This week Elena Stephenson is joined by Dan Martin, Director and Chartered Independent Financial Planner at MDM Wealth Ltd. Dan talks us through his […]
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 variety each week. Financial planners, business owners, paraplanners and back-office staff all have their own stories to share, and The Financial Planner Life Podcast is a platform for them to talk about their personal and professional journeys.
The podcast covers a multitude of topics, from mindset and motivation, health and well-being all the way to diversity and inclusion. We approach each episode with the idea that it is going to educate and spark a conversation within the industry with topics that may not be openly discussed.
So, if you are thinking of becoming a financial planner, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen.
Browse Episodes
Danielle Arnold – Good mentorship is how you make someone feel
This week Sam is joined by Danielle Arnold, head of Paraplanning for Bespoke Wealth Limited. Danielle disproves the myth that […]
Tom Skinner – Nothing about employment worked for me
This week Sam is joined by Tom Skinner, co-founder and financial planning director for Barnaby Cecil. Today Tom shares his […]