Best Paraplanning Podcasts (2025)

1
Money and Millenials with Iona Bain 45:02

4d ago45:02

45:02

In this episode of That NextGen Planners Podcast we are joined by the brilliant Iona Bain. We discuss misconceptions about Millennials and Gen Z's financial habits, barriers to wealth building, and the impact of social media on young people's financial knowledge. Join our community: www.nextgenplanners.co.uk…

1
Why You Feel Anxious About Money (And Don’t Even Know It) - with Dennis Harhalakis 49:22

8d ago49:22

49:22

In this episode of Financial Planner Life, Sam Oakes is joined by certified money coach Dennis Harhalakis to explore the powerful emotional side of money - and why financial planners can't afford to ignore it. Dennis shares how our earliest money experiences shape the way we think, feel, and act around money as adults. Whether it’s shame, fear, sca…

1
TikTok’s Surprising Wealth Demographic with Ian Dempsey 41:56

18d ago41:56

41:56

In this episode of That NextGen Planners Podcast we talk to Ian Dempsey. Here we discuss; harnessing social media, building trust with clients online and the power of personal branding. Join our community: www.nextgenplanners.co.uk

1
From ChatGPT to Chat SJP: The AI Revolution at St. James’s Place | John O'Driscoll & Wenyu Bai (SJP) 48:12

20d ago48:12

48:12

In this episode, Sam Oakes is joined by John O’Driscoll and Wenyu Bai from St. James’s Place to explore how AI and technology are being developed to support the future of financial planning. Discover how SJP’s 2030 vision is being built around: Advice Assistant: An AI-enabled tool already in production that reduces the time to produce advice packs …

1
20 Years, 450+ People: The Foster Denovo Growth Journey with Roger Brosch 27:45

26d ago27:45

27:45

Roger Brosch | 20 Years of Foster Denovo, 47% Growth, and the Launch of Foster Denovo Talks In this episode of Financial Planner Life, we welcome back Roger Brosch, CEO of Foster Denovo, to reflect on a standout year for the business. 47% revenue growth 200+ new hires 7 acquisitions A thriving culture that’s stronger than ever Roger shares what’s d…

1
From Rejection to Chartered Financial Planner: Jay Dhaliwal's Journey 46:56

1M ago46:56

46:56

In this episode of the Financial Planner Life podcast, host Sam Oakes sits down with Jay Dhaliwal, Chartered Financial Planner at Chase de Vere, to talk about her inspiring career journey. Jay shares how facing rejection twice for financial planner roles early in her career didn’t stop her - it fueled her. Already working as a paraplanner, she used…

1
Business Benefits of Inclusion with Charlotte Phillips-Lynn 32:32

1M ago32:32

32:32

In this episode of That NextGen Planners Podcast we sit down with Charlotte Phillips-Lynn. We chat about; the importance and impact of diversity, inclusion, and equity in financial services, practical steps firms can take to become more inclusive and why creating genuinely welcoming workplaces benefits both individuals and businesses. Join our comm…

1
From Recruiter to £266M Financial Planner | A Career Change That Paid Off - with Vikash Kanani 44:57

1M ago44:57

44:57

How a Former Recruiter Built a £266M Financial Planning Business - Vikash’s Journey from BD to Chartered Adviser In this episode of the Financial Planner Life podcast, Sam Oakes is joined by Chartered Financial Planner Vikash, who shares how he made the bold move from a successful recruitment career into the world of financial advice. Vikash’s stor…

1
How Financial Planners Can Win with Marketing in 2025 | Samantha Russell 42:02

2M ago42:02

42:02

This week on the Financial Planner Life podcast, I sat down with Samantha Russell, one of the most respected voices in financial adviser marketing in the US. She shared insight after insight. Here’s one that really stuck with me: “Even if someone is referred to you, they’re still going to Google you. What they find next decides whether they pick up…

1
State of the Adviser Nation with Steve Nelson 48:43

2M ago48:43

48:43

In this episode we chat with Steve Nelson, Insight Director at The Langcat. We discuss the data in the latest Langcat report, what trends are emerging now and what the future for the profession might look like. Join our community: www.nextgenplanners.co.uk

1
Paul Jackson from Invesco on Investment Strategy & Career Lessons 1:11:14

2M ago1:11:14

1:11:14

In this episode of the Financial Planner Life podcast, Chris Ball sits down with Paul Jackson, Global Head of Asset Allocation Research at Invesco, to explore the career pivots, market cycles, and investment principles that shaped his journey from working-class beginnings to global leadership. Paul shares his honest reflections on a non-linear care…

