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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: July, 2021
Jul 23, 2021

In this episode, Dan chats with Carol (Kit) Lenzi, who is a CFP Professional and The Financial Analogist from South Africa. 

Here, they chat about the power of analogies and using them with clients, and also goal-based financial planning and financial wellbeing. 

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

Jul 16, 2021

In this episode, Dan chats with Steve Nelson, Insights Director at the lang cat.

Here, they chat about the stigma around mental health in finance, how as a profession we're getting better at talking about it, and what employers can do to help their team members.

For help when you're struggling to cope, go to https://www.samaritans.org/ 

Jul 9, 2021

In this episode, our guest host Ilze Skendere talks to Kate Capocci from Smith & Williamson.

Here, they chat about Kate's specialist area - responsible investing - and how financial planners can talk about it with their clients, and also the future of responsible investing.

Join our community HERE.

Jul 2, 2021

In this episode, Dan chats with Robert Sofia from Snappy Kraken in the United States.

Here, they chat about marketing for financial planners and how to make your financial planning business stand out in a noisy, forgetful world.

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

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