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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: 2023
May 19, 2023

In this episode Dan chatted to Dr. Mary Bell Carlson who is a financial behaviour expert, speaker and author. 

Here they discussed stress and emotion around money, understanding different parts of the brain and what money smells like. 

Join our community: www.nextgenplanners.co.uk

 

May 12, 2023

In this episode Dan chatted to Lesley Li who is the CEO and co-founder of U Impact. 

Here they discussed the emotional side of money, understanding financial education in a creative way and demystifying the world of sustainable investing. 

Join our community: www.nextgenplanners.co.uk

 

 

May 5, 2023

In this episode Dan chatted with Santiago Burridge, the co-founder and executive chairman at Lumiant. 

Here they discussed changing the profession, scaling client-centric advice and understanding that you don't have a better product, but you can have a better connection. 

Join our community: www.nextgenplanners.co.uk

 

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

Mar 31, 2023

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

Mar 24, 2023

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

Mar 17, 2023

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.

Feb 24, 2023

In this episode, Dan chats with Gavin Brown from The University of Liverpool and Matthew Buck from Winterbar Associates. 

Here, they have a balanced discussion on the future of Cryptocurrency in the Financial Planning Profession, the future of blockchain, a teaser about a new Cryptocurrency fund, and much more! 

Join our community: www.nextgenplanners.co.uk 

 

DISCLAIMER: None of the opinions or views stated on this episode should be viewed as a personal recommendation. Any personal recommendations should also be provided by a regulated financial adviser.

Feb 17, 2023

In this episode, Dan chats with Lauren Stansell, who is a CFP® at Yeske Buie in the US.

Here, they discuss Lauren's work with helping people live their BIG lives, the power of discovery meetings, her work at FPA NexGen in the USA and much more!

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

Feb 10, 2023

In this episode, Dan chats with Dominika Sieradzka-MacCuirc from RIE Solutions. 

Here, they discuss the power of culture in a financial planning business, how to create one, and the rise of practice managers in our profession. 

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

Feb 3, 2023

In this episode, Dan chats with Yesenia Realejo from Tobias Financial Advisors in Plantation, Florida.

Here, we hear about the type of clients that Yesenia works with and what challenges they face every day, the rise of 'Flexible' Financial Planning, and Yesenia's work with the next generation.

Join our community: https://bit.ly/3ZWtVMV 

Jan 27, 2023

In the fourth episode of our Advice Stack Sessions, Adam Carolan chats with Laura Pearson from Storeton Rose. 

Here, they discuss Laura's first year of growing a business, what she's enjoyed and the challenges she's faced, and much more! 

Find out more about Advice Stack: https://bit.ly/3WQ5oaf 

Jan 20, 2023

In the third of our Advice Stack Sessions, Adam Carolan chats with Hiren Panchal from Wensons.

Here, they discuss Hiren's journey towards being a business owner, the lessons he learned whilst launching his financial planning business and how people have helped him on the way. 

Find out more about Advice Stack: https://bit.ly/3WQ5oaf 

Jan 13, 2023

In the second of our Advice Stack Sessions, Adam Carolan chats with Dale Kirkpatrick and John Sloan from Modulus Financial Planning. 

Here, they discuss how they have started a financial planning business from scratch, the lessons they've learned and why they decided to go with a network, rather than going directly authorised.

Find out more about Advice Stack: https://bit.ly/3WQ5oaf 

Jan 6, 2023

In the first of our Advice Stack Sessions, Adam Carolan chats with Jon Doyle from Juniper Wealth. 

Here, they discuss how Jon has built a great financial planning business at Juniper Wealth, the lessons he's learned and how he's come to accept that everyone makes mistakes.

Find out more about Advice Stack: https://bit.ly/3WQ5oaf 

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