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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning.Every fortnight, we chat with a guest from the financial planning profession, hearing their stori... more
FAQs about NextGen Planners:How many episodes does NextGen Planners have?The podcast currently has 369 episodes available.
March 08, 2021Women in Finance with Sam SecombIn this episode for International Womens Day, our very special guest host Emily Pool chats with Sam Secomb from Women's Wealth. Here, they discuss the position of women in financial planning, how to get more women into the profession and how to give better financial advice to women. Find out more about IWD: https://www.internationalwomensday.com/...more51minPlay
March 05, 2021Blast Off Series: Knowing your Why Ben BaldwinIn the next episode of the Blast Off series, Rohan chats with Ben Baldwin from STEM Financial. Here, they discuss knowing your why, how to identify who to work with, and some tips for deciding whether or not to launch your financial planning firm. Find out more about Blast Off: https://bit.ly/3sJAXTI...more32minPlay
March 02, 2021Finding the Right Support Network with Jo LittleIn the first episode in our Blast Off Series, Rohan chats with Jo Little from Emery Little and Eelah. Here, they chat about Jo's tips for starting a financial planning business, from finding the right support network to finding out who you really want to work with. The next cohort of the Blast Off Programme goes live in April. Find out more: https://nextgenplanners.co.uk/blast-off/...more39minPlay
February 26, 2021Integrating Adviser Technology with Rich WeatherburnIn this episode, Dan chats with Rich Weatherburn from 313 Financial in Durham. Here, they chat about the financial planning profession and how it links to personal training, the best parts about running a financial planning firm and how technology can revolutionise financial planning. Join our community: https://nextgenplanners.co.uk/join-our-community/...more45minPlay
February 23, 2021Being a Young Entrepreneur with Dasarte YarnwayFor our 100th episode, Dan chats with Dasarte Yarnway from the United States, who is the co-founder and owner of Berknell Financial Group. Here, they chat about why Dasarte thinks should start a business at a young age and take risks whilst you have time. They also chat about fee structures, book-writing, content and the profession generally. Enjoy!...more45minPlay
February 19, 2021How to Streamline Your Process with Stuart MangionIn this episode, Dan chats with Stuart Mangion from Blue Ocean Financial Services in Australia. Here, they chat about the importance of streamlining the financial planning process, financial education, coffee cups and how to find the right balance. Enjoy!...more57minPlay
February 16, 2021Open Banking with Christian BurginIn this episode, