In the final episode of our Blast Off Series, Dan chats with Keith Boyes from Spentwell in Edinburgh.
Here, they chat about the best and most challenging parts of being a financial planning business owner, including needing to wear different hats at different times.
Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/
In Episode 7 of our Blast Off Series, Rohan chats with Tom Morris from Ovation Finance in Bristol.
Here, they chat about becoming employee-owned as a financial planning firm, his work with the IFW, and some of the challenges of becoming a business owner.
Find out more about Blast Off here: https://nextgenplanners.co.uk/blast-off/
In the latest episode in our Blast Off Series, Rohan chats with Rebecca Andrew from Eleven:Eleven Financial.
Here, they discuss Rebecca's journey so far, how she constantly reminds herself of her vision and big picture, and also the challenges of launching a financial planning business.
Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/
In the next episode of our Blast Off Series, Rohan chats with Jess Brady from Fox and Hare in Australia.
Here, they chat about the lessons that Jess learned from launching her financial planning business, what she would do differently, and some tips for those launching their own financial planning business.
Find out more about Blast Off here: https://nextgenplanners.co.uk/blast-off/
In the fourth episode of our Blast Off Series, Rohan chats with Rich Ellis from Ellis Davies Financial Planning in Bristol.
Here, they discuss how to hire, how to launch a financial planning business with a business partner, and also the importance of a business plan.
Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/
In the next episode of our Blast Off Series, Rohan speaks to Lisa Johnstone from VWM Wealth in Scotland.
Here, they discuss how Lisa was involved in a successful succession plan and a few of Lisa's tips on running a thriving financial planning firm.
Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/
In this episode for International Womens Day, our very special guest host Emily Pool chats with Sam Secomb from Women's Wealth.
Here, they discuss the position of women in financial planning, how to get more women into the profession and how to give better financial advice to women.
Find out more about IWD: https://www.internationalwomensday.com/
In the next episode of the Blast Off series, Rohan chats with Ben Baldwin from STEM Financial.
Here, they discuss knowing your why, how to identify who to work with, and some tips for deciding whether or not to launch your financial planning firm.
Find out more about Blast Off: https://bit.ly/3sJAXTI
In the first episode in our Blast Off Series, Rohan chats with Jo Little from Emery Little and Eelah.
Here, they chat about Jo's tips for starting a financial planning business, from finding the right support network to finding out who you really want to work with.
The next cohort of the Blast Off Programme goes live in April. Find out more: https://nextgenplanners.co.uk/blast-off/
In this episode, Dan chats with Rich Weatherburn from 313 Financial in Durham.
Here, they chat about the financial planning profession and how it links to personal training, the best parts about running a financial planning firm and how technology can revolutionise financial planning.
Join our community: https://nextgenplanners.co.uk/join-our-community/
For our 100th episode, Dan chats with Dasarte Yarnway from the United States, who is the co-founder and owner of Berknell Financial Group.
Here, they chat about why Dasarte thinks should start a business at a young age and take risks whilst you have time. They also chat about fee structures, book-writing, content and the profession generally.
Enjoy!
In this episode, Dan chats with Stuart Mangion from Blue Ocean Financial Services in Australia.
Here, they chat about the importance of streamlining the financial planning process, financial education, coffee cups and how to find the right balance.
Enjoy!
In this episode, Dan chats with Christian Burgin, co-founder of Visible Capital in Edinburgh, UK.
They discuss the open banking and fintech trend, and how it perhaps hasn't kicked off as much as we thought it would have done a few years ago.
Enjoy!
In this episode, Dan chats with Kunle Olafare, CEO of SK Financial, a financial planning firm in London.
Here, they chat about the need for authenticity in financial planning, how we can give back to the wider community, and some awesome music recommendations.
Enjoy!
In this episode, Dan chats with the award-winning Chloë Clover from the award-winning film production company, Wander Films, in Middlesborough.
They chat about how financial planners can Beat the Scroll ™ on social media and stand out amongst the crowd. Also discussed were the best content to use as financial planners, why video testimonials work so well, and what is the best Quentin Tarantino movie.
Enjoy!
In this episode, Dan chats with Francois du Toit from PROpulsion in South Africa.
They discuss how we can raise the reputation of the profession, content creation, and much, much more.
Enjoy!
In this episode, Rohan chats with Sam Sloma from Engage FS, who appeared on the podcast a few years ago at the very start of his journey as a financial planning business owner.
Here, they catch-up on how things have been, as well as discussing a hot topic at the moment amongst financial planners - surge meetings.
Enjoy!
In this episode, Dan chats with Andrew Lane from Money & Wealth Management in Australia.
They talk about Andrew's career so far, the state of financial planning in Australia, and the opportunities for financial planners around the world to break the mould and do their own thing.
Enjoy!
In this episode, Dan chats with the brilliant Olivia Parnell, who is a trainee financial planner and also half of the Financial Changemakers Podcast.
They discuss the state of diversity and inclusion in the financial planning profession, the privilege that we all have, why allyship is important, and how to open up the line of communication on this essential topic.
Enjoy!
In this episode, Dan speaks to Pauline Johnson-Zielonka PhD, who is a social psychologist and the author and founder of Retirement Life Plan.
They have a fascinating discussion covering the psychology behind retirement, the four different areas that Polly thinks are important when people are retiring, plus how financial planners can help their clients ease the transition into retirement.
Enjoy!
In this episode, Dan chats with George Agan of Pension Help, who is also the man behind Principles Personal Finance, an education project which has just been launched for the public.
They also chat about the importance of financial education, alongside what financial planners can do to educate the general public about money.
Enjoy!
In this episode, Dan speaks to Laura Purkess, New Model Adviser Journalist and NextGen Planners Financial Journalist of the Year 2020.
They discussed the story-writing process, how PR can be a great tool for financial planners, how she gets the scoops that she's known for, and where she intends to get to in the future.
Enjoy!
In the first episode of 2021, Dan speaks to the multiple award-winning paraplanner Chloe Moran from the multiple award-winning financial planning firm boosst.
They discussed the tips and tricks of producing great award entries, how we can engage with and educate the next generation, and what financial planners can be doing to encourage diversity in our profession.
Enjoy!
In this episode, Dan speaks to Louis van der Merwe CFP ® who is a financial planner and the owner of Wealthup in Western Cape, South Africa.
We discuss:
Enjoy!