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!

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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!

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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.

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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.

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