Info

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.
RSS Feed
NextGen Planners
2024
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
May
April
March
February
January


2020
December
November
October
September
July
June
April


All Episodes
Archives
Now displaying: 2022
Dec 9, 2022

In this episode, Dan G chats with Dan Haylett from TFP Financial Planning. 

Here, they discuss the power of human-focused financial planning and what proper financial planning is, how to use anti-goals with clients, behavioural finance and much more! 

Join our community: www.nextgenplanners.co.uk  

Dec 2, 2022

In this episode, Dan chats with Charlie Parker from Albemarle Street Partners. 

Here, they discuss the journey of financial planning as a profession, financial planning during tough times, the future of the profession and much more!

Join us: https://bit.ly/3VOjCHR 

Nov 25, 2022

In this episode, Dan chats with Alex Stedman who is a FinTok Influencer on TikTok at @alexexplainsmoney.

Here, they discuss the new world of financial education and how financial planners can harness the power of TikTok to educate the general public and grow an audience. 

Join our community: www.nextgenplanners.co.uk 

Nov 18, 2022

In this episode, Dan chats with Paul Taylor, a financial planner from True Potential.

Here, they discuss the importance of communication skills and negotiation skills, the growth of our profession and where to go to get good advice.

Join our community: https://bit.ly/3gSjRlH 

Oct 28, 2022

In this episode, Dan chats with Kye Harris from Perron Financial Group in Australia.

They discuss the blueprints of a great financial planning business, the benefits of working with a partner, the emotional side of money and much more!

Join our community: https://bit.ly/3TWiAIz 

Oct 14, 2022

In this episode, Dan chats with Dennis Harhalakis from Cambridge Money Coaching.

Here, they discuss the emotions of financial planning, how to make clients feel safe, what clients are feeling when they meet a financial planner and much more around financial planning and the brain.

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

Oct 7, 2022

In this episode, Dan chats with Danielle Pearce from Bespoke Wealth. 

They chat about paraplanning as a career and how we can deal with the supply shortage, the future of paraplanning and also the rise in green investing.

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

Sep 16, 2022

In this episode, Dan chats with Becca Timmins from When We Think. 

Here, they discuss The Thinking Environment, how to improve meetings with your team and with clients, and also ways for financial planning businesses to improve their culture.

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

Sep 2, 2022

In this episode, Dan chats with Dr Emma Black from Cascade Live Cash Management.

Here, we chat about cash management and what it is, the cost of living crisis, cash as an asset class and much more!

Join our community: https://bit.ly/3TzTjF2 

Aug 26, 2022

In this episode, Dan chats with Ryan May from Sound Financial Management in Plymouth. 

Here, they chat about Ryan's journey from Law into Financial Planning, how he is an 'Intrapreneur' and what this means, and much more!

Join our community: https://bit.ly/3AngWIa 

Aug 19, 2022

In this episode, Dan chats with Jacqueline Schadeck (@JacquelinePlans) from Atlanta in the United States!

Here, they chat about social media for financial planners, why she decided to write a book, tips for passing the CFP® and much more!

Join our community: https://bit.ly/3QozvlO

Aug 12, 2022

In this episode, Dan chats with Thomas Kopelman, a financial planner and co-founder of All Street Wealth in Indiana.

We hear Thomas's extraordinary story about how he gets 90% of his clients as a financial planner through social media! Plus, great tips on content creation, marketing and growing your business.

Join our community: https://bit.ly/3pcvaGw

Aug 5, 2022

In this episode, Dan chats with Brian Byrnes who is Head of Personal Finance at Moneybox.

We chat about the cost of living crisis at the moment, how to make financial planning more accessible, and how Moneybox are introducing new ways to get people to think about their financial future.

Join our community: https://bit.ly/3zwDVQA 

Jul 29, 2022

In this episode, we chat with Charlotte Phillips-Lynn from Seccl.

Here, Dan chats with Charlotte about how we can make financial services more inclusive and their tips for financial planners on building inclusive businesses.

Check out LGBT Great 👉 https://www.lgbtgreat.com/

Jul 22, 2022

In this episode, Dan chats with Bob Veres from the United States, a financial planning commentator and author who has decades of experience in financial planning.

Here, they discuss the current state of financial planning, where we have been, where we're going, and what a modern financial planning business should look like. Plus, great tips on writing!

Join our community: https://bit.ly/3zeLXi7 

Jul 15, 2022

In this fascinating episode, Dan chats with Nancy Reid from Tyche Consulting Services in the US.

We chat about the mindset of ultra high-net-worth clients, how they find their purpose and vision when they become wealthy and how impact investing helps them to do good and feel good. 

Join our community: https://bit.ly/3yK1R2r 

Jul 1, 2022

In this episode, Dan chats with Rob Harradine and Caroline Duff from Ammonite. 

We discuss how hybrid financial advice is helping to close the advice gap, the role of technology in the future of financial planning and more!

Join our community: https://bit.ly/3yhvhFW 

Jun 24, 2022

In this episode, we chat with Andrew Marsham from Fat Loss Forever. 

We discuss how to make sure that you stay fit and healthy when you're a financial planner and how to include fitness into your busy schedule. Plus, much more! 

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

Jun 17, 2022

In this episode, Dan chats with Natalia Coe from The Money Charity. 

Here, they chat about the need to educate the general public on their finances, some of the biggest things that are affecting the public finances at the moment and how financial planners can help.

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

May 27, 2022

In this episode, Dan chats with Phil Courtenay from Humans and Money. 

They discuss the emotional value of advice, how to understand what drives decisions and how to apply all of this to financial planning. 

Join our community: https://bit.ly/3acBedL 

May 6, 2022

In this episode, Dan chats with Florrie Holloway from Tumelo.  They chat about green investing, the importance of education around this topic and also what investors can do to make a difference by engaging with their investments.  Join our community: www.nextgenplanners.co.uk/join-our-community

Apr 29, 2022

In this episode, Dan chats with Lindsey Swanson from Stripper Financial Planning in Northern California.

Here, they discuss how Lindsey works with adult entertainers and the stigma that they receive, why she decided to specialise in this area, and much more!

Join our community: https://bit.ly/3rXxz9M 

Apr 5, 2022

In this episode, Dan chats with Karen Malin from The GI Consultant and Naked Compliance.

They discuss the future of compliance, how to work with your compliance consultant and how to master your compliance stuff.

Join the NextGen Planners Community: https://bit.ly/3K0RoTE 

Apr 1, 2022

In this episode, Dan chats with Natalie Taylor from Monarch Money.

Here, they discuss Natalie's fresh approach to goals and values, her work as a financial planner and also the amazing software behind Monarch Money and how they are helping to serve those who haven't been able to access advice in the past.

Join our community HERE

Mar 29, 2022

In this episode, Dan chats with Elizabeth Webb from Fairstone.

Here, they discuss the power of exercise to help make our brains work, how Elizabeth balances being a carer with being a financial planner, and much more!

Join our community HERE.

1 2 Next »