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. 

Join us: https://www.nextgenplanners.co.uk/join-our-community 

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.

Join us: www.nextgenplanners.co.uk/join-our-community 

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.

Join us: https://www.nextgenplanners.co.uk/join-our-community 

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.

Join our financial planning community: https://www.nextgenplanners.co.uk/join-our-community 

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.

Join our community: https://www.nextgenplanners.co.uk/join-our-community 

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!

Join our community: nextgenplanners.co.uk/join-our-community 

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.

Join our community: www.nextgenplanners.co.uk/join-our-community

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.

Join our community: nextgenplanners.co.uk/join-our-community

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.

Join our community: https://bit.ly/2YRn102 

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.

Join our community: nextgenplanners.co.uk/join-our-community/