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Showing episodes and shows of
James Oakes
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Financial Planner Life Podcast
How A Career Pivot At 45 Built A Purpose-Led Financial Planning Practice
In this episode of Financial Planner Life, Sam Oakes speaks with Heather Hiley, founder of Heather Hiley Financial Planning and a Partner Practice with St. James’s Place. Heather shares her inspiring transition from retail and e-commerce into financial planning via the St James's Place Financial Adviser Academy at the age of 45, showing what’s possible with courage, curiosity, and commitment.🔥 Key Takeaways:A Non-Traditional Start: Heather began her career in retail and ran a furniture business for over 10 years. Despite a long period without contributing to her...
2026-01-08
45 min
Financial Planner Life Podcast
From 17 Clients to £500M+ AUM: How Marc Norris Built a Thriving Financial Planning Firm
Title: From 17 Clients to £500M AUM: How Marc Norris Built a Thriving Financial Planning FirmIn this episode of Financial Planner Life, Sam Oakes is joined by Marc Norris, founder of Twelve Wealth Management, to explore how he went from estate agency to building a financial advice business with over £500 million under management.Marc shares his journey from day one of the St. James’s Place Academy, through the early years of client acquisition, to leading a team of 38 advisers and staff, with big plans to t...
2025-12-17
51 min
Cyber Fusion Forum
The $65k Report That Missed Everything: Bang for Your Buck in Pen Testing
Penetration testing is crowded with great brands and even greater illusions. In this episode, William Wright, CEO of Closed Door Security and UK Council member at CREST, breaks down the stark difference between real pen testing and glorified vulnerability scans. We get into how to vet providers, what a good report actually looks like, why references matter, and how threat-led testing changes the game from “find issues” to “prove business-relevant risk.”William shares war stories: a bank test that missed an IDOR exposing transactions, a $65k engagement that produced 70+ pages of screenshots but ignored...
2025-12-09
35 min
Financial Planner Life Podcast
Life as a Hyper Local Female Financial Planner in Bishop’s Stortford
In this episode of Financial Planner Life, Sam Oakes speaks with Tammy Salmon and Emma Layton of Salmon Financial Planning, a partner practice of St. James’s Place in Bishop’s Stortford.We hear how Emma transitioned from redundancy to a qualified financial planner through the St. James’s Place Financial Adviser Academy, supported by Tammy’s mentorship. Tammy shares her 20-year journey in financial services and why creating a flexible, values-led business was essential for her success and her team’s.Together...
2025-11-26
56 min
Financial Planner Life Podcast
He Built 40 Clients in a Library. Now He Manages £58M AUM
This week on the Financial Planner Life podcast, Sam Oakes speaks with James Westpfel, a financial planner at Foster Denovo, who shares his career journey from self-employed to employed and how going hyper-local helped him build a thriving client base from scratch.After 22 years working in a building society, James made the leap into self-employment. With no client book and no lead funnel, he turned to his local community for opportunity. His strategy? Show up in person, build trust and offer financial guidance where people needed it most.By setting up a weekly financial advice...
2025-11-12
36 min
Financial Planner Life Podcast
From the Trading Floor To Financial Planner with £70 Million AUM
In this episode of the Financial Planner Life podcast, Kanishk Swarup shares his incredible journey from high-stakes equity derivatives trading at JP Morgan and Credit Suisse to launching his own financial planning practice through the St. James’s Place Academy.We explore what it’s really like to work on a trading floor, the burnout behind big bonuses, and the unexpected truth: even successful finance professionals often have no financial plan.Kanishk opens up about growing up in a small town in India, landing a scholarship at LSE, navigating culture shock in t...
2025-11-07
46 min
Cyber Fusion Forum
Start With Why, Not the Tool: IAM Transformation with HSBC’s Joe Matthewson
Most transformations start with the tech and stall with the people. In this episode, Joe Mathewson (IAM Transformation Lead at HSBC) shares a refreshingly practical playbook for turning identity programs into business outcomes. We dig into how to lead change in complex environments: begin with the why (not the tool), tailor the message by audience, and bring operations in from day one so the final solution is adopted, not resisted.Joe unpacks how security can enable revenue by giving the business controlled speed (think: day-one access, adaptive auth, and cloud controls), and he shows how...
2025-09-30
30 min
A Million Ways to Make a Million Bucks
Giveaway Marketing: Expert Van Oakes Behind Goat Media’s Ecom Success
Scaling with Giveaway Marketing | Van Oakes of Goat MediaVan Oakes is the founder of Goat Media and one of the top voices in giveaway marketing and paid ad strategy. He’s helped brands like Diesel Brothers scale to 9 figures using giveaway-based customer acquisition, direct response funnels, and Shopify-first thinking.In this episode, Van opens up about:The business model that made Diesel Brothers a $100M brandWhy giveaways still outperform traditional ads in 2025How Goat Media scales brands using performance-first paid adsThe numbers behind real ec...
