הפודקאסטים הטובים ביותר ב-Financial Planner (2025)

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Life as a Hyper Local Female Financial Planner in Bishop’s Stortford 56:17

13d ago56:17

56:17

In this episode of Financial Planner Life, Sam Oakes speaks with Tammy Salmon and Emma Layton of Salmon Financial Planning, a partner practice of St. James’s Place in Bishop’s Stortford. We hear how Emma transitioned from redundancy to a qualified financial planner through the St. James’s Place Financial Adviser Academy, supported by Tammy’s mentor…

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Family Farm Tax Explained: What the 2026 Inheritance Tax Changes Mean for Farmers 29:29

20h ago29:29

29:29

Ryan Lincoln returns to follow up discissions on the new Inheritance Tax rules for Farmers in what has been called the Family Farm Tax. There was no u-turn in the recent Budget so Farmers and business owners need to plan ahead urgently. James and Ryan confirm the policy and discuss the main tax planning options available and where different options…

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328: Drowning in Year-End To-Dos? Here’s Your Reset Plan 20:56

2d ago20:56

20:56

In today’s episode, we’ll discuss: Year-end processing doesn’t have to feel like an annual stress cycle. In this episode, you’ll learn five simple strategies to make December smoother, more predictable, and far less overwhelming 🎄. From setting client expectations shockingly early to moving cognitive work upstream and protecting your calendar, you’…

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327: Your Client Service Model Upgrade: Streamline Your Process, Boost Profitability, and Wow Your Clients 46:41

7d ago46:41

46:41

Welcome back to the show where we help financial advisors build efficient, profitable, and deeply human advisory firms. In this episode, Libby dives into the heart of creating a scalable and sustainable client service model. She breaks down the mindset shifts advisors need, the math behind revenue per hour, how to segment your book intentionally, a…

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Becoming a Dental Associate: Your complete guide to Tax, Accounts and getting financially ready 19:01

8d ago19:01

19:01

James is joined by Dental accountant and Healthcare expert Richard Keeler to discuss the journey of Dentists into their first role as a Dental Associate. Becoming self employed can be a complex and challenging time and being financially prepared is crucially important. Richard talks through the accounting obligations, how to save towards tax bills …

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326: The Simple Email Hack That Protects Your Boundaries (and Trains Clients Automatically) 13:58

10d ago13:58

13:58

In this quick episode, you’ll learn a simple but powerful tool advisors can use to maintain strong boundaries, protect their time, and still deliver a seamless client experience. We explore why scheduled send and delay delivery matter, how they shape client expectations, and how they support the structure of your Model Week. 📅⚙️ You’ll also discove…

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325: From Advisor to CEO: Todd’s Journey to a More Scalable, Organized Practice 33:44

14d ago33:44

33:44

In this episode, I sit down with Todd Pisarczyk of Momentus Wealth Management to unpack what it really looks like to go from a great advisory practice to a truly scalable, CEO-led firm. Todd shares the behind-the-scenes shifts, the unexpected realizations, and the tangible systems he built through coaching that helped him move from “doing all the t…

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324: Year-End Tax Letter: A Simple System That Saves Your Clients (and You) Time 15:58

18d ago15:58

15:58

In this episode, you'll learn how to create a simple, high-value year-end tax letter that makes tax season easier for your clients, their CPAs, and your team. You'll hear what to include, how to frame it as a value-add, and how to streamline the process so it becomes a repeatable system instead of a stressful scramble. We cover suggested sections f…

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How to Build a Referral-Driven Financial Planning Business with Rosie Hooper 45:02

20d ago45:02

45:02

This week on the Financial Planner Life podcast, Sam Oakes sits down with Rosie Hooper, Chartered Fellow and Financial Planner at Quilter Cheviot. Rosie shares her inspiring 26-year journey from her early days in bank management, through corporate employee benefits, to becoming a highly respected private client planner. Rosie talks candidly about h…

