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.
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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.
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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).
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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.
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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.
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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!
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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.
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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!
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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!
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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.
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!
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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.
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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.
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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
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
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
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
In this episode, Dan G chats with Dan Haylett from TFP Financial Planning.
Here, they discuss the power of human-focused financial planning and what proper financial planning is, how to use anti-goals with clients, behavioural finance and much more!
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In this episode, Dan chats with Charlie Parker from Albemarle Street Partners.
Here, they discuss the journey of financial planning as a profession, financial planning during tough times, the future of the profession and much more!
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In this episode, Dan chats with Alex Stedman who is a FinTok Influencer on TikTok at @alexexplainsmoney.
Here, they discuss the new world of financial education and how financial planners can harness the power of TikTok to educate the general public and grow an audience.
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In this episode, Dan chats with Paul Taylor, a financial planner from True Potential.
Here, they discuss the importance of communication skills and negotiation skills, the growth of our profession and where to go to get good advice.
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In this episode, Dan chats with Kye Harris from Perron Financial Group in Australia.
They discuss the blueprints of a great financial planning business, the benefits of working with a partner, the emotional side of money and much more!
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In this episode, Dan chats with Dennis Harhalakis from Cambridge Money Coaching.
Here, they discuss the emotions of financial planning, how to make clients feel safe, what clients are feeling when they meet a financial planner and much more around financial planning and the brain.
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In this episode, Dan chats with Danielle Pearce from Bespoke Wealth.
They chat about paraplanning as a career and how we can deal with the supply shortage, the future of paraplanning and also the rise in green investing.
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In this episode, Dan chats with Becca Timmins from When We Think.
Here, they discuss The Thinking Environment, how to improve meetings with your team and with clients, and also ways for financial planning businesses to improve their culture.
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In this episode, Dan chats with Dr Emma Black from Cascade Live Cash Management.
Here, we chat about cash management and what it is, the cost of living crisis, cash as an asset class and much more!
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