1
The 'Secret' about Manifesting with Jon Dunckley 39:43

2M ago39:43

39:43

In this episode of That NextGen Planners Podcast we talk to the brilliant Jon Dunckley. We chat about; the importance of curiosity in financial planning, psychology's role in enhancing client relationships and explore the role of neuroscience in manifesting and stress management. Join our community: www.nextgenplanners.co.uk…

1
Can You Be a Financial Planner with ADHD & Dyslexia? 1:01:18

3M ago1:01:18

1:01:18

This week on The Financial Planner Life Podcast, we’re celebrating Neurodiversity Celebration Week with an inspiring conversation featuring Dan Buckland, a financial planner who has ADHD, dyslexia, and dyscalculia. Dan’s story is one of self-doubt, resilience, and transformation. Growing up, he was told by teachers he’d “never amount to anything.” …

1
Hiring Missionaries, Not Mercenaries: How Guy Skinner Built a £1M Financial Planning Firm 51:30

3M ago51:30

51:30

Hiring Missionaries, Not Mercenaries with Guy Skinner In this episode of Financial Planner Life, we welcome back Guy Skinner, founder of Citygate Financial Planning, to discuss what it really takes to build a sustainable, mission-driven financial planning firm. Key Takeaways: 🔹 Why ‘Missionaries, Not Mercenaries’ Is the Hiring Philosophy That Works…

1
Why 50% of Women Aren't Investing in Their Future with Elisabeth Prager 58:30

3M ago58:30

58:30

In this episode we are joined by co-founder of Aila Money, Elisabeth Prager. We discussed the gender wealth gap, how education can empower women financially and the role of fintech in supporting traditional financial advice. Join our community: www.nextgenplanners.co.uk

1
Want to Be a Financial Planner? Here’s What You Need to Know! - with Carla Brown 35:44

3M ago35:44

35:44

🚀 How Do We Attract and Develop the Next Generation of Financial Planners? In this episode of Financial Planner Life, I sit down with Carla Brown, President of the Personal Finance Society (PFS) and Founder & CEO of Oakmere Wealth Management, to discuss the biggest challenges and opportunities in financial planning today. 🎯 We cover: ✅ The PFS Prof…

1
Chris Ball: Hoxton Wealth’s Big Plans for 2025 59:22

3M ago59:22

59:22

Chris Ball is back on the Financial Planner Life Podcast, and this time, we’re diving deep into Hoxton Wealth’s explosive growth in 2024 and what’s coming in 2025. From smashing revenue and AUM targets to a complete brand transformation, Hoxton Wealth has gone from industry underdog to one of the most disruptive firms in financial planning. But not…

1
Two-Thirds of Advisers Are Unhappy With Their Providers with Ash Weston 37:48

3M ago37:48

37:48

In this episode of the NextGen Planners Podcast we chat to Ash Weston, Head of Managed Portfolio Services at 8am Global. Here we chat about the relationship between financial advisers and DFMs, the challenges of data transparency and reporting in the DFM industry and the age old question of whether a monkey or kangaroo would win in a fight. Join ou…

1
Performance Coaching for Financial Planners: Unlock Your Full Potential - with Tony Fields 46:25

4M ago46:25

46:25

🔥 From Burnout to Breakthrough: How Performance Coaching Transforms Careers 🔥 In this episode of The Financial Planner Life Podcast, I sit down with Tony Fields, a former chartered financial planner turned performance coach, to discuss how high achievers in financial planning—and beyond—can break free from burnout, find clarity, and reach their ful…

1
Crypto, ETFs & Big Money—Why Institutions Are Moving Into Bitcoin. - With Lisa Tyshchenko 32:23

4M ago32:23

32:23

Bitcoin just smashed past $100K—but is it just another speculative bubble, or is it cementing its place as the digital gold of the future? To get real answers, I sat down with Lisa Tyshchenko, Alternative Investment Specialist, while she was in Dubai. Lisa is a globally connected expert in digital assets, regularly working with family offices, priv…

1
95% of advisers are making this pricing mistake with Karl Dines 46:05

4M ago46:05

46:05

In this episode we are joined by Karl Dines. Karl works with UK Financial Services Firms on a consultancy basis with his firm Open Door Policy Building Propositions. In this episode we explore the importance of understanding and documenting the true cost of financial advice, how firms often underestimate their costs of service delivery and the chal…

1
Want to Grow as a Financial Planner? Build the Right Team Around You - with Joanna Butler 32:18

4M ago32:18

32:18

In this episode of the Financial Planner Life podcast, we sit down with Joanna Butler, Director of Client Operations at Foster Denovo. Joanna’s 18-year career within the company is a testament to the firm’s culture of innovation, career development, and commitment to diversity. We explore Joanna’s journey from marketing to operations, how Foster De…

