Beste Financial Planner podcasts (2024)

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Part-Time Financial Planner, Why it works for me! 53:41

1d ago53:41

53:41

Send us a text Join us for an insightful conversation with Paula Leitch, a trailblasing part-time financial planner whose journey took her from Australia to the heart of Dublin's financial sector. Throughout our discussion, we explore her strategic decision to embrace part-time work, allowing her to balance a fulfilling career with family life, Sam…

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Finding the Right Culture Fit and Serving the Military Community with David Evetts 45:44

10d ago45:44

45:44

In this episode, I’m joined by David Evetts, who serves as the President of the USAA Educational Foundation. Since 1986, The USAA Educational Foundation has served the military community by helping service members and their families become informed financial decision-makers through every life stage. USAA, the founder and sponsor of The USAA Educati…

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230: The Client New Year's Letter You Need to Write Now! 37:36

4d ago37:36

37:36

Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New Year’s letter. Really, Libby? A letter is going to make a difference? ABSOLUTELY, but the catch is you have to include the right things. It’s easy for clients to lose sight of all the work you …

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Paraplanning Disruptor - How 'Parapool' is creating a gig economy for Paraplanners! With Rebecca Livesey 54:33

10d ago54:33

54:33

Send us a text In this episode of Financial Planner Life, Rebecca Livesey introduces Parapool, a gig-based, online marketplace that is revolutionising the paraplanning profession. By offering a flexible and scalable marketplace for paraplanners and financial advisers, Parapool addresses the current issues of rising paraplanning costs and talent sho…

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229: Tax Strategy for Your Boring W-2 Clients and Beyond 46:53

11d ago46:53

46:53

When I was running my practice, I dreamed of having a tax professional who would do actual tax strategy. Like WAY MORE than just getting behind my Roth conversions or more traditional ideas like QCDs, but someone that could actually sit down with my clients and tell them if they should buy their car through their business, tell them what type of en…

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Financial Coaching vs. Financial Planning: Insights from Money Coach Alina Burlacu 55:34

12d ago55:34

55:34

Send us a text In today's episode of Financial Planner Life, Alina Burlacu, financial coach (and qualified financial planner) shares her insights on the evolving role of financial coaching. Alina discusses her transition into coaching, highlighting how her experience in her profession, as well as financial planning, enables her to address the emoti…

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228: 8 Productivity Hacks to Work More Efficiently 34:08

18d ago34:08

34:08

We’ve all had that day that you were SO BUSY, but at the end of the day looked back and realized that you didn’t actually do or complete any of the major things you needed to do. YET, you felt slammed all day! So here’s the questions we’re going to seek answers to today… How do you ACTUALLY get things done in your time blocks without getting distra…

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Supporting Women's Wellbeing in the Workplace: Emma Hall's Journey in Financial Planning 48:35

18d ago48:35

48:35

Send us a text In this episode of Financial Planner Life, we are joined by Emma Hall, Chartered Financial Planner of the Year, who shares her career journey through a lens focused on workplace flexibility, women's wellbeing support, and mental health policies - and how these are essential for creating a thriving and resilient firm. For women in fin…

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Breaking the Age Bias: Investing in the Next Generation of Financial Planners with Kate Bailey and Ryan Milne 1:00:15

24d ago1:00:15

1:00:15

Send us a text In this episode, Managing Director, Kate Bailey, and Associate Partner, Ryan Milne, explore how mentorship, training, and succession planning are driving the next generation of success in the profession. With a rapidly aging adviser workforce and a looming talent shortage, investing in young financial planners is more important than …

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Financial Education, Working for a Nonprofit, and Serving the Special Ops Community with Drew Stamp 48:18

24d ago48:18

48:18

I’m excited to welcome a friend and colleague who has a little bit different career track today. Drew Stamp serves as the Chief Operations Office for the Donovan and Bank Foundation - a, nonprofit organization that focuses on helping special operators transition to a life of peace, balance, and contentment. We chat about Drew’s early personal finan…

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227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin 46:14

25d ago46:14

46:14

Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that *real* college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field. In this episode we’ll share insights on: What To Do Beyond Basic Calcul…

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Leadership & Perfecting Career Development Frameworks in Financial Planning - Helen Lovett - COO at Foster Denovo 48:31

1M ago48:31

48:31

Send us a text Ever wondered how to create a thriving workplace that benefits employees, shareholders, and clients alike? Don't miss our enlightening conversation with Helen Lovett, COO of Foster Denovo, as she uncovers the power of clear career development frameworks. Learn firsthand why their strategic focus has elevated employee engagement and c…

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226: How to Design Your Perfect Schedule - Replay with Download 48:10

1M ago48:10

48:10

The number one question I got from advisors for YEARS and still get today, is "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and i’m putting in double that!" I feel that on so many levels because that was me early on. In today’s episode I’m going to drill down 16+ years of compressing a billion hours a week into just 2…

