In this episode, Dan chats with Natalie Taylor from Monarch Money.
Here, they discuss Natalie's fresh approach to goals and values, her work as a financial planner and also the amazing software behind Monarch Money and how they are helping to serve those who haven't been able to access advice in the past.
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In this episode, Dan chats with Elizabeth Webb from Fairstone.
Here, they discuss the power of exercise to help make our brains work, how Elizabeth balances being a carer with being a financial planner, and much more!
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In this episode, Dan chats with Jenny Madhoo from SpringGen Advice and Acumen Financial Planning.
Here, we discuss how to make money exciting for the next generation and the work that Jenny is doing to make financial planning affordable for those who want it.
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In this episode, Dan chats with Chanelle Pattinson from Her Future Bright.
Here, they chat about the best ways to study for and pass financial planning exams, Chanelle's awesome podcast and much, much more.
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In this episode, Dan chats with Shaun Doherty from The 555 Club.
Here, they discuss how to use breath work, meditation and gratitude to bring back focus and to live in the moment throughout your day.
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In this episode, Dan chats with Yan Swiderski from The Global Returns Project.
Here, they discuss Symbiotic Wealth Management, what the future of sustainable investing holds for financial planners and getting buy-in for your projects.
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In this episode, Dan chats with Damien Lardoux and Louisiana Salge from Impact Investing specialists EQ Investors.
Here, they discuss the future of sustainable investing, how financial planners can talk about it with their clients and also how to build a sustainable investment proposition.
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In this episode, Dan chats with H. Adam Holt from Asset Map in Philadelphia.
Here, they chat about the traditional financial plan and how presenting it in the old way doesn't work anymore. Plus, they talk about the awesome tool Asset Map, the future of financial planning and much more!
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In this episode, Dan chats with Ray Adams from Niche IFA and CashCalc. Here they discuss the art of simplicity in everything we do, alongside some tips for using cashflow modelling properly and much more! Join our Community: https://www.nextgenplanners.co.uk/join-our-community
In this episode, Dan chats with Graham Taylor from Hudson Rose, a boutique Mortgage Advice firm in the Cotswolds.
Here, they chat about the changing face of finance and the work that Graham and his team are doing to bring financial services into the 21st century. Oh, and how he and his team have recently bought a taxi.
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In this episode, Dan chats with Alexia de Brogile and Margot de Brogile from the financial education app and community: Your Juno.
Here, they chat about the launch of their community, their mission to put more money into the hands of women, and also what financial planners can do to rebuild the trust amongst the younger generation.
In this episode, Dan chats with Olly Betts from Founders Factory.
Here, they discuss entrepreneurship in financial planning, how you take your idea and turn it into a business, and Olly's number one tip for launching your own business.
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In this episode, Dan chats with Bryce Clark from Wellington Wealth and @clarksfinancialsparks in Glasgow.
Bryce talks about the current state of financial education, the barriers to him entering financial planning and his big dreams in the profession.
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In this episode, Dan Graham from NextGen Planners chats with Alex Langhorn from Bespoke Training Solutions.
Here, they chat about how to study for financial planning exams actively, fresh ways to study for financial planning exams, and the future of exams in the financial planning profession.
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In this episode, Dan is joined by David Jones and Elliott Poole from Dimensional Fund Advisors.
Here, they chat about the value of advice, responsible investing, the future wealth transfer and much more!
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In this episode, Dan chats with George Kinder, founder of the Kinder Institute and the Father of The Life Planning Movement.
Here, they chat about George's career, his books, his favourite questions to ask clients and the importance of silence, alongside much, much more.
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In this episode, Dan chats with Stacey McKinnon from Morton Capital in California.
Here, they chat about what makes a great leader, how to make people happy at work, how workplaces are the new classrooms, and much, much more.
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In this episode, Dan chats with Kim Potgieter from the Women in Finance Network and Chartered Wealth Solutions over in South Africa.
They discuss how Kim is helping to build female leaders in the financial planning profession, how she's working on something called 'menternship' and the future of life planning.
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In this episode, Dan chats with financial planner Kris Amliwala from Designer Wealth Management in Leicester.
Here, they chat about Kris's mantra of 'increasing return on life', his time on the Kinder Institute, his personal brand and much, much more.
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In this episode, Dan chats with Olympic Medalist, Author, Podcast Host and Founder of Worth Winning, Lauryn Williams.
They chat about Lauryn's transition from athlete to financial planner, the highs, the lows, and her tips for launching your own financial planning business.
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In this episode, Dan chats with Director and Founder of Universe Financial Advice and Trusted Adviser Magazine, Taylor Beavis.
Here, they chat about how Taylor launched his own financial planning business at 22, and how he ignored the noise, got out of the comfort zone and did it.
Taylor is part of our awesome financial planning community, filled with financial service heroes, so we naturally heard from him on what he loves the most about our community.
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In this episode, Dan chats with NextGen Planners member Clem Chatelin, a Chatered Financial Planner from Paradigm Norton in Bristol.
Here, they discuss Clem's specialist topic of Responsible Investing, how to have conversations with clients about ethical investing, and where she sees the future of responsible investing.
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In this episode, Dan chats with Will Steiner from Big Later in the United States.
Here, they chat about the importance of starting early, how to educate the younger generation on finances, what Will is doing to help, and much, much more!
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In this episode, our guest host Matthew Hulks chats with Dan Marsh from Seccl and James Priday from P1 Investment Management.
Here, they discuss how technology can plug The Advice Gap and the future of adviser tech.
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In this episode, Dan chats with Fairien Azeem, a money coach and behavioural finance specialist from Australia.
Here, they chat about personal relationships with money, the benefits of being a money coach, how to ask great questions and much more.
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