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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: July, 2022
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 

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