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Financial Planner Life PodcastHow A Career Pivot At 45 Built A Purpose-Led Financial Planning PracticeIn 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...
2026-01-0845 minFinancial Planner Life PodcastFrom 17 Clients to £500M+ AUM: How Marc Norris Built a Thriving Financial Planning FirmTitle: 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...
2025-12-1751 min
Cyber Fusion ForumThe $65k Report That Missed Everything: Bang for Your Buck in Pen TestingPenetration 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...
2025-12-0935 minFinancial Planner Life PodcastLife as a Hyper Local Female Financial Planner in Bishop’s StortfordIn 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...
2025-11-2656 minFinancial Planner Life PodcastHe Built 40 Clients in a Library. Now He Manages £58M AUMThis 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...
2025-11-1236 minFinancial Planner Life PodcastFrom the Trading Floor To Financial Planner with £70 Million AUMIn 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...
2025-11-0746 minCyber Fusion ForumStart With Why, Not the Tool: IAM Transformation with HSBC’s Joe MatthewsonMost 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...
2025-09-3030 min
A Million Ways to Make a Million BucksGiveaway Marketing: Expert Van Oakes Behind Goat Media’s Ecom SuccessScaling 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...
2025-09-151h 17
I Need More From YouBuilt To Last: Ami James on Tattoos, Truth, & Tenacity | INMFY Podcast | Ep. 14In 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!
2025-09-101h 41Cyber Fusion ForumTailored, Not Templated: Designing a SOC That Fits Your BusinessWhat 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...
2025-09-0932 minFinancial Planner Life PodcastHow 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...
2025-09-0129 minFinancial Planner Life Podcast85 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...
2025-08-2753 minCyber Fusion ForumFrom Chaos to Control: Building Safe AI Practices in Your BusinessAI 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...
2025-08-1532 minFinancial Planner Life PodcastI 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...
2025-07-2951 minCyber Fusion ForumTiger Teams and BLUFs: Delivering Identity in Complex EnvironmentsIn 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...
2025-07-2232 min
Cyber Fusion ForumThe Hidden Risks Behind AI-Led Product TeamsAI 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...
2025-06-3033 minFinancial Planner Life PodcastShe left the Army and became a Financial Planner Mum, With St James's Place Academy | Katie VolkerIn 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
2025-06-2650 minCyber Fusion ForumDon’t Buy a Ferrari When You Need a Bike: Rethinking IAM InvestmentsHow 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...
2025-06-1727 minCyber Fusion ForumThe Cybersecurity Balancing Act: When To Choose IAM vs Network SecurityIn 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...
2025-06-0431 minCyber Fusion ForumSecure by Collaboration: Building DevOps and Cybersecurity BridgesIn 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...
2025-06-0436 minCyber Fusion ForumFaster, Cheaper, Simpler: Owen Jones on Rethinking GRCIn 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...
2025-06-0430 min
4-Freedom Podcast173. Fundamental Footprints - The Joseph Oakes Interview - Testimony from BJUIn 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...
2025-05-2254 minFinancial Planner Life PodcastFrom 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...
2025-05-1547 min
Ross & John's Organic Capers PodcastEP62 - Absolutely Gonged Off with Ali JamesThe 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...
2025-04-0236 minRoss & John's Organic Capers PodcastEP61 - Like a real podcast only shorter with James Beatty BONUS EPCheeky 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.
2025-04-0117 minFinancial Planner Life PodcastCan 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...
2025-03-201h 00Financial Planner Life PodcastFather & Son in Finance: How St. James’s Place Academy Shapes Careers & SuccessionWould 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...
2025-01-3147 minFinancial Planner Life PodcastSwitching From Mortgage Adviser to Chartered Financial Planner With Charlotte WaltersIn 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....
2025-01-1457 min
Bridging Identities: Exploring the Trans experience.9. Finding Yourself Later in Life: A Transgender Man's JourneyJames 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...
2024-10-2246 minFinancial Planner Life PodcastFrom Fitness to Finance: Tom Mangan's Journey to Becoming a Successful Young Financial PlannerJoin 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...
2024-10-011h 00
BOOK READ GUYSDOWNLOAD [EPub] Of the People: A History of the United States, Volume 1: To 1877 By James Oakes (Author), Full Episodehttps://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
2024-08-2200 min
BOOK READ HEREDOWNLOAD [EPub] Of the People: A History of the United States, Volume 1: To 1877 By James Oakes (Author), Full Episodehttps://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
2024-08-2200 minFinancial Planner Life PodcastThe Transformative Journey of a Young Financial Planner - Dylan EllisTrigger 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...
2024-08-211h 03
The Property Business PodcastKevin Oakes On Why He Moved His Real Estate Agency to eXpKevin Oakes joins us this week to chat about why he moved his successful real estate agency over to eXp.
2024-08-1236 min
Things That Are Blank - Game ShowKristen BersetThis 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...
2024-08-0618 minFinancial Planner Life PodcastEmotional Intelligence in Financial Planning with James Woodfall & Sam OakesUnlock 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...
2024-07-301h 26Financial Planner Life PodcastFrom Luxury Cars to £63m in AUM, a Financial Planning Career Pivot With Nathan Ind of St James's PlaceEver 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...
2024-07-2548 minFinancial Planner Life PodcastSt James's Place Adviser Academy Update 2024 - A Deep Dive Into Terms 5 & 6 with Gee FoottitWe 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...
2024-06-0652 minFinancial Planner Life PodcastCeri 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...
2024-06-041h 10Ross & John's Organic Capers PodcastEP54 - Your Silly Little F***ing Website with Josh JamesJosh 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.
2024-05-0258 minFinancial Planner Life PodcastWhat happens after the St James's Place Academy? My 3rd year as a Financial Planner - Natasha Percy-BaxterSt 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...
2024-04-091h 28