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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: February, 2022
Feb 25, 2022

In this episode, Dan chats with Yan Swiderski from The Global Returns Project. 

Here, they discuss Symbiotic Wealth Management, what the future of sustainable investing holds for financial planners and getting buy-in for your projects. 

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

Feb 11, 2022

In this episode, Dan chats with Damien Lardoux and Louisiana Salge from Impact Investing specialists EQ Investors. 

Here, they discuss the future of sustainable investing, how financial planners can talk about it with their clients and also how to build a sustainable investment proposition.

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

Feb 4, 2022

In this episode, Dan chats with H. Adam Holt from Asset Map in Philadelphia. 

Here, they chat about the traditional financial plan and how presenting it in the old way doesn't work anymore. Plus, they talk about the awesome tool Asset Map, the future of financial planning and much more! 

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

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