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The Switch

St. James's Place Financial Adviser Academy

Released: 2025-12-09

Free New

32 Episodes

Audio

Free New

32 Episodes

Audio

Released: 2025-12-09

Most Recent Episode

How to Set Big Hairy Audacious Goals (And Hit Them) | Carla Brown

Starting a business? Planning to fly solo? Big wins require smart goals. A business plan is the blueprint for success as an entrepreneur. But how do you write the perfect plan? Whether you're looking to level up at work - or in any aspect of life - the

Time: 30:08

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Starting a business? Planning to fly solo? Big wins require smart goals. A business plan is the blueprint for success as an entrepreneur. But how do you write the perfect plan?

Whether you're looking to level up at work - or in any aspect of life - the principles of a business plan can be applied to anything to help you lead a more fulfilling, financially independent life.

In this episode of The Switch from St. James’s Place Financial Adviser Academy, host Gee Foottit speaks to Carla Brown, an SJP Partner, CEO of Oakmere Wealth and President and Chair of the Personal Finance Society.

Together they explore:

➡︎ How to make your business plan smart - and avoid vague aspirations

➡︎ How to set ‘big, hairy, audacious goals’ that stretch you

➡︎ The power of regular check-ins, milestone tracking and visual planning tools

➡︎ How business planning can help in fitness, finances and family accountability

➡︎ Carla’s personal journey of adapting plans and overcoming setbacks

💼Learn more about the St. James's Place Financial Adviser Academy → https://www.sjp.co.uk/academy

📷 Follow the Academy on Instagram → https://www.instagram.com/sjpacademy/

📱Connect with Carla → https://www.linkedin.com/in/carlabrown1/

💬 Connect with our host, Gee Foottit → https://www.linkedin.com/in/geefoottit/

🎙️ An OG Podcasts Ltd production → https://www.ogpodcasts.co.uk/

#BusinessPlanning, #EntrepreneurMindset, #SMARTGoals,

#FinancialFreedom, #CareerGrowth, #WomenInFinance,

#MindsetShift, #GoalSettingTips, #LeadershipDevelopment,

#ProgressPrinciple, #SelfDiscipline, #LifeDesign,

#StartYourBusiness, #FinancialAdviserAcademy, #TheSwitchPodcast

Hosted on Acast. See acast.com/privacy for more information.

Episode ID: 1000740326595

GUID: 691b1c322e77dfa5d381cf88

Release Date: 09/12/2025, 01:00:00

Description

Flip the switch on your career with The Switch - your go-to podcast for expert advice and inspiring stories about making a career change.

Join our host, Gee Foottit, Senior Manager at St. James’s Place Financial Adviser Academy, as leading UK industry thought leaders from psychology, sports, business, and entertainment share the pivotal moments and experiences that led to their career changes.

Whether you’re exploring new paths or ready to make a career move, their practical insights and personal reflections will provide you with the direction, guidance, and motivation you need to make a switch of your own.

The Switch is hosted by the St James's Place Financial Adviser Academy, the UK's largest financial adviser training programme which has trained over 1,350 individuals to become financial advisers.

Hosted on Acast. See acast.com/privacy for more information.

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