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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: September, 2022
Sep 16, 2022

In this episode, Dan chats with Becca Timmins from When We Think. 

Here, they discuss The Thinking Environment, how to improve meetings with your team and with clients, and also ways for financial planning businesses to improve their culture.

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

Sep 2, 2022

In this episode, Dan chats with Dr Emma Black from Cascade Live Cash Management.

Here, we chat about cash management and what it is, the cost of living crisis, cash as an asset class and much more!

Join our community: https://bit.ly/3TzTjF2 

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