Best Accounting Success Academy Podcasts (2025)

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115. Should You Coach Friends and Family? The Truth About Mixing Business with Personal Relationships 13:30

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2d ago13:30

13:30

When you're starting your coaching business, your friends and family feel like the obvious first clients. They already trust you, they want to support your new venture, and honestly, it feels way less scary than reaching out to complete strangers. But what happens when your sister stops sharing her real spending habits because she doesn't want you …

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“Built a £60 million AUM Financial Planning Business After Surviving Cancer” A Foster Denovo Special 45:18

3d ago45:18

45:18

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. Russel…

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1103-Changes From The One Big Beautiful Bill and the New Trump Accounts 1:07:37

3d ago1:07:37

1:07:37

Jeff Levine's tweet thread: https://x.com/CPAPlanner/status/1940856699872858202

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The Power of Questions: Redefining Leadership 28:04

7d ago28:04

28:04

Larissa Bunker, COO and EOS Integrator at Nichols Accounting Group, joins Jeremy on Episode 96 of The Upstream Leader to share her journey to leadership, emphasizing the power of asking questions. They delve into how leaders can create a culture that encourages questions rather than solely providing directives, and the insight, creativity and growt…

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OUT & ABOUT: Unschooling: Learning Off the Beaten Path (Expat Money 291) 1:00:42

9d ago1:00:42

1:00:42

Completing the interview I gave to Mikkel Thorup last year. Original episode: https://expatmoneyshow.com/episodes/291-joshua-sheats-pt-3/

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114. When Clients Call You Their “Financial Therapist”: Setting Professional Boundaries 14:58

9d ago14:58

14:58

If you've been coaching for any length of time, you've probably experienced this. A client introduces you as their financial therapist or thanks you for their financial therapy session. It might seem like a compliment, but there's something important we need to address. Money is deeply emotional. When we help clients work through their financial ch…

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From Council Estate to Financial Planning TV & Social Media Influencer! 52:11

11d ago52:11

52:11

In this episode of the Financial Planner Life podcast, host Sam Oakes reconnects with Emmanuel Asuquo, a leading financial planner, TV personality, and social media educator. Emmanuel was Sam’s second-ever guest when the podcast launched, making this a special full-circle conversation. They dive deep into Emmanuel’s journey from growing up on a cou…

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1102-It's Always Cheaper to Feed the Meter Than to Pay The Ticket 41:34

17d ago41:34

41:34

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113. Why Doing More Marketing Isn't the Answer (And What to Do Instead) 12:05

16d ago12:05

12:05

Have you been spinning your wheels with marketing, doing all the things you're supposed to do…but feeling like you're getting nowhere? You're showing up on social media, going to networking events, having coffee chats, but your client list isn't budging. Most of us think the solution is to do more—add another platform, attend more events, schedule …

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She left the Army and became a Financial Planner Mum, With St James's Place Academy | Katie Volker 51:49

18d ago51:49

51:49

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 …

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The Upstream Growth Triangle: Your Firm Success Framework 23:53

21d ago23:53

23:53

Join Jeremy Clopton on this solo Episode 95 of The Upstream Leader as he addresses the vital role of people in the accounting profession’s future. Jeremy looks back on the discussions he’s had with industry leaders in recent months about the current and future state of accounting, and the recurring theme has been the necessity of developing your pe…

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What Gives Coaching a Bad Name 28:51

23d ago28:51

28:51

What does it really mean to be a financial coach in integrity with what we do? This week on the podcast, we’re tackling this head-on, talking about the realities behind what's often seen but seldom spoken about. It’s the challenges behind coaches coaching coaches (say that three times fast!) and staying in integrity with how we market ourselves and…

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Let Go or Burn Out: Jeri Williams’ Guide to Reclaiming Your Time 29:27

25d ago29:27

29:27

Jeri Williams on Scaling a Business, Letting Go of Control, and Building a Life with More Freedom In this episode of Financial Planner Life, Sam Oakes sits down with Jeri Williams, the powerhouse behind Smooth Accounting in the UK and now Smooth Dubai. Jeri shares how she built a business that runs without her, the mindset shift that allowed her to…

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OUT AND ABOUT: Worldschooling: Beyond the Three Rs (Expat Money 290) 1:07:16

26d ago1:07:16

1:07:16

Continuing the interview I gave for Mikkel Thorup last year. Original episode: https://expatmoneyshow.com/episodes/joshua-sheats-pt-2/

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ECE CEO Biography: What It Takes To Lead and win featuring Dean Pappous, CEO of The Gardner School 1:03:41

1M ago1:03:41

1:03:41

Get ready for an episode that radiates entrepreneurial grit and multi‑industry leadership! In this edition of the ECE CEO Biography podcast on Inspire Care 360, host Tony D’Agostino sits down with Dean Pappous, CEO of The Gardner Schools, to unpack his transformative journey—from launching startups across sectors to heading one of America’s leading…

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112. How to Stop Controlling Your Financial Coaching Clients (And Why It's Hurting Their Growth) 7:54

1M ago7:54

7:54

Ever tried to talk a client out of a risky decision? Found yourself pushing harder when they won't listen to your advice? If you've ever felt your stomach drop when a client chose the path you knew was wrong, this episode is for you. Here's the uncomfortable truth: when we try to control our clients' choices, it's usually not about them. It's about…

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He Built £12M AUM With Just LinkedIn and a Laptop - Financial Planner Success! | Aleem Nijabat 44:59

1M ago44:59

44:59

In this episode of the Financial Planner Life podcast, Sam Oakes speaks with Aleem Nijabat, a self-employed financial planner who built £12 million in AUM without a client bank, without leads, and without a background in finance. Aleem started during lockdown, working alone from his bedroom. He had just qualified, had no clients, and relied entirel…

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Is AI Killing the Need for Technical Experts? 37:58

1M ago37:58

37:58

The Upstream Leader goes a different direction on Episode 94, with host Jeremy Clopton inviting producer Justin Grant of Professional Productions to the “other side of the booth” to discuss the evolving role of technology in accounting. Keeping in mind AI’s obvious impact, they talk about the way technology has changed and should continue to change…

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1101-Friday Q&A: Balancing Life & Work, Investing into People, Managing Large Libraries, Learning Spanish, etc. 1:27:50

1M ago1:27:50

1:27:50

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111. Finding Your Authentic Voice: Why Being Yourself is Your Greatest Business Asset 17:26

1M ago17:26

17:26

Have you ever met someone in person after following their content and thought, “Wow, they're exactly who I thought they'd be”? That's the power of authenticity, and it's what your clients are looking for too. Today we're talking about something I see happening a lot in our profession—coaches trying to sound like someone else instead of developing t…

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OUT & ABOUT: One Size Doesn't Fit All: Lessons From Homeschooling Five Children (Expat Money 289) 1:03:52

1M ago1:03:52

1:03:52

Today I share with you the audio from an interview I gave to Mikkel Thorup last year for Expat Money. Original episode: https://expatmoneyshow.com/episodes/289-joshua-sheats-pt1/

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EP 174: FREE CMA Exam Textbooks - LIMITED TIME OFFER 4:20

1M ago4:20

4:20

Want to become a CMA and boost your career? I’m giving away my CMA Part 1 and Part 2 textbooks for free, just cover shipping and handling charges! Use code CMA at checkout to drop the price from $299 USD to $0. Don’t miss your chance, grab your textbooks in paperback before they’re gone! ---------- RESOURCES & LINKS MENTIONED IN THIS EPISODE: 👉 Get…

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1100-Investing Into People, Not Money: Patronage Roundtable with Greg Treat 1:40:24

2M ago1:40:24

1:40:24

In today's podcast I share the audio from a recent roundtable discusion with attendees of RPF Family Camp. We have a two-week discussion going related to patronage networks and we decided it would be good to host a verbal Q&A discusion instead of just keeping everything in text...now you get to listen in!…

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110. Difficult Conversations: Tough Talks That Build Trust 17:43

1M ago17:43

17:43

I used to lose sleep before coaching sessions where I knew I had to deliver tough news. If I saw someone's finances and they were way over budget every month, I felt like, oh my gosh, I'm going to have to be the messenger of terrible news. What are they going to think? How are they going to react? Today we're talking about those conversations that …

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1099-Things Are OK...But I Have No Idea What To Invest In! 46:07

2M ago46:07

46:07

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1098-"A Model of Christian Charity" by Governor John Winthrop, 1630 On Board the Arbella 40:59

