In this episode, Dan chats with Olympic Medalist, Author, Podcast Host and Founder of Worth Winning, Lauryn Williams.

They chat about Lauryn's transition from athlete to financial planner, the highs, the lows, and her tips for launching your own financial planning business.

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In this episode, Dan chats with Director and Founder of Universe Financial Advice and Trusted Adviser Magazine, Taylor Beavis.

Here, they chat about how Taylor launched his own financial planning business at 22, and how he ignored the noise, got out of the comfort zone and did it.

Taylor is part of our awesome financial planning community, filled with financial service heroes, so we naturally heard from him on what he loves the most about our community.

Join Taylor and hundreds of others: nextgenplanners.co.uk/join-our-community/

In this episode, Dan chats with NextGen Planners member Clem Chatelin, a Chatered Financial Planner from Paradigm Norton in Bristol.

Here, they discuss Clem's specialist topic of Responsible Investing, how to have conversations with clients about ethical investing, and where she sees the future of responsible investing.

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In this episode, Dan chats with Will Steiner from Big Later in the United States.

Here, they chat about the importance of starting early, how to educate the younger generation on finances, what Will is doing to help, and much, much more!

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In this episode, our guest host Matthew Hulks chats with Dan Marsh from Seccl and James Priday from P1 Investment Management.

Here, they discuss how technology can plug The Advice Gap and the future of adviser tech.

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In this episode, Dan chats with Fairien Azeem, a money coach and behavioural finance specialist from Australia.

Here, they chat about personal relationships with money, the benefits of being a money coach, how to ask great questions and much more.

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In this episode, Dan chats with Keith Thompson and John Winstanley from Clarion Wealth. 

They chat about how they established strong values at Clarion Wealth, the role of the Non-Executive Director, the Clarion team's wide range of experience and the future of the profession.

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In this episode, Dan chats with Amy Mullen, who is the President of Money Quotient ®, a support service for financial planners to create stronger client relationships using great questions and research.

Here, they chat about the EQ + IQ = MQ equation that her mother, Carol, created, the importance of client relationships and also how to achieve true wealth.

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In this episode, Dan chats with Carol (Kit) Lenzi, who is a CFP Professional and The Financial Analogist from South Africa. 

Here, they chat about the power of analogies and using them with clients, and also goal-based financial planning and financial wellbeing. 

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In this episode, Dan chats with Steve Nelson, Insights Director at the lang cat.

Here, they chat about the stigma around mental health in finance, how as a profession we're getting better at talking about it, and what employers can do to help their team members.

For help when you're struggling to cope, go to https://www.samaritans.org/