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From Fitness to Finance: Tom Mangan's Journey to Becoming a Successful Young Financial Planner 1:01:19

1M ago1:01:19

1:01:19

Send us a text Join us for an inspiring conversation with Tom Mangan, a financial planner at St James's Place, who transitioned from the fitness industry to financial planning. Discover how Tom's sports-centered upbringing, marked by his time playing football at Aston Villa and running a private training business, imparted essential qualities like …

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225: Ideas to Implement - Complete a Time Study to Boost Productivity Now 6:58

1M ago6:58

6:58

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Complete a Time Study to Boost Productivity Now --------- LINKS FROM THIS EPISODE: Grab your time study template here! Episode with Michael Kitc…

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Risk Vs Reward, Career Lessons from Terry Smith CEO of Fundsmith 41:47

1M ago41:47

41:47

Send us a text In this episode of Financial Planner Life, Chris Ball (CEO of Hoxton Wealth) steps in as host while Terry Smith, CEO of Fundsmith (and often referred to as the UK's answer to Warren Buffet), shares his fascinating journey from a career at Barclays Bank to becoming a widely known financial services disruptor! Starting in banking, he w…

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Finding the Right Firm, Fit, and Focus with Matt Stephens 45:25

1M ago45:25

45:25

Today on the podcast I’m joined by Matt Stephens from Willow Chute Financial. Matt has had a winding career path that has taken him to a variety of roles, firms, structures, and responsibilities. During his career in financial services, he has also served as an officer in the Army Reserves since 2008. In our discussion, we chat about the pros and c…

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224: Complete a Time Study to Boost Productivity Now 41:44

1M ago41:44

41:44

On the podcast this week, we dive into the powerful tool of time studies and how they can help advisors optimize their most valuable resource: time. Ever feel like you’ve been busy all day but have little to show for it? Yep. Me too. Conducting a time study can help you identify where your time is going, eliminate inefficiencies, and create more ba…

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Women, Wealth and Podcasting: Tracy Brookes' Journey Through Her Financial Planning Career 46:08

1M ago46:08

46:08

Send us a text In this episode of Financial Planner Life, host Sam Oakes sits down with financial planner Tracy Brookes for an honest and open conversation about her journey into the financial planning profession. Join us as Tracy discusses her remarkable journey from a chartered financial planner to becoming an influential voice in the financial p…

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223: How to Write a Book in Just 6 Weeks with Guest Paul McManus 49:04

2M ago49:04

49:04

Have you ever dreamed of writing a book, but found yourself held back by thoughts like: “It sounds too hard.” “I don’t know what I’d write about that hasn’t been done before.” “I’m not really good at writing.” “I don’t even know where to start—or who has the time?” You’re not alone in this. Many of us have the aspiration to write a book but get stu…

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222: Ideas to Implement -Growing a National Niche Empire - Advisor Success Story 14:34

2M ago14:34

14:34

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Growing a National Niche Empire - Advisor Success Story with Guest Nick DaughertyLINK FROM THIS SHOW Find out more about Financial Cop Here Conn…

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From Retail to Financial Planning: The Transformative Journey of Godfrey Asare 1:01:36

2M ago1:01:36

1:01:36

Send us a text Discover the transformative journey of Godfrey Asare, who transitioned from the food retail sector to becoming a successful financial planner, all while emphasizing the importance of financial literacy for everyone. This episode promises to unravel Godfrey's incredible story—from working at Waitrose, Itsu, and Marks and Spencer to hi…

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Walking the Walk along with Talking the Talk of Military Transition with Heather Walrath 39:26

2M ago39:26

39:26

I’m so grateful to have Heather Walrath joining us on the podcast today. She currently serves as financial education and accredited financial counselor at the Navy Mutual Aid Association. As part of the Education Team, Heather speaks one-on-one with servicemembers and spouses and provides group presentations to servicemembers and families across th…

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221: Growing a National Niche Empire - Advisor Success Story with Guest Nick Daugherty 46:13

2M ago46:13

46:13

Who doesn’t love a good underdog story? Everyone loves to see good things happen to good people. Today’s episode is exactly that— but with a healthy dose of takeaways and practical ideas for you as you grow your financial planning business. In this episode, I interview an advisor who started off selling senior trips, became a police officer, and th…

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From Accounting to Financial Planning: Charley Smith’s Journey to Success 38:08

2M ago38:08

38:08

Send us a text Have you ever wondered what it’s like to make the leap from the UK to Dubai for a career in financial planning? In this episode, we sit down with Charley, a UK-born client services manager, to delve into her journey of transitioning from accounting in the UK to working in international financial planning in Dubai. Charley shares her …

