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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: November, 2021
Nov 26, 2021

In this episode, Dan Graham from NextGen Planners chats with Alex Langhorn from Bespoke Training Solutions.

Here, they chat about how to study for financial planning exams actively, fresh ways to study for financial planning exams, and the future of exams in the financial planning profession.

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

Nov 19, 2021

In this episode, Dan is joined by David Jones and Elliott Poole from Dimensional Fund Advisors.

Here, they chat about the value of advice, responsible investing, the future wealth transfer and much more!

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

Nov 12, 2021

In this episode, Dan chats with George Kinder, founder of the Kinder Institute and the Father of The Life Planning Movement. 

Here, they chat about George's career, his books, his favourite questions to ask clients and the importance of silence, alongside much, much more.

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

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