2M ago40:59

40:59

This episode contains the audio recording of a famous sermon by Governor John Winthrop, delivered on board the ship Arbella, while sailing to America in 1630. The sermon contains key theological insights as to the duties that come with wealth; it will be of interest to Christians and history-lovers alike. The basic ideas and precepts of this sermon…

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Leadership Evolution: Fractional Executives in Accounting 35:01

2M ago35:01

35:01

Jen Hamilton, founder of Hamilton COOs and the Fractional COO Collective, joins Jeremy on Episode 93 of The Upstream Leader to discuss the increasing trend of fractional executives within accounting firms and why they’ve proven to be so effective. Jen shares her journey from a CPA at PricewaterhouseCoopers to becoming a thought leader in fractional…

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Why You Feel Anxious About Money (And Don’t Even Know It) - with Dennis Harhalakis 49:22

2M ago49:22

49:22

In this episode of Financial Planner Life, Sam Oakes is joined by certified money coach Dennis Harhalakis to explore the powerful emotional side of money - and why financial planners can't afford to ignore it. Dennis shares how our earliest money experiences shape the way we think, feel, and act around money as adults. Whether it’s shame, fear, sca…

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1097-Friday Q&A: Build or Buy, Signaling Theory, Switching Jobs, Moving From Canada to USA 1:51:24

2M ago1:51:24

1:51:24

On today's Friday Q&A we cover: 1:30 Should I build a new house or buy an existing one? 14:19 My YouTube channel is struggling. What now? 30:13 Should I move with my girlfriend to the USA for a work assignment? 57:10 How can I apply Signaling Theory to modern dating? 1:13:41 Should I switch jobs to one that seems better but has less potential? 1:23…

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109. Why Leverage Email Marketing Over Social Media 17:47

2M ago17:47

17:47

Many coaches think they need to be everywhere on social media, posting constantly and hoping their ideal clients will find them. But there's a problem with putting all your eggs in the social media basket: social media in 2025 is not the same social media from 10 years ago. And that means that growing a business on social media is leaving too much …

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1096-Reconsecration To a Wartime, Not a Peacetime, Lifestyle 13:48

2M ago13:48

13:48

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Behind the Scenes: A Real-Life Financial Coaching Session 1:49:34

2M ago1:49:34

1:49:34

Starting a new career can be a challenge. In many instances, we have the opportunity to learn from a mentor or manager who can guide us in the right direction. And while I serve as a mentor for financial coaches, few have actually experienced or witnessed a financial coaching session. So I was thrilled when a member of our online community agreed t…

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From ChatGPT to Chat SJP: The AI Revolution at St. James’s Place | John O'Driscoll & Wenyu Bai (SJP) 48:12

2M ago48:12

48:12

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 …

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1095-The Secret to Perfect Freedom 5:30

2M ago5:30

5:30

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1094-Report from Radical Family Camp 2025 and Future Content Focus 28:22

2M ago28:22

28:22

I hope you can come to Family Camp 2026! Make sure you're on the email list for early notice.

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Self-Reflection’s Deep Role in Productivity 44:04

2M ago44:04

44:04

On Episode 92 of The Upstream Leader, Jeremy Clopton interviews Blake Stratton, the founder of True Productive. They discuss the importance of mindset reflection for improving productivity, going further than traditional time management tactics to really take stock of what’s going on with you mentally and psychologically in order to re-write the “s…

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108. From Hesitant Accountant to Confident Coach: How Amber Joy Pietrangelo Found Her Way 31:28

2M ago31:28

31:28

Financial coach and bookkeeper Amber Joy Pietrangelo never planned on having her own business after business classes in college completely turned her off from entrepreneurship. But now, Amber has created a unique coaching approach where bookkeeping and financial guidance blend seamlessly. In her own business. After struggling through multiple caree…

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20 Years, 450+ People: The Foster Denovo Growth Journey with Roger Brosch 27:45

2M ago27:45

27:45

Roger Brosch | 20 Years of Foster Denovo, 47% Growth, and the Launch of Foster Denovo Talks In this episode of Financial Planner Life, we welcome back Roger Brosch, CEO of Foster Denovo, to reflect on a standout year for the business. 47% revenue growth 200+ new hires 7 acquisitions A thriving culture that’s stronger than ever Roger shares what’s d…

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Out and About: Success Strategies for Teens (MoneyWise With Joshua Sheats) 44:02

