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NextGen Planners

Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
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Now displaying: January, 2021
Jan 29, 2021

In this episode, Dan chats with Andrew Lane from Money & Wealth Management in Australia.

They talk about Andrew's career so far, the state of financial planning in Australia, and the opportunities for financial planners around the world to break the mould and do their own thing.

Enjoy!

Jan 26, 2021

In this episode, Dan chats with the brilliant Olivia Parnell, who is a trainee financial planner and also half of the Financial Changemakers Podcast.

They discuss the state of diversity and inclusion in the financial planning profession, the privilege that we all have, why allyship is important, and how to open up the line of communication on this essential topic.

Enjoy!

Jan 22, 2021

In this episode, Dan speaks to Pauline Johnson-Zielonka PhD, who is a social psychologist and the author and founder of Retirement Life Plan. 

They have a fascinating discussion covering the psychology behind retirement, the four different areas that Polly thinks are important when people are retiring, plus how financial planners can help their clients ease the transition into retirement. 

Enjoy!

Jan 19, 2021

In this episode, Dan chats with George Agan of Pension Help, who is also the man behind Principles Personal Finance, an education project which has just been launched for the public.

They also chat about the importance of financial education, alongside what financial planners can do to educate the general public about money.

Enjoy! 

Jan 13, 2021

In this episode, Dan speaks to Laura Purkess, New Model Adviser Journalist and NextGen Planners Financial Journalist of the Year 2020.

They discussed the story-writing process, how PR can be a great tool for financial planners, how she gets the scoops that she's known for, and where she intends to get to in the future.

Enjoy!

Jan 6, 2021

In the first episode of 2021, Dan speaks to the multiple award-winning paraplanner Chloe Moran from the multiple award-winning financial planning firm boosst.

They discussed the tips and tricks of producing great award entries, how we can engage with and educate the next generation, and what financial planners can be doing to encourage diversity in our profession.

Enjoy!

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