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.
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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.
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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.
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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.
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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.
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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!
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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
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.
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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.