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...
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...
She left the Army and became a Financial Planner Mum, With St James's Place Academy | Katie Volker
Financial Planner Life Podcast
51 minutes
4 months ago
She left the Army and became a Financial Planner Mum, With St James's Place Academy | Katie Volker
In this episode of the financial planner life podcast, Sam Oakes sits down with Katie, a former Army officer who transitioned into a successful financial planning career with the St. James’s Place Academy. Katie’s story is one of resilience, adaptability, and building a business that fits around life’s big moments, including becoming a mum mid-way through growing her firm. We cover: ✅ How military skills like leadership, discipline, and resilience translate into financial planning ✅ What it’...
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...
