In this episode Amelia chatted with Anthony West, Independent Financial Adviser at Beckett Investment Management Group. 

Here they talked about adapting as a financial planner, balancing demands and prioritising mental health. 

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In this episode Amelia chatted with Charlie French, co-founder of Etcho. 

Here they discussed the power of storytelling in financial planning, the significance of developing a connection between clients and their portfolios and the transformative potential of impact investing. 

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In this episode Amelia chatted to James Thompson, Chartered Financial Planner and Director at Becketts. 

Here they talked about navigating unforeseen circumstances, the nuances of management buy-outs and adapting in the industry. 

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In this episode Dan chatted with Fractional Chief Evangelist to B2B Wealthtech Brands, Diana Cabrices. 

Here they talked about the role of brand ambassadors, how to identify them and how to cultivate meaningful relationships. 

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In this episode Amelia chatted with Psychologist, Family Wealth Consultant and Coach, Dr Moira Somers. 

Here they talked about; the concepts of nudge and sludge, the impact of dark patterns and behavioural factors in decision making. 

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In this episode Amelia talked to Marc Hendriks, Chief Investment Officer at Green Growth Investments Ltd.

Here they discussed; where to put your money to make a difference, how to wade through the data and what the future looks like. 

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In this episode Adam Owen chatted with Chris Budd, founder of the Institute for Financial Wellbeing and author of two financial wellbeing books. 

Here they talked about the intricate link between happiness and our interactions with money, understanding our own mental landscape and how good financial planning can support a positive outcome.

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In this 200th episode of the NextGen Planners Podcast Amelia sat down with Isobel Cowell, Head of Social at the global personal branding agency, Kurogo. 

Here they talked about; the importance of personal branding in 2023, the many pitfalls of social media and how to take the first step. 

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In this episode Amelia talked to Adam Prestwood, Operations Director at P1 Investment Management. 

Here they discussed, the frustrations planners have with platforms, where the client fits in and what the platform space might look like in the future. 

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In this episode Amelia chatted with Gurdit Singh, co-founder of Fintegrate and managing director of Chameleon Financial Planning.

Here they chatted about creating tech for the financial planning profession, seeing this revolution from both sides and the future of financial technology. 

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In this episode Amelia chatted with Sarah Marks, CEO of financial education charity RedSTART. 

Here they discussed, why financial education is so important for young people right now, how it can affect real social change and also how financial education is having to evolve.

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In this episode Dan chatted with Dr Kristy Archuleta, a Professor in Financial Planning and an internationally recognised scholar in the development of financial therapy.

Here, they discussed what effective financial planning looks like, understanding clients behaviour and how being therapeutic just means being human. 

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In this episode Dan chatted with Ola Majekodunmi, the Founder of All Things Money, an online platform designed to provide young adults with some of the financial tools needed to help navigate the adulting world. 

Here, they discussed, the significance of financial literacy in young people, the unreliability of the profession and how to narrow the advice gap. 

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In this episode Dan chatted with Ross Marino a financial planner and Founder and CEO of Advisor2X. 

Here they discussed, using a human first approach, how to adapt to identity changes and financial planning as a therapeutic process. 

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In this episode Dan chatted to Dr. Mary Bell Carlson who is a financial behaviour expert, speaker and author. 

Here they discussed stress and emotion around money, understanding different parts of the brain and what money smells like. 

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In this episode Dan chatted to Lesley Li who is the CEO and co-founder of U Impact. 

Here they discussed the emotional side of money, understanding financial education in a creative way and demystifying the world of sustainable investing. 

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In this episode Dan chatted with Santiago Burridge, the co-founder and executive chairman at Lumiant. 

Here they discussed changing the profession, scaling client-centric advice and understanding that you don't have a better product, but you can have a better connection. 

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In this episode Dan chatted with Lisa Conway Hughes who is a financial planner at Westminster Wealth Management as well as an author and speaker. 

Here, they discussed how to grow a network, why not to waste time on things that aren't right for you and the need to change the industry to suit consumer needs (and not vice versa). 

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In this episode, Dan talked to Brendan Frazier, who is the Founder of Wired Planning.

Here, they discussed how to align technical skills with the human side of planning, putting questions in context and the idiosyncratic importance of money.

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In this episode Dan chatted to Mary Waring, a financial planner who specialises in dealing with women who are going through divorce.

Here they discussed the emotional aspect of guiding women through divorce, encouraging clients to spend money and getting more women into the industry.

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In this episode, Dan chats with Warren Shute, financial planner and author from Lexington Wealth Management. 

They discuss the real value of financial planning, how we can solve the financial education gap, tips for writing a book, and much, much more!

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In this episode, Dan chatted with Emily Binder, who is a voice marketing specialist at Beetle Moment Marketing. 

Here, they discussed the future of voice marketing, how financial planners can use this tool to their advantage, and also how financial planners can use podcasts as part of their marketing arsenal.

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In this episode, Dan chats with Ruth Handcock from Octopus Group. 

Here, they chat about the future of technology in financial planning, the future of sustainable investing, how we can make a dent in the advice gap and much more!

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In this episode, Dan chats with Gavin Brown from The University of Liverpool and Matthew Buck from Winterbar Associates. 

Here, they have a balanced discussion on the future of Cryptocurrency in the Financial Planning Profession, the future of blockchain, a teaser about a new Cryptocurrency fund, and much more! 

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DISCLAIMER: None of the opinions or views stated on this episode should be viewed as a personal recommendation. Any personal recommendations should also be provided by a regulated financial adviser.

In this episode, Dan chats with Lauren Stansell, who is a CFP® at Yeske Buie in the US.

Here, they discuss Lauren's work with helping people live their BIG lives, the power of discovery meetings, her work at FPA NexGen in the USA and much more!

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