2025-09-15
1h 17
I Need More From You
Built To Last: Ami James on Tattoos, Truth, & Tenacity | INMFY Podcast | Ep. 14
In this unfiltered episode of I NEED MORE FROM YOU, we sit down with the iconic Ami James—the artist who helped redefine tattoo culture and put the Miami tattoo scene on the map with his creative force behind Miami Ink. But this convo goes way beyond ink. It’s about the grit behind the grind, the stories behind the skin, and the truth behind the brand. If you’re building anything that matters… press play. Check out Ami’s social pages if you want to connect and give his wine a try if you haven’t already!
2025-09-10
1h 41
Cyber Fusion Forum
Tailored, Not Templated: Designing a SOC That Fits Your Business
What does a modern SOC really look like? Craig Gilliver (Head of Cyber, Sector Alarm Group) joins me to unpack how to build a security operations function that fits the business you actually run. Coverage that matters, visibility you can act on, and costs you can defend!We get into: why every SOC should start with business risk (not “collect everything”); the coverage vs. storage trade-off and how to show ROI beyond license spend; why SOC teams often become “productive disruptors” who expose missing owners, undocumented systems and CMDB gaps; and how to keep analysts sharp when the aler...
2025-09-09
32 min
Financial Planner Life Podcast
How to pass the CII R01-RO6 exams (DipPFS) in 6 months. 2025 update!
How do you pass the CII RO exams and achieve the DipPFS? In this episode of Financial Planner Life, host Sam Oakes speaks with Gary Paul (Academy Relationship Manager, St. James’s Place Academy), John Smith (Qualifications/Technical Trainer, Redmill Advance) and Rebecca Bidwell, who passed the DipPFS in just 5 months.We answer the top questions aspiring advisers ask:What are the RO exams? → Six modules (RO1–RO6) that make up the CII DipPFS qualification.Which R...
2025-09-01
29 min
Financial Planner Life Podcast
85 First Client Meetings in 2 Months, Why I Love Prospecting!
How do you get clients as a financial planner without buying leads or relying on referrals?In this episode of Financial Planner Life, Sam Oakes interviews Jak Ali, Managing Director of J.A. Financial Planning Ltd, a Partner Practice of St. James’s Place Wealth Management.Jak shares exactly how he generates clients as a financial adviser using creative, confident, and relationship-based business development. He has built his entire client base without depending on lead providers or a legacy client book.After training as a barrister and working on a death penalty case in...
2025-08-27
53 min
Cyber Fusion Forum
From Chaos to Control: Building Safe AI Practices in Your Business
AI isn’t coming - it’s already in your business.In this episode, Matt Neal, Founder of Artificia1, reveals how businesses are unknowingly exposing themselves to risk through “Shadow AI” - and what they can do about it.From ChatGPT use in marketing teams to users buying AI tools on their own credit cards, Matt breaks down the uncomfortable truth: you can’t block AI adoption - but you can guide it safely.We cover:Real examples of Shadow AI across departmentsHow to safely adopt tools like ChatGPT, Gemini, an...
2025-08-15
32 min
Financial Planner Life Podcast
I never thought someone like me could be a financial planner!
Thinking about a career in financial planning?In this episode of Financial Planner Life, Miriam Murphy joins Sam Oakes to share her powerful career switch story, from Executive Assistant to qualified financial planner, with support from the St. James’s Place Academy.Miriam opens up about her early money mindset, paying off debt, buying a home, and how mentorship from Rob Gardner helped her see the potential she hadn’t yet recognised in herself. If you're considering becoming a financial planner or making a career change, this is t...
2025-07-29
51 min
Cyber Fusion Forum
Tiger Teams and BLUFs: Delivering Identity in Complex Environments
In the Ministry of Defence, getting digital identity right isn’t just about access control, it’s about operational readiness.In this episode, I sit down with Richard Curtis, Program Manager for Digital Identity at the UK MOD, to explore what it takes to lead secure, agile identity programs across one of the most complex operating environments on the planet.Richard shares:Why he uses “Tiger Teams” to solve delivery bottlenecksHow the MOD balances agility with Secure by Design principlesThe red flags he watches for when building identity...