2M ago44:02

44:02

Today, I share with you a recent interview I gave for Krish on his podcast MoneyWise. Krish is a teenage financial podcaster and we discussed success strategies for teens. Originally published here: https://open.spotify.com/episode/5xKPog3DjtQRQ4tJr1aoMy

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107. Beyond Goodbye: How to Transform Past Clients into Your Biggest Growth Engine 12:38

2M ago12:38

12:38

Are you wrapping up clients’ final sessions with an awkward “goodbye and good luck”? You might be missing the biggest opportunity in your coaching business. We continue our series on delighting clients this week by focusing on what happens after their formal program ends. Financial wellness isn't a destination—it's a lifelong journey with new chall…

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From Rejection to Chartered Financial Planner: Jay Dhaliwal's Journey 46:56

2M ago46:56

46:56

In this episode of the Financial Planner Life podcast, host Sam Oakes sits down with Jay Dhaliwal, Chartered Financial Planner at Chase de Vere, to talk about her inspiring career journey. Jay shares how facing rejection twice for financial planner roles early in her career didn’t stop her - it fueled her. Already working as a paraplanner, she used…

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1093-Why You Should Move to South Dakota, Even If You Have No Plans to Live There! 56:28

3M ago56:28

56:28

South Dakota Residency: The Definitive Guide: https://escapethetechnocracy.com/?coupon-code=rpf&sc-page=south-dakota-residency-definitive-guide Privacy Post: https://privacypost.io

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Building the Best Team Ever 34:12

3M ago34:12

34:12

On Episode 91 of The Upstream Leader, Jeremy Clopton is joined by Dr. David Burkus, author of Best Team Ever and several other books on business success, to discuss building high-functioning teams in the accounting industry. Noting that it’s important to move beyond technical proficiency to focus on team dynamics, David and Jeremy go into detail on…

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ECE CEO Biography: From Startup to Success, Founder and CEO at Explore Montessori & academy, Jessica Dehn’s Journey in Childcare Leadership 1:00:38

3M ago1:00:38

1:00:38

Join us on this episode of ECE CEO Biography: Sage Wisdom for Childcare Leaders as host Tony D’Agostino, Founder & CEO of Inspire Care 360, sits down with Jessica Dehn, an award-winning entrepreneur transforming the childcare industry. Jessica shares her journey from launching multiple education startups to scaling businesses and navigating the cha…

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106. 5 Essential Systems to Streamline Your Financial Coaching Business and Reclaim Your Time 24:14

3M ago24:14

24:14

Are you caught checking client emails on family movie night or waking up at 3 a.m. worried you forgot to send that follow-up? Your love for financial coaching might be getting buried under a mountain of admin tasks. As coaches, we're drawn to this work because we want to help people transform their relationship with money. But the reality is that r…

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1092-Money in Mating: Women SHOULD Care About How Much Money a Man Earns 56:41

3M ago56:41

56:41

If you'd like to increase your earning ability, join my Academy to learn how to increase it 10x in 10 years! https://RPFAcademy.com

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From Recruiter to £266M Financial Planner | A Career Change That Paid Off - with Vikash Kanani 44:57

3M ago44:57

44:57

How a Former Recruiter Built a £266M Financial Planning Business - Vikash’s Journey from BD to Chartered Adviser In this episode of the Financial Planner Life podcast, Sam Oakes is joined by Chartered Financial Planner Vikash, who shares how he made the bold move from a successful recruitment career into the world of financial advice. Vikash’s stor…

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1091-It's Not Too Late For You To Build Financial Security 19:28

3M ago19:28

19:28

Join me September 17-20 in Kuala Lumpur for the world's #1 internationalization event: www.NomadCapitalist.com/live

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105. The One Marketing Strategy All Financial Coaches Need 14:46

3M ago14:46

14:46

I don't think I need to tell you about the chaos social media has experienced lately. Meta goes down from time to time. Instagram suddenly changed square feeds to vertical graphics with no warning. TikTok's future remains uncertain. It’s too much to keep up with, and even if you understand the “rules,” they’re bound to change in the coming months. …

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1090-Live From Radical Family Camp 2025! (Q&A) 1:13:01

3M ago1:13:01

1:13:01

Come join me at Nomad Capitalist Live September 17-20 in Kuala Lumpur: www.NomadCapitalist.com/live