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323: How This Advisor Cut to a 3-Day Workweek and Leveled Up Everything - Part 2 53:26

21d ago53:26

53:26

Creating a business you love doesn’t have to be a fantasy, and in this episode, Libby brings back her best friend and long-time advisor Jen for a real, transparent look at what it takes to reclaim your time, refine your systems, and run a thriving advisory firm with intention. 🎙️ Jen shares how her practice has evolved over the last several years, …

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Company Size Changes – Do I Still Need an Audit? 21:10

22d ago21:10

21:10

Audit specialist Abi Robinson re-joins James again to cover the upcoming changes to company size limits and how they affect the need for an audit. #Audit #Company #Companies #Finance #Podcast #Accountant #Auditor #Business #LB1858על ידי Lovewell Blake

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322: One Word to NEVER Say in Front of Clients 13:09

25d ago13:09

13:09

Ever stop to think how one small word can change the entire vibe of your business? In this episode, Libby breaks down why saying “s—--” might be holding you back — and how a simple language shift can transform how clients see your firm and how your team sees themselves. You’ll learn how swapping your language builds confidence, strengthens culture,…

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He Built 40 Clients in a Library. Now He Manages £58M AUM 36:31

27d ago36:31

36:31

This week on the Financial Planner Life podcast, Sam Oakes speaks with James Westpfel, a financial planner at Foster Denovo, who shares his career journey from self-employed to employed and how going hyper-local helped him build a thriving client base from scratch. After 22 years working in a building society, James made the leap into self-employme…

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321: How Jen Tripled Her Revenue in 3 Years While Working 3 Days a Week 1:03:50

28d ago1:03:50

1:03:50

In this episode of The Efficient Advisor, Libby sits down with Jen, a powerhouse financial advisor and mom of four who has tripled her revenue in just three years—all while working only three days a week. Jen shares the mindset shifts, systems, and team-building strategies that allowed her to scale her practice with confidence and ease. This conver…

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The Most Underutilized Concept in Investing | Four Lessons from Michael Mauboussin 46:52

1M ago46:52

46:52

In this episode, we kick off our book project, "The Most Important Investing Lesson: What the World’s Best Investors Would Teach You", with a deep dive into the ideas of Michael Mauboussin. We explore his most enduring lessons—concepts that have reshaped how we think about investing, decision making, and life. From base rates to expectations invest…

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From the Trading Floor To Financial Planner with £70 Million AUM 46:41

1M ago46:41

46:41

In this episode of the Financial Planner Life podcast, Kanishk Swarup shares his incredible journey from high-stakes equity derivatives trading at JP Morgan and Credit Suisse to launching his own financial planning practice through the St. James’s Place Academy. We explore what it’s really like to work on a trading floor, the burnout behind big bon…

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Inheritance Tax on farms – should I take action? 25:17

1M ago25:17

25:17

Agriculture specialist Ryan Lincoln joins James to talk about the recently announced changes to Inheritance Tax for farms and businesses. With under a year to go until implementation, Ryan covers what is changing, what options are available and how some of his farming clients are dealing with these challenges.…

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320: What an Executive Assistants Can Do for Advisors with Guest Gina Cotner 52:46

1M ago52:46

52:46

Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead wi…

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How Will the Budget Affect Me? 32:20

1M ago32:20

32:20

James is joined by Tax Specialist Sophie Spaul to discuss the upcoming Budget. With so much trepidation and concern about tax measures in this Budget we consider what is likely to be enacted and what needs to be done in advance to prepare. James and Sophie also consider broader political aspects which are driving policy under this government. #Budg…

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319: CEO Day: 5 Categories to Analyze in Your Next CEO Day 13:28

1M ago13:28

13:28

In this week’s Efficient Friday episode, Libby shares why every financial advisor needs to schedule intentional “CEO days” — dedicated time to step out of the whirlwind of client work and focus on your business, not just in it. She breaks down the five key areas to review during your CEO day: money, people, processes, problem-solving, and clients. …