2025-07-22
32 min
Cyber Fusion Forum
The Hidden Risks Behind AI-Led Product Teams
AI is already reshaping how product teams build, launch, and evolve digital experiences. But what happens when those experiences have security blind spots baked in from the start?In this episode, I sit down with Kevin Magee, CTO of All Human, to explore how AI is accelerating product roadmaps—and the cybersecurity implications many teams are ignoring.Kevin explains:How AI is changing the way teams brainstorm, prototype, and ship featuresWhy traditional DevOps isn’t enough when LLMs are in productionWhat “non-deterministic behavior” really means and how it can l...
2025-06-30
33 min
Financial Planner Life Podcast
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’s really like going through the St. James’s Place Academy
2025-06-26
50 min
Cyber Fusion Forum
Don’t Buy a Ferrari When You Need a Bike: Rethinking IAM Investments
How do companies keep buying Ferraris when all they need is a bike?I sit down with Daniel Álvarez García, Senior IAM Manager at PwC Spain and author of the widely followed Future of Digital Identity newsletter, to explore the 7 most common IAM mistakes companies make—and how to fix them.Daniel shares brutally honest lessons from the field:Why IAM tools are often underused (and overpriced)How to build a realistic identity roadmap before (or after) making a major purchaseWhy your cloud apps are your...
2025-06-17
27 min
Cyber Fusion Forum
The Cybersecurity Balancing Act: When To Choose IAM vs Network Security
In this episode of Cyber Fusion Forum, James Oakes sits down with Michael Dybek, Senior Solutions Consultant and identity evangelist, to unpack a growing challenge in modern cybersecurity: over-relying on traditional network security while neglecting identity. Michael shares candid insights on how too many organisations still treat cybersecurity as a tick-box exercise—securing just 40-50% of what’s actually at risk.The conversation dives deep into:Why hybrid work environments demand layered security approachesThe risk of choosing “safe buys” instead of fit-for-purpose IAM strategiesWhy defining...
2025-06-04
31 min
Cyber Fusion Forum
Secure by Collaboration: Building DevOps and Cybersecurity Bridges
In this episode of Cyber Fusion Forum, we down with Carl Pickering — a veteran Linux engineer and Lead Platform Engineer at MetDesk — to explore what secure software delivery really looks like at the coalface of DevOps and platform engineering. Carl shares candid insights from nearly three decades in tech, reflecting on: Building security into the dev cycle without slowing delivery The human element in mistakes, misconfigurations, and burnout How to use CVEs, SBOMs, and CI/CD pipelines to validate security early The Log4j scramble — and how he’d handle it now...
2025-06-04
36 min
Cyber Fusion Forum
Faster, Cheaper, Simpler: Owen Jones on Rethinking GRC
In this episode, I sit down with Owen Jones — founder of Loopli and creator of the OSbD™ (Organisational Security by Design) framework — to unpack why traditional InfoSec often fails to scale, and how to build security into your business without burning out your teams or your budget.We talk about:What modular security looks like in practice — and why it reduces compliance overhead by up to 50%Why most GRC efforts overload the business (and how to reverse that dynamic)How to make cybersecurity a strategic asset for finance, ops, product, and procurem...
2025-06-04
30 min
4-Freedom Podcast
173. Fundamental Footprints - The Joseph Oakes Interview - Testimony from BJU
In this episode of Fundamental Footprints, we sit down with Joseph Oakes to explore his academic journey from Bob Jones University (BJU) to earning a Ph.D. and teaching at Virginia Tech. Joseph reflects candidly on his time at BJU, offering insight into the academic rigor that shaped his trajectory and prepared him for graduate-level work at NC State.While many discussions about BJU often focus on its cultural and institutional controversies, Joseph brings a nuanced perspective, spotlighting the strength of the university’s educational programs—particularly in the sciences. He credits the training he re...
2025-05-22
54 min
Financial Planner Life Podcast
From ChatGPT to Chat SJP: The AI Revolution at St. James’s Place | John O'Driscoll & Wenyu Bai (SJP)
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 from hours to minutesChat SJP: An internal GPT-style assistant that delivers fast, accurate, compliant answers to technical questionsAgentic AI: The concept of digital support agents acting as a virtua...
2025-05-15
47 min
Ross & John's Organic Capers Podcast
EP62 - Absolutely Gonged Off with Ali James
The Boyz catch up with improv superstar Ali James! Talking about the Southend 48Hour Improvathon, our favourite words, and John's pyjama shorts. Will Ross ever send his medical form...? Probably not.Ali James has worked with Mischief Theatre, makers of the critically acclaimed "Goes Wrong" shows, the Comedy Store players and is part of Olivier Award winning Showstopper! the improvised musical - stars of the Edinburgh Fringe and London's glittering West-End. She's also John's wife. Which is nice.Southend 48hr Improvathon 2025 starts 7pm Friday 25th and runs til Sunday 27th of April...
