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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: March, 2022
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.

Mar 25, 2022

In this episode, Dan chats with Jenny Madhoo from SpringGen Advice and Acumen Financial Planning.

Here, we discuss how to make money exciting for the next generation and the work that Jenny is doing to make financial planning affordable for those who want it.

Join our community HERE.

Mar 18, 2022

In this episode, Dan chats with Chanelle Pattinson from Her Future Bright.

Here, they chat about the best ways to study for and pass financial planning exams, Chanelle's awesome podcast and much, much more.

Join our community: https://bit.ly/364bvCO 

Mar 11, 2022

In this episode, Dan chats with Shaun Doherty from The 555 Club. 

Here, they discuss how to use breath work, meditation and gratitude to bring back focus and to live in the moment throughout your day.

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

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