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Active vs Passive investing: A Pointless Debate for Financial Planners? 55:50

1M ago55:50

55:50

In this episode of Financial Planner Life, host Sam Oakes sits down with Andrew Spence, Co-Founder of Aspen, to challenge the industry’s most controversial questions - what we call the Marmite topics of financial planning. Aspen was born out of something deeper than disruption. After a personal health crisis led Andrew to reflect on the impact of h…

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318: How to Build a Culture Your Team Won’t Ever Want to Leave 47:31

1M ago47:31

47:31

In this episode, we dive into the world of human behavior, leadership, and emotional intelligence with Dr. Angela Jackson—a seasoned psychologist, executive coach, and behavior strategist. Angela shares valuable insights that help financial advisors understand themselves and their clients better, ultimately leading to stronger relationships and imp…

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317: Warren Buffett’s 2-List Strategy: The Secret to Laser-Focused Success 15:49

2M ago15:49

15:49

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! Feeling pulled in too many directions? In this quick Efficient Friday episode, Libby breaks down Warren Buffett’s famous two-list strategy for focus…

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316: Send a New Year’s Letter That Builds Client Trust & Assets 33:13

2M ago33:13

33:13

As the year winds down, it’s the perfect time for advisors to strengthen relationships and set the tone for a confident, connected start to the new year. In this episode, Libby shares how to craft a meaningful New Year’s letter that not only reminds clients of your value but also builds excitement for what’s ahead. Whether you’ve been sending these…

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Should I buy my next car through my business? 35:55

2M ago35:55

35:55

Ed Passmore returns to the podcast to talk about Company Car tax planning. Covering electric and hybrid cars, new rules for vans and pickup trucks, upcoming changes to benefit in kind rates and how best to plan a new vehicles lease. Do not commit to a new vehicles until you have listened to Ed’s expert views on this very important topic for busines…

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315: Get Your Advisory Team Rowing in Sync: Building a Unified Client Experience 28:41

2M ago28:41

28:41

How do you get every advisor on your team rowing in the same direction—without killing individuality or creativity? In this episode, Libby breaks down how multi-advisor teams can create a unified client experience that feels consistent across the firm while still giving each advisor room to shine. You’ll learn how to define your firm’s baseline cli…

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314: The Psychology of a Prospect and What to Do Better with Dr. Joshua Wilson, PhD, CMT 55:43

2M ago55:43

55:43

Welcome to this episode of The Efficient Advisor, where Libby Greiwe sits down with Dr. Joshua Wilson, PhD, CMT, to explore the power of behavioral finance before a client even becomes a client. While many advisors think about behavioral finance as something that happens after onboarding, Joshua takes us deeper—into the psychology, neuromarketing, …

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313: What Every Advisor Needs to Hear Before Saying Yes to One More Thing 17:08

2M ago17:08

17:08

Ever feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math behind your schedule and how saying “yes” too often can quietly subtract from your energy, focus, and joy. She walks you through practical ways to protect your time, create boundaries, and make decisions t…

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From JP Morgan to £150M AUM: - Building a Referral-Only Financial Advice Practice 38:27

2M ago38:27

38:27

Karen Berisford, Chartered Financial Planner and Fellow of the PFS, left a prestigious investment role at JP Morgan to build a client-first advice practice with St. James’s Place. She prioritised trust, time control, and service over scale-at-all-costs. In this episode of the Financial Planner Life podcast, Karen shares how she grew to £150M AUM wi…

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312: Re-Onboarding: The Secret to Re-Energizing Long-Time Clients 24:13

2M ago24:13

24:13

As financial advisors, we’re always evolving—new processes, new services, new team members, and even new ways of engaging with clients. But while your newest clients experience your polished onboarding process, your long-term clients may still be operating under the “old rules.” That’s where re-onboarding comes in. In this episode, we dive into how…

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Focus on SME’s – Companies House changes 20:58

