The Financial Planner Life Podcast

“Can you introduce yourself and tell us about your journey?”

This is his standard opening to establish the guest's background and connect their personal story to their professional work.

“How did your past experience shape what you do now?”

Used to draw a direct line from a guest's previous career or life events to their current professional focus.

“Why should financial planners care about this topic?”

He asks this to explicitly link the guest's expertise to the practical, day-to-day concerns of his audience.

“What should planners do when a client is in that situation?”

A direct request for actionable advice that the audience can apply in their own practice.

“Why did you choose financial planning?”

This question seeks to uncover the core motivation behind a guest's career choice, often revealing personal values.

“What about the wellbeing of the individuals involved?”

After discussing financial and technical aspects, he asks this to bring the focus back to the human and emotional toll.

“What struggles or strains happen when people enter [a specific system, like care]?”

Probes the specific challenges and pain points within a complex process that planners need to understand.

“When does the conversation about [a difficult topic, like care] typically happen?”

This question identifies the common triggers for important financial planning conversations.

“Where are you in your qualification journey right now?”

Asked to trainees or those still studying to ground the conversation in their current progress and challenges.

“What's it like getting back into studying after a long break?”

This question explores the personal and mindset challenges of professional development for adult learners.

“Does representation play a part in how people see themselves in this profession?”

Broadens a personal story about identity into a wider industry theme about diversity and inclusion.

“Do you see yourself as employed or self-employed in the future?”

This question explores a guest's long-term career ambitions and their preference for different work structures.