance.  Craig's expertise shines as he walks us through the transformative effects on back and middle office functions, while Joseph gives us a gli ..read more

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 draws exceptional talent. Alan's candid narration of his rise provides a roadmap for those yearning to carve out their niche in the financial planning landscape, emphasising the critical role financial advisers play in steering clients' financial dreams to ..read more

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 draws exceptional talent. Alan's candid narration of his rise provides a roadmap for those yearning to carve out their niche in the financial planning landscape, emphasising the critical role financial advisers play in steering clients' financial dreams to ..read more

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 conversation that navigates through the valleys of grief to the peaks of professional growth, Guy’s narrative is more than just an account; it's a beacon for anyone looking to understand the profound impact financial foresight can have on a family's well-being. In ..read more