Financial Planner Life Reviews 19

Highly informative podcast!
I've learnt a lot about careers in financial planning - would definitely recommend for anyone curious about getting into the profession.

Date of experience: October 01, 2024

Date of experience: July 09, 2024

Sam and his team were fantastic in helping create a podcast episode for me. They were professional and had a high attention to detail. I look forward to working with them in the future.

Date of experience: July 19, 2023

An essential listen for those looking to enter into, or improve their knowledge of this varied and rapidly changing profession.

Date of experience: August 08, 2022

Sam who runs financial planner life, is on a mission to bring new blood to the industry and shine a light on the various roles and personalities in the industry. My sincere thanks Sam, you’ve created a wonderful thing in your podcast that brings people together and provides a springboard for success.

Date of experience: July 27, 2022

I had been an avid listener since I decided to take the leap into the financial advice sector. Whilst I was working in financial services beforehand, it wasn’t financial advice specifically and so it was great to really get an insight into the types of roles and experiences people had in this new sector.

I was kindly invited to do a podcast around a year ago and was the first guest with Elena. Pre podcast it was well organised and during the whole process Elena was authentic and genuinely interested in my story. Overall a great podcast for anyone to listen to regardless of whether you are new to the industry or experienced individual

Date of experience: July 18, 2022

Fantastic podcast for anyone wanting to get an insight into what life in financial services is really like. Sam is a great and he's already interviewed a range interesting professionals with a diverse background.

Date of experience: July 18, 2022

Sam and the team really care about trying to produce great content that will provide informative and interesting info for listeners. There are great episodes for both seasoned advisors or those that are thinking to get into the industry from afresh.

Date of experience: July 14, 2022

I might have been the first guest on this podcast. It was a very good experience - video, audio, a studio and some great questions from Sam.

I particularly like the focus on offering different kinds of niche's and perspectives including race, gender, adviser's with tattoo's etc. which really help to demonstrate that financial services can and does include diversity. I hope it will encourage more younger people to join what I believe is a very meaningful profession.

Date of experience: July 13, 2022

Informative and very useful podcast highlighting the industry from an insiders perspective. Equally useful to new entrants and established professionals who want to gain a better understanding of the various roles within financial services. A must listen.

Date of experience: July 13, 2022

It was great to be featured on the Podcast. Sam takes pride in understanding people - it was nice to open up to him about my career. The best part was that I'd felt like I'd done this many times before but it was my first, reassuring approach that helped me feel comfortable!

Date of experience: July 13, 2022

Have been both a listener and a guest on this show.

As a listener have found it interesting and insightful to learn from others about their experience in financial planning.

As a guest found it to be an enjoyable experience!

Date of experience: July 13, 2022

I was a guest on the podcast. Elena’s questions were well thought out and take for a really interesting discussion. Being on the other side of the microphone was strange but I’m really impressed with the set up. The content on the podcast is brilliant for the financial profession as a whole.

Date of experience: July 12, 2022

Worked with Sam on the podcast and he was incredibly insightful with his questions and has actually meant that prospective Financial Planners have reached out to me directly asking questions on how I got into the industry.

He was measured with regards to when we should do the podcast, stating that I have should have some good experience before us doing the podcast which was well thought out.

I initially listened to this podcast before joining the industry and it gave me great insight into the industry.

Date of experience: July 12, 2022

A fantastic podcast providing valuable insight from all corners of financial services. Well worth a listen for those looking to get into the industry.

Date of experience: July 12, 2022

A Super interesting Podcast.

Great selection of guests and topics relevant to the financial planning industry and life itself. I always listen, everyweek.

Date of experience: July 12, 2022

I've listened to the pod pretty much since it started and always find there's a nugget of gold in every episode. As someone who is at the beginning of their career in the profession, hearing from peers about their experience, good and bad, has been super useful. Keep it up team.

Date of experience: July 12, 2022

Sam and the team have put together an awesome podcast. A highlight for me is the sheer variety of guests they get on the show. It covers people who have found success in the industry from all walks of life.

If you're interested in financial planning, definitely check it out.

Date of experience: July 12, 2022

Great content for someone like me who is getting into the financial services sector. I’m training to be a financial planner and I couldn’t ask for better content. Every episode on the podcast Sam interviews a different guest and they all have a different story with different advice and tips on the industry. I don’t find it repetitive and boring as I do with other podcasts. Great work guys, keep it going!!

Date of experience: July 11, 2022