2M ago20:58

20:58

Ryan Lincoln re-joins James in the first of a mini series where James and Ryan discuss current issues affecting SME’s. In this episode the focus is on upcoming changes at Companies House including identity verification for shareholders, digital filing of accounts and the prospect of all small companies reporting profit and turnover information to t…

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311: 3 Thanksgiving Ideas for a WOW Client Experience! 15:50

2M ago15:50

15:50

Looking to make your client experience stand out this holiday season? 🍂 In this episode, I share simple yet impactful Thanksgiving ideas that show appreciation while staying efficient. From personalized cards to memorable gifts and even hosting a pie pick-up event, you’ll learn creative ways to connect with clients without overwhelming your schedul…

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Can 105 Financial Advisers Be Wrong? Find Out! 34:32

2M ago34:32

34:32

Is This the Best IFA Network? Sam Oakes Meets Sam Wallis – New Leaf Distribution Visit: reach out to new leaf - click here Welcome back to the Financial Planner Life Podcast, where we explore what it really takes to build a meaningful and rewarding career in financial planning. This week, host Sam Oakes speaks with Sam Wallis, Managing Director of …

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310: Referral Process Makeover - More Referrals with One Simple Twist with Guest Adam Chapman 36:30

2M ago36:30

36:30

Getting referrals can feel complicated for financial advisors—but what if the simplest approach is actually the most effective? In this episode, Libby Greiwe sits down with Adam Chapman to explore a unique and refreshingly easy process for generating more introductions. Instead of adding friction or pressure, Adam shares how he flips the script and…

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309: How to Say No to Night & Saturday Meetings (Without Feeling Like a Jerk) 15:02

2M ago15:02

15:02

In this episode, Libby shares why setting clear boundaries with clients isn’t just about protecting your personal time—it’s about elevating your professionalism and creating a business that lasts. 🚪 You’ll learn how to confidently say no to Saturday meetings while still making clients feel cared for and supported. We’ll cover practical scripts, str…

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Working 3 Days a Week as a Financial Planner and Thriving! 27:47

2M ago27:47

27:47

In this episode of the Financial Planner Life podcast, Sam Oakes sits down with Hannah Witty, Chartered Financial Planner at Foster Denovo, to explore her inspiring journey into financial planning. From working on superyachts to becoming one of the earliest Chartered female planners in the UK, Hannah shares the personal and professional hurdles she…

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308: How Advisors Can Save 15+ Hours a Week Using an AI Assistant with Gabe Caldwell 46:14

3M ago46:14

46:14

Advisors spend countless hours buried in admin work that steals time away from client relationships and growth. In this episode, Libby sits down with Gabe, co-founder of Quin, to explore how an AI-powered assistant is transforming the way financial advisors handle everyday tasks. From CRM updates to inbox management, Quin is designed to feel like a…

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The Lovewell Blake Community Fund! 15:22

3M ago15:22

15:22

James is joined by Mat Waters from Lovewell Blakes Halesworth office to talk about the Lovewell Blake Community Fund. Aimed at small charities and clubs based in East Anglia this episode delves into the origins of the fund, how Mat and his colleagues administer fundraising and tips on how applicants can request a grant. #Fundraising #SupportLocal #…

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307: How I Organize All of My Thoughts, Ideas, Things to Do without Feeling Scattered 10:08

3M ago10:08

10:08

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! Ever feel like your best ideas are lost in a sea of sticky notes, screenshots, and scattered documents? 📚 In this episode, I share how I built my ow…

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306: My Client Intel Process - How To Capture Personal Details & Use Them to Enhance the Client Experience 21:22

3M ago21:22

21:22

Building strong client relationships isn’t just about numbers—it’s about truly knowing the people you serve. In this episode, I walk you through my Client Intel Process, a practical framework to help you capture, organize, and use personal details about your clients in a way that feels natural and meaningful. This process helps deepen connections, …

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305: How to Handle Client Requests Without Losing Your Day 17:08