2025-04-02
36 min
Ross & John's Organic Capers Podcast
EP61 - Like a real podcast only shorter with James Beatty BONUS EP
Cheeky little bonus episode for April Fools Day with the King of Braintree James Beatty! The Boyz chat conspiracy theories, out of date French Fries and whether getting poo'd on by a bird is actually lucky. #DTYNSupport the showFollow us on Social Media, join our Patreon and more here.
2025-04-01
17 min
Financial Planner Life Podcast
Can You Be a Financial Planner with ADHD & Dyslexia?
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.” Like many neurodivergent individuals, the traditional education system left him with limiting beliefs about his potential. Fast forward to today—he’s a successful financial planner with St. James’s Place, proving that thinking differently is a...
2025-03-20
1h 00
Financial Planner Life Podcast
Father & Son in Finance: How St. James’s Place Academy Shapes Careers & Succession
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 sitting down with Karl and Harry—a father-son duo from St. James’s Place—on the Financial Planner Lifepodcast, I’ve seen both sides of the coin.Karl has spent nearl...
2025-01-31
47 min
Financial Planner Life Podcast
Switching From Mortgage Adviser to Chartered Financial Planner With Charlotte Walters
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 successful financial planning practice.This episode dives into:Prospecting and Business Development: Charlotte opens up about her early struggles with business development, including the emotional challenges she faced. She emphasizes the importance of persistence, networking, and relationship building....
2025-01-14
57 min
Bridging Identities: Exploring the Trans experience.
9. Finding Yourself Later in Life: A Transgender Man's Journey
James Dean, a 51-year-old transgender man, discusses his transition journey, including being on testosterone for five years and having top surgery four years ago. He emphasizes the importance of visibility and support for older trans individuals, co-hosting Zoom calls for a charity called Not a Phase. James shares how his Instagram, which documents his transition, has positively impacted younger and older trans individuals. He also talks about his pet-sitting business, The Traveling Dog Dad, which he runs full-time. James highlights the need for acceptance and support within the trans community and society at...
2024-10-22
46 min
Financial Planner Life Podcast
From Fitness to Finance: Tom Mangan's Journey to Becoming a Successful Young Financial Planner
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 discipline that paved the way for his success in the financial sector. Through his story, we break the stereotype that young advisers can't thrive and underscore the profound impact of early-life experiences on professional achievements.You'll learn about Tom's passionate commitment to financial education and empowerment, a...
2024-10-01
1h 00
BOOK READ GUYS
DOWNLOAD [EPub] Of the People: A History of the United States, Volume 1: To 1877 By James Oakes (Author), Full Episode
https://fourkingyonko.trustedmedianow.top/190254866 . Click This Link To Access Of the People: A History of the United States, Volume 1: To 1877 by James Oakes (Author), Book Supports all formats, Such as: EPUB, PDF , AZW3, MOBI, IBA, & RTF Book Title: Of the People: A History of the United States, Volume 1: To 1877 Book Author: James Oakes (Author), Book Rating: 9+ ratings Powered by Firstory Hosting
2024-08-22
00 min
BOOK READ HERE
DOWNLOAD [EPub] Of the People: A History of the United States, Volume 1: To 1877 By James Oakes (Author), Full Episode
https://fourkingyonko.trustedmedianow.top/190254866 . Click This Link To Access Of the People: A History of the United States, Volume 1: To 1877 by James Oakes (Author), Book Supports all formats, Such as: EPUB, PDF , AZW3, MOBI, IBA, & RTF Book Title: Of the People: A History of the United States, Volume 1: To 1877 Book Author: James Oakes (Author), Book Rating: 9+ ratings Powered by Firstory Hosting
2024-08-22
00 min
Financial Planner Life Podcast
The Transformative Journey of a Young Financial Planner - Dylan Ellis
Trigger Warning - We discuss Suicide and Addiction. Hosted by: Sam OakesGuest: Dylan Ellis, Financial Planner at St James's PlaceEpisode Overview: In this deeply insightful episode of the Financial Planner Life Podcast, host Sam Oakes talks with Dylan Ellis, who at just 26 years old has transformed personal adversity into professional success. Dylan candidly shares his story of growing up in poverty, the profound impact of losing his brother to suicide, and his mother's battle with addiction and subsequent death, and how these pivotal moments steered hi...
2024-08-21
1h 03
The Property Business Podcast
Kevin Oakes On Why He Moved His Real Estate Agency to eXp
Kevin Oakes joins us this week to chat about why he moved his successful real estate agency over to eXp.
