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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: May, 2021
May 21, 2021

In this episode, Dan chats with Danika Waddell from Xena Financial Planning in Seattle.

Here, they chat about why Danika launched a virtual financial planning business, what she's doing do increase financial empowerment for all women and what we can do to create a more inclusive society.

Grab tickets for #NEXTGEN21: https://bit.ly/3bK3EcX

May 14, 2021

In this episode, Dan chats with Rizanne Oosthuisen from Profileme in South Africa. 

Here, they chat about the importance of word of mouth, referrals and how financial planners can use it to their advantage.

Grab tickets to see Rizanne at #NEXTGEN21: https://bit.ly/3ffBnw1 

May 7, 2021

In this episode, Dan chats with Scott Frank from Stone Steps Financial in California.

Here, they chat about the importance of silence when having conversations with clients and allowing them the space to share what they're truly thinking.

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

May 4, 2021

In this episode, Dan chats with Lisa Perry from PWH Wealth Group in South Africa.

Here, they chat about Lisa's career in finance so far, how she's using behavioural coaching with her clients and what she will be chatting about at the #NEXTGEN21 Global Conference in June.

Grab tickets for #NEXTGEN21: https://buytickets.at/nextgenplanners/484194 

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