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NextGen Planners

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Now displaying: June, 2023
Jun 30, 2023

In this episode Dan chatted with Dr Kristy Archuleta, a Professor in Financial Planning and an internationally recognised scholar in the development of financial therapy.

Here, they discussed what effective financial planning looks like, understanding clients behaviour and how being therapeutic just means being human. 

Join our community: www.nextgenplanners.co.uk

 

Jun 23, 2023

In this episode Dan chatted with Ola Majekodunmi, the Founder of All Things Money, an online platform designed to provide young adults with some of the financial tools needed to help navigate the adulting world. 

Here, they discussed, the significance of financial literacy in young people, the unreliability of the profession and how to narrow the advice gap. 

Join our community: www.nextgenplanners.co.uk

 

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