In this episode, Dan chats with Director and Founder of Universe Financial Advice and Trusted Adviser Magazine, Taylor Beavis.
Here, they chat about how Taylor launched his own financial planning business at 22, and how he ignored the noise, got out of the comfort zone and did it.
Taylor is part of our awesome financial planning community, filled with financial service heroes, so we naturally heard from him on what he loves the most about our community.
Join Taylor and hundreds of others: nextgenplanners.co.uk/join-our-community/
In this episode, Dan chats with NextGen Planners member Clem Chatelin, a Chatered Financial Planner from Paradigm Norton in Bristol.
Here, they discuss Clem's specialist topic of Responsible Investing, how to have conversations with clients about ethical investing, and where she sees the future of responsible investing.
Join our community: nextgenplanners.co.uk/join-our-community/
In this episode, Dan chats with Will Steiner from Big Later in the United States.
Here, they chat about the importance of starting early, how to educate the younger generation on finances, what Will is doing to help, and much, much more!
Join our community: https://bit.ly/3loSChB
In this episode, our guest host Matthew Hulks chats with Dan Marsh from Seccl and James Priday from P1 Investment Management.
Here, they discuss how technology can plug The Advice Gap and the future of adviser tech.
Join our community: https://nextgenplanners.co.uk/join-our-community/