1
Father & Son in Finance: How St. James’s Place Academy Shapes Careers & Succession 48:02

4M ago48:02

48:02

Would you trust a financial planner under 30? There’s a big debate in financial planning: Does age matter? Some say younger advisors lack life experience—that they can’t guide clients through retirement, divorce, or legacy planning. Others argue that young planners bring fresh perspectives, long-term commitment, and up-to-date knowledge. After sitt…

1
Behind the Headlines: Neil Woodford Reflects on His Career 1:30:16

4M ago1:30:16

1:30:16

This week on the Financial Planner Life Podcast, Chris Ball hosts a long-form, unedited conversation with Neil Woodford—one of the most talked-about figures in UK financial services. Neil’s career has been one of immense ambition, remarkable success, and intense scrutiny. From humble beginnings sleeping on his brother’s floor to managing billions o…

1
Why Taylor Outsources Paraplanning with Hannah Wynick 37:32

4M ago37:32

37:32

In this episode we have Founder and Managing Director of Core Financial Paraplanning Limited, Hannah Wynick. We discuss, the huge benefits of outsourced Paraplanning, Taylor's personal experience building it into his offering and the place of Paraplanning in the industry. Join our community: www.nextgenplanners.co.uk…

1
Go All In on Your Niche When Building a Financial Planning Business from Scratch - Rohit Rohela 52:50

4M ago52:50

52:50

In this inspiring episode of the Financial Planner Life Podcast, host Sam Oakes sits down with Chartered Financial Planner Rohit Rohela, affectionately known as The Tax Terminator and Architect of Financial Freedom. Rohit shares the incredible journey of building his financial planning business, Finsbridge, and the pivotal role that niching down ha…

1
Switching From Mortgage Adviser to Chartered Financial Planner With Charlotte Walters 57:59

5M ago57:59

57:59

In this episode of the Financial Planner Life podcast, we are joined by Charlotte Walter, an award-winning chartered financial planner and founder of Avail Financial Planning a partner practice of St. James’s Place Wealth Management based in Woburn near Milton Keynes. Charlotte shares her inspiring journey from mortgage advising to running her succ…

1
Burnout Busters with The Hosts 35:42

5M ago35:42

35:42

In the first podcast of 2025 the hosts tackle the topic of burnout and attempt to help you avoid it this year. They discuss; what is burnout, how burnout can happen, and tips for avoiding it. Join our community: www.nextgenplanners.co.uk

1
Starting a Financial Planning Career at 50 & Writing £400k in Year 1 at Foster Denovo 58:19

5M ago58:19

58:19

In this episode of the Financial Planner Life Podcast, we’re joined by Marnel Stafford, a financial planner at Foster Denovo, who shares her remarkable story of pivoting into the profession at 50 and making waves in her first year. 💬 "Starting at 50 might seem late to some, but for me, it was the perfect time. My life experience became my greatest …

1
Christmas Special 39:18

6M ago39:18

39:18

It's the Christmas Special of That NextGen Planners Podcast. In the episode the hosts reflect on 2024, look forward to Christmas and are joined virtually by some top notch guests sharing some words of wisdom. Join our community: www.nextgenplanners.co.uk

1
From Classroom to Client Meetings: Laura North's Journey from Teacher to Financial Planner 1:05:45

6M ago1:05:45

1:05:45

Laura North, a former college lecturer with 16 years of experience, shares her incredible journey of moving from the classroom to becoming a successful financial planner. Discover how she navigated this life-altering transition, leveraging her teaching skills in a whole new way. Laura's story is a beacon of inspiration for anyone contemplating a ca…

1
From Kyrgyzstan to UK Financial Planner: Cholpon Djanuzakova - Why Mindset And Hardwork, Always Wins! 46:27

6M ago46:27

46:27

"Imagine starting over in a new country, grappling with a new language, and breaking into a competitive industry. This is Cholpan Djanuzakova's reality. Her journey from Kyrgyzstan to becoming a top financial adviser and business owner in the UK is a testament to the incredible things you can achieve when you turn your challenges into stepping ston…

1
Strategy and Substance with Nicola Crosbie 48:55

6M ago48:55

48:55

In this episode the gang sit down with financial planner Nicola Crosbie. They chat about; the process of getting into advice, bringing on a business strategist and focusing on what matters. Join our community: www.nextgenplanners.co.uk

1
What A Paraplanning Manager Does And How To Get Ahead In Your Paraplanner Career. 28:14

6M ago28:14

28:14

🤔 Are Paraplanning Managers Holding Back Trainee Financial Planners? Not at Foster Denovo, where growth, ambition, and clear career aspirations take center stage. In the latest Financial Planner Life Podcast, I spoke with Louise Headifen, Paraplanning Manager at Foster Denovo, about how she’s breaking the mold and championing career progression for…

