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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: April, 2023
Apr 28, 2023

In this episode Dan chatted with Lisa Conway Hughes who is a financial planner at Westminster Wealth Management as well as an author and speaker. 

Here, they discussed how to grow a network, why not to waste time on things that aren't right for you and the need to change the industry to suit consumer needs (and not vice versa). 

Join our community: www.nextgenplanners.co.uk

 

Apr 21, 2023

In this episode, Dan talked to Brendan Frazier, who is the Founder of Wired Planning.

Here, they discussed how to align technical skills with the human side of planning, putting questions in context and the idiosyncratic importance of money.

Join our community: www.nextgenplanners.co.uk

 

Apr 14, 2023

In this episode Dan chatted to Mary Waring, a financial planner who specialises in dealing with women who are going through divorce.

Here they discussed the emotional aspect of guiding women through divorce, encouraging clients to spend money and getting more women into the industry.

Join our community: www.nextgenplanners.co.uk

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