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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: August, 2021
Aug 27, 2021

In this episode, Dan chats with Fairien Azeem, a money coach and behavioural finance specialist from Australia.

Here, they chat about personal relationships with money, the benefits of being a money coach, how to ask great questions and much more.

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

Aug 13, 2021

In this episode, Dan chats with Keith Thompson and John Winstanley from Clarion Wealth. 

They chat about how they established strong values at Clarion Wealth, the role of the Non-Executive Director, the Clarion team's wide range of experience and the future of the profession.

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

Aug 6, 2021

In this episode, Dan chats with Amy Mullen, who is the President of Money Quotient ®, a support service for financial planners to create stronger client relationships using great questions and research.

Here, they chat about the EQ + IQ = MQ equation that her mother, Carol, created, the importance of client relationships and also how to achieve true wealth.

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

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