1
How we built a £2.5 Billion lending business, and why we are doing it again with TAB! 1:14:33

6M ago1:14:33

1:14:33

Chris Ball interviews Duncan Kreeger and Stephen Wasserman, the dynamic duo behind West One Loans and now TAB, in this fascinating episode of Financial Planner Life. Duncan and Stephen share their journey from a single desk in Duncan’s dad’s office to scaling £2.5 billion in lending. They also dive into how they’re reinventing property finance with…

1
Not so soft skills with George Kinder 35:05

6M ago35:05

35:05

In this episode we are joined by the one and only George Kinder. George joined us virtually to talk about listening, mindfulness and truly connecting with clients. Join our community: www.nextgenplanners.co.uk

1
Financial Coaching: The Content Creation Gap in Financial Planning with Peter Komolafe (Conversation of Money) 55:29

7M ago55:29

55:29

Financial planners, prepare to embark on a journey with our special guest, Peter Komolafe from the Conversation of Money, as we explore the dynamic world of financial coaching and content creation! Discover the evolution from static "how-to" guides to vibrant discussions on economic trends and financial news, as Peter sheds light on the relentless …

1
Life By Design with Christian Mather 45:43

7M ago45:43

45:43

In this episode of That NextGen Planners Podcast we have a great chat with Christian Mather. Here we go into detail about what it takes to set up on your own, the struggles of getting clients initially and building a life that works for you. Join our community: www.nextgenplanners.co.uk

1
Interview with David Kneeshaw, Group Chief Executive of International Financial Group Limited (IFGL) 1:06:38

7M ago1:06:38

1:06:38

In this episode of Financial Planner Life, Chris Ball, CEO of Hoxton Wealth, interviews David Kneeshaw, Group Chief Executive of International Financial Group Limited (IFGL). With over two decades of experience in financial services and leadership roles, David shares his insights on career development, building resilient teams, and strategies for g…

1
How I achieved £500,000 turnover as a self employed financial planner with Foster Denovo 46:47

7M ago46:47

46:47

Ever wondered what it takes to successfully transition from product sales to holistic financial planning? Today, Financial Planner Life host Sam Oakes sits down with Nikos Christoforou, a Senior Partner at Foster Denovo, to uncover the challenges, mindset shifts, and strategies that can make or break a career in financial planning. In this episode,…

1
Part-Time Financial Planner, Why it works for me! 53:41

7M ago53:41

53:41

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 of course trie…

1
Coaching Conversations with Jo Wall 43:34

7M ago43:34

43:34

In this episode of That NextGen Planners Podcast we talk to the brilliant Jo Wall. Here we discuss the challenges of setting up your own business, the distinctions between financial planning and financial coaching as well as some key techniques to strengthen client relationships. Every 2 weeks, we chat to a superstar entrepreneur in the world of fi…

1
Paraplanning Disruptor - How 'Parapool' is creating a gig economy for Paraplanners! With Rebecca Livesey 54:33

8M ago54:33

54:33

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 shortages. Becky e…

1
Financial Coaching vs. Financial Planning: Insights from Money Coach Alina Burlacu 55:34

8M ago55:34

55:34

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 emotional and psycho…

1
Supporting Women's Wellbeing in the Workplace: Emma Hall's Journey in Financial Planning 48:35

8M ago48:35

48:35

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 financial planning…

1
What not to wear with The Hosts 31:48

8M ago31:48

31:48

In this episode of That NextGen Planners Podcast we the hosts chat about dress code. Here we go into detail about whether what you wear as a financial planner matters, how attitudes have changed and our personal feelings on the topic. Join our community: www.nextgenplanners.co.uk

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

8M ago1:00:15

1:00:15

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 ever. Sam Oakes…

1
Leadership & Perfecting Career Development Frameworks in Financial Planning - Helen Lovett - COO at Foster Denovo 48:31

8M ago48:31

48:31

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 client satisfact…

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

8M ago1:01:19

1:01:19

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 resilience and …

1
ESG- Before It Was Cool with Julian Parrott 49:06

8M ago49:06

49:06

In this episode of That NextGen Planners Podcast we chat with the brilliant Julian Parrott from Ethical Futures. Here we go into detail about why ethical investing in important, what advisers should be paying attention to and how this space has evolved in recent years. Join our community: www.nextgenplanners.co.uk…

Podcasts Worth a Listen

Paraplanning Podcasts

Podcasts Worth a Listen