3M ago17:08

17:08

In this episode, we dive into simple but powerful strategies to reduce stress and overwhelm in your advisory practice. Learn how to handle unexpected client requests without derailing your day by setting clear expectations and using a Model Week to protect your time. You’ll also discover when it’s okay to “punt” client questions to future meetings,…

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Career Tips From Successful Financial Planners Part 2 - Golf Day 47:04

3M ago47:04

47:04

Welcome to Day 2 of the Financial Planner Life Golf Day – where birdies, bogeys, and brilliant business insights go hand in hand. You can watch this episode on youtube or spotify! here This round sees Michael Yuille CFP™ (aka Mr #ChickenTuesday) and Sam Oakes take on Carla Brown (President of the PFS) and Guy Skinner (Citygate Financial Planning) i…

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Career Tips From Successful Financial Planners Part 1 - Golf Day 1:06:52

3M ago1:06:52

1:06:52

🎥 Financial Planner Life Golf Day | Game 1: Vikash Kanani vs Paul Taylor Real Golf. Real Financial Planners, Real Finanical Planning Career advice. Watch this episode on YouTube or Spotify - here Welcome to the first ever Financial Planner Life Golf Day, where the fairway becomes a forum for honest, unfiltered career advice in financial planning. 🏌…

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304: A Personal Look into How I Built a 7-Figure Practice Working Just 3 Days a Week 1:37:53

3M ago1:37:53

1:37:53

Today’s episode… it’s Opposite Day! Today, Libby is the one being interviewed. Dillion Kazemi and Montel Hawkins of the Live Your Aim Podcast ask Libby some big questions around selling her firm, her framework for decision making for her business, and get pretty personal… but it a good & tactical way! Libby shares how she leaned into her authentici…

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Pensions Explained: Smart Retirement Planning and Tax Strategies 28:32

3M ago28:32

28:32

James is rejoined by Financial Adviser Jon Matchett to cover all things pension related. Starting with tax incentives for investing in pensions, how to structure your affairs efficiently and how will new Inheritance Tax rules impact strategy. #financialplanning #finance #pension #podcast #retirement #retirementplanning…

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303: Ditch the 24/7 Cell Phone Hotline: Smarter Client Access, Happier You 6:59

3M ago6:59

6:59

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, we dive into the importance of setting healthy boundaries around your cell phone as a financial advisor 📱. Many advisors start thei…

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302: Do This One Thing for 30 Days to Transform Your Business and Life 28:18

3M ago28:18

28:18

Sometimes the smallest shifts create the biggest results. In this episode, Libby challenges you to focus on just one tiny habit for 30 days. Drawing inspiration from James Clear’s book Atomic Habits, she shares why less really can be more when it comes to creating lasting change in your business and life. Instead of overloading yourself with too ma…

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How to pass the CII R01-RO6 exams (DipPFS) in 6 months. 2025 update! 29:57

3M ago29:57

29:57

How do you pass the CII RO exams and achieve the DipPFS? In this episode of Financial Planner Life, host Sam Oakes speaks with Gary Paul (Academy Relationship Manager, St. James’s Place Academy), John Smith (Qualifications/Technical Trainer, Redmill Advance) and Rebecca Bidwell, who passed the DipPFS in just 5 months. We answer the top questions as…

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301: One Tip to Train Your Team to Solve More Problems 8:48

3M ago8:48

8:48

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, we dive into a simple but powerful leadership strategy that can completely transform how you guide your team. If you’ve ever felt o…

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85 First Client Meetings in 2 Months, Why I Love Prospecting! 53:03

3M ago53:03

53:03

How do you get clients as a financial planner without buying leads or relying on referrals? In this episode of Financial Planner Life, Sam Oakes interviews Jak Ali, Managing Director of J.A. Financial Planning Ltd, a Partner Practice of St. James’s Place Wealth Management. Jak shares exactly how he generates clients as a financial adviser using cre…

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