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Home > The Financial Planner Life Podcast > 85 First Client Meetings in 2 Months, Why I Love Prospecting!


	Podcast:		The Financial Planner Life Podcast
	Episode:		85 First Client Meetings in 2 Months, Why I Love Prospecting!
	Category:		Business
	Duration:		00:53:03
	Publish Date:		2025-08-27 16:00:00
	Description:		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 California, Jak switched careers and moved to Dubai, where he began his financial planning career in a pure business development role. No leads. No shortcuts. Just hard work and smart strategy. It was there he learned a powerful truth: If you can master business development, you will never need to rely on anyone again. He later joined St. James’s Place at age 26, going straight into self-employment with full confidence that he could build a book of clients himself. And he did. Check out St James Place Academy here - https://www.sjp.co.uk/academy One of his most inspiring stories? Jak saw a Vodafone executive on LinkedIn, but calls and emails went unanswered. So he flew to Luxembourg, waited by the stage at a tech summit with two cans of Irn-Bru (the exec was Scottish), and landed a 20-minute meeting. That conversation led to a new client and a mindset shift that changed everything. In this episode, you will learn:
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