Info

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.
RSS Feed
NextGen Planners
2022
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
May
April
March
February
January


2020
December
November
October
September
July
June
April


All Episodes
Archives
Now displaying: February, 2021
Feb 26, 2021

In this episode, Dan chats with Rich Weatherburn from 313 Financial in Durham.

Here, they chat about the financial planning profession and how it links to personal training, the best parts about running a financial planning firm and how technology can revolutionise financial planning.

Join our community: https://nextgenplanners.co.uk/join-our-community/

Feb 23, 2021

For our 100th episode, Dan chats with Dasarte Yarnway from the United States, who is the co-founder and owner of Berknell Financial Group. 

Here, they chat about why Dasarte thinks should start a business at a young age and take risks whilst you have time. They also chat about fee structures, book-writing, content and the profession generally. 

Enjoy!

Feb 19, 2021

In this episode, Dan chats with Stuart Mangion from Blue Ocean Financial Services in Australia.

Here, they chat about the importance of streamlining the financial planning process, financial education, coffee cups and how to find the right balance. 

Enjoy!

Feb 16, 2021

In this episode, Dan chats with Christian Burgin, co-founder of Visible Capital in Edinburgh, UK.

They discuss the open banking and fintech trend, and how it perhaps hasn't kicked off as much as we thought it would have done a few years ago. 

Enjoy!

Feb 12, 2021

In this episode, Dan chats with Kunle Olafare, CEO of SK Financial, a financial planning firm in London. 

Here, they chat about the need for authenticity in financial planning, how we can give back to the wider community, and some awesome music recommendations.

Enjoy!

Feb 9, 2021

In this episode, Dan chats with the award-winning Chloë Clover from the award-winning film production company, Wander Films, in Middlesborough. 

They chat about how financial planners can Beat the Scroll ™ on social media and stand out amongst the crowd. Also discussed were the best content to use as financial planners, why video testimonials work so well, and what is the best Quentin Tarantino movie. 

Enjoy!

Feb 5, 2021

In this episode, Dan chats with Francois du Toit from PROpulsion in South Africa.

They discuss how we can raise the reputation of the profession, content creation, and much, much more.

Enjoy!

Feb 2, 2021

In this episode, Rohan chats with Sam Sloma from Engage FS, who appeared on the podcast a few years ago at the very start of his journey as a financial planning business owner.

Here, they catch-up on how things have been, as well as discussing a hot topic at the moment amongst financial planners - surge meetings. 

Enjoy!

1