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Financial Planner Life Podcast
Sam Oakes
253 episodes
21 hours ago
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 his work, he decided to build a model portfolio service that put purpose, clarity & client outcomes first. Now, he’s leading the charge on topic...
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All content for Financial Planner Life Podcast is the property of Sam Oakes and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 his work, he decided to build a model portfolio service that put purpose, clarity & client outcomes first. Now, he’s leading the charge on topic...
Show more...
Careers
Business,
Entrepreneurship
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/af/9b/d4/af9bd4be-feb9-a73c-3e4b-78f57e70c2ca/mza_11675483098575640596.jpg/600x600bb.jpg
“Built a £60 million AUM Financial Planning Business After Surviving Cancer” A Foster Denovo Special
Financial Planner Life Podcast
45 minutes
3 months ago
“Built a £60 million AUM Financial Planning Business After Surviving Cancer” A Foster Denovo Special
From Critical Illness to £60M Practice: Russell Cook’s Story of Resilience, Mindset and Career Growth at Foster Denovo In this special partnership episode of the Financial Planner Life podcast with Foster Denovo, we speak with Russell Cook — a senior partner, self-employed financial planner, and two-time survivor of life-threatening illness. Russell shares how he built a thriving £60 million practice advising 120 clients, despite facing a rare blood cancer diagnosis and later, a brain tumour....
Financial Planner Life Podcast
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 his work, he decided to build a model portfolio service that put purpose, clarity & client outcomes first. Now, he’s leading the charge on topic...