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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: April, 2021
Apr 30, 2021

In this episode, Dan chats with Penny Phillips from Thrivos Consulting in New York. 

Here, that discuss how to launch a business, the biggest challenges that financial planning business owners face, and how to become a leader in your financial planning business.

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

Apr 27, 2021

In this episode, Dan chats with Nicola Beswick, a financial planner from Melbourne, Australia.

Here, they discuss Nicola's career change into financial planning, how she has built her personal brand, and what being a confidante for her client truly means.

Grab tickets for the #NEXTGEN21 Conference: https://bit.ly/3npa6dY

Apr 23, 2021

In this episode, Dan chats with Russell Ho, a financial planner, podcast host, public speaker and all-round great guy from South Africa.

They chat about Russell's entry to the profession, his extremely personal reason for doing what he does, how he came up with his 'Financial Advice Made Easy' tagline, and much, much more. 

Find out more about the #NEXTGEN21 Conference: https://nextgenplanners.co.uk/conference/ 

Apr 20, 2021

In this episode, Dan chats with Lottie Kent from True Financial Design, which is a financial planning firm based in Harrogate.

Here, they have a really interesting discussion about niching and the benefits of it, and why Lottie chose to niche and work with divorced women rather than the wider general public.

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

Apr 16, 2021

In this episode, Dan chats with Joe Froud from Best Life Financial Planning and the Retirement Planning Academy. 

Here, they chat about launching a business during COVID, the need for financial coaching from clients and the transition from paraplanner to financial planner. 

Find out more about our community: https://nextgenplanners.co.uk/ 

Apr 13, 2021

In this episode, Dan chats with Arnaud Malherbe from PSG Wealth in South Africa. 

Here, they chat about Arnaud's move from athletics into financial planning, his opinions on the value of advice and what we can do to raise the reputation of financial planning.

Find out more about #NEXTGEN21: https://nextgenplanners.co.uk/conference/ 

Apr 9, 2021

In this episode, Dan spoke with Nick Elston who is a public speaker on the lived experience of mental health.

Here, they chatted about the importance of self-care, why financial planners suffer from burnout and some tips for working on your mental health at work.

Find out more about joining our community, of which Nick is part of, here: https://nextgenplanners.co.uk/join-our-community/ 

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