In this episode, Dan chats with Warren Shute, financial planner and author from Lexington Wealth Management. 

They discuss the real value of financial planning, how we can solve the financial education gap, tips for writing a book, and much, much more!

Join our community: www.nextgenplanners.co.uk. 

In this episode, Dan chatted with Emily Binder, who is a voice marketing specialist at Beetle Moment Marketing. 

Here, they discussed the future of voice marketing, how financial planners can use this tool to their advantage, and also how financial planners can use podcasts as part of their marketing arsenal.

Join our community: www.nextgenplanners.co.uk. 

In this episode, Dan chats with Ruth Handcock from Octopus Group. 

Here, they chat about the future of technology in financial planning, the future of sustainable investing, how we can make a dent in the advice gap and much more!

Join our community: www.nextgenplanners.co.uk.