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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In this episode, Dan chats with Ryan May from Sound Financial Management in Plymouth. 

Here, they chat about Ryan's journey from Law into Financial Planning, how he is an 'Intrapreneur' and what this means, and much more!

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In this episode, Dan chats with Jacqueline Schadeck (@JacquelinePlans) from Atlanta in the United States!

Here, they chat about social media for financial planners, why she decided to write a book, tips for passing the CFP® and much more!

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In this episode, Dan chats with Thomas Kopelman, a financial planner and co-founder of All Street Wealth in Indiana.

We hear Thomas's extraordinary story about how he gets 90% of his clients as a financial planner through social media! Plus, great tips on content creation, marketing and growing your business.

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