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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: December, 2022
Dec 9, 2022

In this episode, Dan G chats with Dan Haylett from TFP Financial Planning. 

Here, they discuss the power of human-focused financial planning and what proper financial planning is, how to use anti-goals with clients, behavioural finance and much more! 

Join our community: www.nextgenplanners.co.uk  

Dec 2, 2022

In this episode, Dan chats with Charlie Parker from Albemarle Street Partners. 

Here, they discuss the journey of financial planning as a profession, financial planning during tough times, the future of the profession and much more!

Join us: https://bit.ly/3VOjCHR 

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