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NextGen Planners

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Now displaying: December, 2021
Dec 17, 2021

In this episode, Dan chats with Olly Betts from Founders Factory. 

Here, they discuss entrepreneurship in financial planning, how you take your idea and turn it into a business, and Olly's number one tip for launching your own business.

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

Dec 3, 2021

In this episode, Dan chats with Bryce Clark from Wellington Wealth and @clarksfinancialsparks in Glasgow.

Bryce talks about the current state of financial education, the barriers to him entering financial planning and his big dreams in the profession.

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

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