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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: October, 2021
Oct 29, 2021

In this episode, Dan chats with Stacey McKinnon from Morton Capital in California.

Here, they chat about what makes a great leader, how to make people happy at work, how workplaces are the new classrooms, and much, much more.

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

Oct 15, 2021

In this episode, Dan chats with Kim Potgieter from the Women in Finance Network and Chartered Wealth Solutions over in South Africa.

They discuss how Kim is helping to build female leaders in the financial planning profession, how she's working on something called 'menternship' and the future of life planning.

Join our community: https://bit.ly/2YRn102 

Oct 8, 2021

In this episode, Dan chats with financial planner Kris Amliwala from Designer Wealth Management in Leicester.

Here, they chat about Kris's mantra of 'increasing return on life', his time on the Kinder Institute, his personal brand and much, much more.

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

Oct 1, 2021

In this episode, Dan chats with Olympic Medalist, Author, Podcast Host and Founder of Worth Winning, Lauryn Williams.

They chat about Lauryn's transition from athlete to financial planner, the highs, the lows, and her tips for launching your own financial planning business.

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

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