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.
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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!
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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.
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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!
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