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
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
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