In this episode Dan chatted with Ross Marino a financial planner and Founder and CEO of Advisor2X.

Here they discussed, using a human first approach, how to adapt to identity changes and financial planning as a therapeutic process.

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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.

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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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