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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: 2022
Aug 5, 2022

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.

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

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 

Jun 24, 2022

In this episode, we chat with Andrew Marsham from Fat Loss Forever. 

We discuss how to make sure that you stay fit and healthy when you're a financial planner and how to include fitness into your busy schedule. Plus, much more! 

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

Jun 17, 2022

In this episode, Dan chats with Natalia Coe from The Money Charity. 

Here, they chat about the need to educate the general public on their finances, some of the biggest things that are affecting the public finances at the moment and how financial planners can help.

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

May 27, 2022

In this episode, Dan chats with Phil Courtenay from Humans and Money. 

They discuss the emotional value of advice, how to understand what drives decisions and how to apply all of this to financial planning. 

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

May 6, 2022

In this episode, Dan chats with Florrie Holloway from Tumelo.  They chat about green investing, the importance of education around this topic and also what investors can do to make a difference by engaging with their investments.  Join our community: www.nextgenplanners.co.uk/join-our-community

Apr 29, 2022

In this episode, Dan chats with Lindsey Swanson from Stripper Financial Planning in Northern California.

Here, they discuss how Lindsey works with adult entertainers and the stigma that they receive, why she decided to specialise in this area, and much more!

Join our community: https://bit.ly/3rXxz9M 

Apr 5, 2022

In this episode, Dan chats with Karen Malin from The GI Consultant and Naked Compliance.

They discuss the future of compliance, how to work with your compliance consultant and how to master your compliance stuff.

Join the NextGen Planners Community: https://bit.ly/3K0RoTE 

Apr 1, 2022

In this episode, Dan chats with Natalie Taylor from Monarch Money.

Here, they discuss Natalie's fresh approach to goals and values, her work as a financial planner and also the amazing software behind Monarch Money and how they are helping to serve those who haven't been able to access advice in the past.

Join our community HERE

Mar 29, 2022

In this episode, Dan chats with Elizabeth Webb from Fairstone.

Here, they discuss the power of exercise to help make our brains work, how Elizabeth balances being a carer with being a financial planner, and much more!

Join our community HERE.

Mar 25, 2022

In this episode, Dan chats with Jenny Madhoo from SpringGen Advice and Acumen Financial Planning.

Here, we discuss how to make money exciting for the next generation and the work that Jenny is doing to make financial planning affordable for those who want it.

Join our community HERE.

Mar 18, 2022

In this episode, Dan chats with Chanelle Pattinson from Her Future Bright.

Here, they chat about the best ways to study for and pass financial planning exams, Chanelle's awesome podcast and much, much more.

Join our community: https://bit.ly/364bvCO 

Mar 11, 2022

In this episode, Dan chats with Shaun Doherty from The 555 Club. 

Here, they discuss how to use breath work, meditation and gratitude to bring back focus and to live in the moment throughout your day.

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

Feb 25, 2022

In this episode, Dan chats with Yan Swiderski from The Global Returns Project. 

Here, they discuss Symbiotic Wealth Management, what the future of sustainable investing holds for financial planners and getting buy-in for your projects. 

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

Feb 11, 2022

In this episode, Dan chats with Damien Lardoux and Louisiana Salge from Impact Investing specialists EQ Investors. 

Here, they discuss the future of sustainable investing, how financial planners can talk about it with their clients and also how to build a sustainable investment proposition.

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

Feb 4, 2022

In this episode, Dan chats with H. Adam Holt from Asset Map in Philadelphia. 

Here, they chat about the traditional financial plan and how presenting it in the old way doesn't work anymore. Plus, they talk about the awesome tool Asset Map, the future of financial planning and much more! 

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

Jan 28, 2022

In this episode, Dan chats with Ray Adams from Niche IFA and CashCalc. Here they discuss the art of simplicity in everything we do, alongside some tips for using cashflow modelling properly and much more! Join our Community: https://www.nextgenplanners.co.uk/join-our-community 

Jan 14, 2022

In this episode, Dan chats with Graham Taylor from Hudson Rose, a boutique Mortgage Advice firm in the Cotswolds.

Here, they chat about the changing face of finance and the work that Graham and his team are doing to bring financial services into the 21st century. Oh, and how he and his team have recently bought a taxi. 

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

Jan 7, 2022

In this episode, Dan chats with Alexia de Brogile and Margot de Brogile from the financial education app and community: Your Juno.

Here, they chat about the launch of their community, their mission to put more money into the hands of women, and also what financial planners can do to rebuild the trust amongst the younger generation.

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

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