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220: Ideas to Implement - When Part of Your Business is a Mess 10:07

2M ago10:07

10:07

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: When Part of Your Business is a Mess Join the Group Coaching Waitlist Here Download the Family Tree Template Here Enroll in The Perfect RIA Mast…

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From Admin to Paraplanner to Practice Manager - Paula Guedes Inspiring Journey in Financial Planning 44:54

2M ago44:54

44:54

Send us a text What does it take to transition from an administrative role to a technical expert in financial planning? Join us as we talk with Paula Guedes, a dynamic practice lead at Foster Denovo. Paulas journey from Brazil to the UK, pursuing a master's in finance and economics, and working her way up from an entry-level position to a chartered…

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219: When Part of Your Business is a Mess 30:14

2M ago30:14

30:14

Ever felt like your business is a mess and you're the only one struggling to keep it together? You’re not alone. Today we are getting really about the mess parts of running a business... and what to do about it. I’ll share three actionable strategies to turn chaos into order, helping you build a business and life you truly love. In this episode we'…

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Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success - Ellie Gracie from Hoxton Wealth 37:55

2M ago37:55

37:55

Send us a text Unlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from Hoxton Wealth who traded the historic streets of Edinburgh for the bustling avenues of Dubai. Ellie recounts her adventure of diving headfirst into Dubai’s high-energy, opportunity-laden …

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218: Ideas to Implement --Create a Laser-Focused Marketing Message that Speaks to Your ICA 12:27

2M ago12:27

12:27

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Create a Laser-Focused Marketing Message that Speaks to Your ICA LINKS: Download Your “Laser Focused Marketing Message and ICA” Worksheet Here J…

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From Graduate to Chartered Financial Planner & what I do in the paraplanner club - Matt Finch 36:08

2M ago36:08

36:08

Send us a text From his humble beginnings as an administrator to his current role managing a client book as a financial planner in an investment Managment company , Matt's journey is nothing short of inspiring. He offers invaluable insights into the importance of a holistic, personalised approach to financial planning, and shares his experiences wo…

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Tax Preparation alongside Financial Planning, Teaching CFP Classes, and MQFP Update with Paul Allen 47:23

2M ago47:23

47:23

I’m excited to have Paul Allen on the podcast today. In this wide-ranging conversation we discuss his first exposure to the financial services industry which rubbed him the wrong way and sparked an interest in doing his own financial planning work. Later on, Paul wanted to help educate fellow members of his military community so he got his CFP so h…

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217: FREE DOWNLOAD Create a Laser-Focused Marketing Message that Speaks to Your ICA 31:21

2M ago31:21

31:21

Do you want the secret to crafting a LASER-FOCUSED message that speaks right into the heart of your perfect clients? Do you want to be able to read your clients’ minds and deliver an experience that is EXACTLY what they are looking for Understanding these important things about your clients allows you to craft a message that helps you stand out fro…

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Global Compliance in Financial Planning: Insights from Paul Tate of Hoxton Capital Management 44:31

2M ago44:31

44:31

Send us a text Unlock the secrets of global compliance in financial planning with our special guest, Paul Tate, the Global Head of Compliance at Hoxton Capital Management. From his humble beginnings as a financial advisor in South Africa to his influential role in Dubai, Paul shares his compelling journey and the passion that drives him. Discover h…

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216: Ideas to Implement -- Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick 11:28

2M ago11:28

11:28

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick LINKS FROM THIS EPISODE: Connect with Josh Here Follow Josh on Instag…

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The Transformative Journey of a Young Financial Planner - Dylan Ellis 1:04:40

2M ago1:04:40

1:04:40

Send us a text Trigger Warning - We discuss Suicide and Addiction. Hosted by: Sam Oakes Guest: Dylan Ellis, Financial Planner at St James's Place Episode Overview: In this deeply insightful episode of the Financial Planner Life Podcast, host Sam Oakes talks with Dylan Ellis, who at just 26 years old has transformed personal adversity into professio…

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215: Implementing EOS In Your Business and How To Lead Your Firm w/ Josh Kosnick 51:16

2M ago51:16

51:16

It’s time to stop the chaos in your business and actually start achieving your goals! But where do you start?!? 🤔 In today’s podcast episode, The Efficient Advisor, Libby Greiwe, sits down with Josh Kosnick to discuss a great starting place—implementing an entrepreneurial operating system (EOS). Kosnick is an EOS pro who explores the transformative…

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Why Switching from Mortgage Advice to IFA is a good idea! With Daniel Hobbs of New Leaf 45:25

3M ago45:25

45:25

Send us a text Are you a mortgage advisor looking for more stability and long-term growth in your career? Transitioning to an Independent Financial Advisor (IFA) might be the strategic move you’ve been searching for. In this episode of the Financial Planner Life podcast, Sam Oakes sits down with Daniel Hobbs from New Leaf to explore the benefits an…

