In this episode, Dan chats with Brian Byrnes who is Head of Personal Finance at Moneybox.

We chat about the cost of living crisis at the moment, how to make financial planning more accessible, and how Moneybox are introducing new ways to get people to think about their financial future.

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In this episode, we chat with Charlotte Phillips-Lynn from Seccl.

Here, Dan chats with Charlotte about how we can make financial services more inclusive and their tips for financial planners on building inclusive businesses.

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In this episode, Dan chats with Bob Veres from the United States, a financial planning commentator and author who has decades of experience in financial planning.

Here, they discuss the current state of financial planning, where we have been, where we're going, and what a modern financial planning business should look like. Plus, great tips on writing!

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In this fascinating episode, Dan chats with Nancy Reid from Tyche Consulting Services in the US.

We chat about the mindset of ultra high-net-worth clients, how they find their purpose and vision when they become wealthy and how impact investing helps them to do good and feel good. 

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In this episode, Dan chats with Rob Harradine and Caroline Duff from Ammonite. 

We discuss how hybrid financial advice is helping to close the advice gap, the role of technology in the future of financial planning and more!

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In this episode, we chat with Andrew Marsham from Fat Loss Forever. 

We discuss how to make sure that you stay fit and healthy when you're a financial planner and how to include fitness into your busy schedule. Plus, much more! 

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In this episode, Dan chats with Natalia Coe from The Money Charity. 

Here, they chat about the need to educate the general public on their finances, some of the biggest things that are affecting the public finances at the moment and how financial planners can help.

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In this episode, Dan chats with Phil Courtenay from Humans and Money. 

They discuss the emotional value of advice, how to understand what drives decisions and how to apply all of this to financial planning. 

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In this episode, Dan chats with Florrie Holloway from Tumelo.  They chat about green investing, the importance of education around this topic and also what investors can do to make a difference by engaging with their investments.  Join our community: www.nextgenplanners.co.uk/join-our-community

In this episode, Dan chats with Lindsey Swanson from Stripper Financial Planning in Northern California.

Here, they discuss how Lindsey works with adult entertainers and the stigma that they receive, why she decided to specialise in this area, and much more!

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