2024-08-12
36 min
Things That Are Blank - Game Show
Kristen Berset
This week on TTAB, Kristen Berset is in the new contestant seat to see if she can unthrown our returning champ. Listen in and play along! CARD 1 CLUE: Horner's Corner CATEGORY: Types of Pie ANSWERS: Apple, Pecan, Pumpkin, Key Lime, Sweet Potato, Boston Creme, Lemon Meringue CARD 2 CLUE: Too Cool for It CATEGORY: School Subjects ANSWERS: Math, Science, History, Geography, Social Studies, Shop, Music CARD 3 CLUE: What's that Smell CATEGORY: Things at a Frat Party ANSWERS: Alcohol, Keg, Student, Beirut, Beer Pong, Flip Cup...
2024-08-06
18 min
Financial Planner Life Podcast
Emotional Intelligence in Financial Planning with James Woodfall & Sam Oakes
Unlock the secrets of emotional intelligence in financial planning with James Woodfall, our special guest and ex-financial planner turned EQ expert. Discover how emotional intelligence stacks up against traditional IQ in shaping successful careers in financial planning. Learn why EQ is a game-changer in recruitment, training, and its profound impact on the bottom line. James explains why emotional intelligence is crucial for navigating high-stakes financial conversations. We delve into the science behind neuroplasticity and how mindfulness techniques can catalyse personal and professional growth. Witness the transformational power of empathy and self-awareness in enhancing job performance and client...
2024-07-30
1h 26
Financial Planner Life Podcast
From Luxury Cars to £63m in AUM, a Financial Planning Career Pivot With Nathan Ind of St James's Place
Ever wondered how selling luxury cars could lead to managing 63 million in assets? Join us for an enlightening conversation with Nathan Ind, a partner at St James's Place, as he shares his remarkable career journey from the motor trade to financial planning via the St James's Place Academy. Nathan's story isn't just about changing careers—it's about leveraging diverse experiences and mastering the art of building client relationships. Discover how his early days washing cars and climbing the ranks of the motor trade laid the foundation for a successful transition to financial planning.Learn how Nat...
2024-07-25
48 min
Financial Planner Life Podcast
St James's Place Adviser Academy Update 2024 - A Deep Dive Into Terms 5 & 6 with Gee Foottit
We are back with Gee Footitt from St James's Place for an update on the SJP Adviser Academy. In this updated episode for 2024, we take a look at some of the changes to the Academy and hyper-focus on terms 5 & 6! where we cover coaching and mentoring and ongoing support for new Financial Advisers and Partners. if you haven't already watched the first episode where we take a deep dive into terms 1-4 you can watch it here on Apple, Spotify, or YouTube. Terms 5 and 6, that lay the foundation for a thriving career. Understand the meticulous selec...
2024-06-06
52 min
Financial Planner Life Podcast
Ceri Griffiths - Why I Work With Women Divorcing Multi Millionaire CEO's - Niche Financial Planning.
This week is a talent partnership special with St James's Place Ever wondered how financial advisers can make a monumental impact on women's lives, particularly those navigating high-stakes divorces? Listen as we sit down with Ceri Griffiths from Willowbrook Financial Planning, who has carved out a unique niche advising women divorcing multi-millionaire CEOs. Ceri’s journey from a broad clientele to a highly specialized practice offers invaluable lessons on the power of niche marketing, strategic networking, and mission-led content. She shares her experience and expertise in financial abuse, narcissism, and conflict-free di...
2024-06-04
1h 10
Ross & John's Organic Capers Podcast
EP54 - Your Silly Little F***ing Website with Josh James
Josh James is Comedian, Podcaster and viral Sketch Writer. The lads discuss growing up in Essex, working class families, comedy reviews and loads more. Recorded in the Green Room of Little Smash Comedy, Southend. Follow Josh on Social Media, get tickets to his current WIP tour and listen to That Josh James Show Podcast here.Support the showFollow us on Social Media, join our Patreon and more here.
2024-05-02
58 min
Financial Planner Life Podcast
What happens after the St James's Place Academy? My 3rd year as a Financial Planner - Natasha Percy-Baxter
St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy? - click here Episode Overview:In this exhilarating episode of the Financial Planner Life Podcast, we're thrilled to welcome back Natasha Percy-Baxter, a highly likable financial planner and partner at St James's Place. Natasha's journey from podcast listener to financial planning prodigy is nothing short of inspiring. After launching her career influenced by this very podcast, Natasha quickly ascended through the ranks, graduating from the St James's Place Academy and becoming one of our most celebrated g...
2024-04-09
1h 28