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214: Ideas to Implement -- How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith 12:05

3M ago12:05

12:05

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith LINKS FROM THIS EPISODE: Connect with Jo Faith on LinkedIn Here…

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Learning About the Planning Profession and Building College Planning Expertise with Mike Hunsberger 40:29

3M ago40:29

40:29

In this podcast episode, I sit down with Mike Hunsberger to learn more about his career journey across an Air Force career and launching his own RIA, Next Mission Financial Planning. He shares about his early experiences with being sold permanent life insurance and high fee mutual funds which led him to get more interested in personal finance. Than…

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213: How to Make Your Website (and Everything You Write) Way Better w/ Guest Jo Faith 51:39

3M ago51:39

51:39

You literally have a hot second (or maybe two if you’re lucky!) to attract clients when they read your website, email, blog, brochure, or newsletter. And if your words are not spot on, you can lose a client before you even have a chance to meet them! In this week’s episode, host Libby Greiwe sits down with copyright guru, Jo Faith, to chat about th…

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Life Protection, Careers and International Opportunities at Hoxton Capital with new hire Adrian Benjamin and Sam Oakes 27:30

3M ago27:30

27:30

Send us a text And another top hire for Hoxton Capital Managment in the UK! Join us on this episode of the Financial Planner Life podcast as we sit down with Adrian Benjamin, who recently joined Hoxton Capital Management as a protection consultant. this is Adrians second spin on the Financial Planner Life Podcast! Adrian delves into his motivations…

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Financial Planning Talent Attraction and Management with Helena Bogdanovski of Foster Denovo 30:02

3M ago30:02

30:02

Send us a text Want to know the secrets to successful recruitment in the financial planning profession? Our special guest, Helena Bogdanovski from Foster Denovo today shares her expertise in talent attraction. Learn how she navigates the intricate process of hiring self-employed financial advisers, focusing on relationship-building and understandin…

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212: The Meeting Notes Hack That Will Change Your Life 55:30

3M ago55:30

55:30

Overwhelmed by the drudgery of manual note taking? Looking to enhance productivity by tackling mundane administrative tasks? Searching for a way to leverage the power of AI to transform your workflows? If so, this episode is for you! 🫵 In today’s podcast, The Efficient Advisor host, Libby Greiwe, is joined by Daniel Yoo, founder of FinMate AI, an a…

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Why I didn't take recruiter advice, and how I secured my first job in Financial Planning as a Financial Planner! Tom Brookes 56:44

3M ago56:44

56:44

Send us a text Unlock the secrets to a fulfilling career in financial planning with Tom Brookes from Mosaac Financial Planning. Tom's journey is nothing short of inspirational, from his early ventures in the property market to his transformative "quarter life crisis" that led him to the world of financial advising. His story is a testament to the p…

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Unlocking Success in Global Financial Advice: Insights from Dubai with Jacob Hall of Hoxton 57:50

3M ago57:50

57:50

Send us a text Unlock the secrets to succeeding in the global financial advice with insights from Jacob Hall, the Global Head of Advisory for Hoxton Capital Management. Jacob takes us through his transformative journey from self-employment to leading a dynamic team of 40 professionals. You'll gain a deep understanding of the evolving industry lands…

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Cross-border Planning and Military Spouse Careers with Stephanie Higgins 33:20

3M ago33:20

33:20

In this podcast episode, I’m joined by Stephanie Higgins to talk about her journey into the financial planning profession. As a military brat as well as military spouse, she has spent a great deal of time overseas so we talk about the challenges of employment and building a career while OCONUS. I love hearing about her personal journey of learning …

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211: 5 Tips to Get Better Conversions When Public Speaking with Deirdre Van Nest 1:06:55

3M ago1:06:55

1:06:55

Unlock the secrets to powerful public speaking with renowned coach Deirdre Van Nest! Imagine transforming your presentations and workshops with just a few practical tips—Deirdre's insights promise to do just that. You'll discover how a strategic approach to your speaking engagements can lead to remarkable outcomes, like a 93% conversion rate during…

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Emotional Intelligence in Financial Planning with James Woodfall & Sam Oakes 1:27:34

3M ago1:27:34

1:27:34

Send us a text Unlock the secrets of emotional intelligence in financial planning with James Woodfall, our special guest and ex-financial planner turned EQ expert. Discover how emotional intelligence stacks up against traditional IQ in shaping successful careers in financial planning. Learn why EQ is a game-changer in recruitment, training, and its…

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210: Ideas to Implement -- The Client Experience Cheat Code 10:39

3M ago10:39

10:39

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: The Client Experience Cheat Code ------------------------------------------------- LINKS FROM THIS EPISODE: Register for the Systems to Scale Gr…

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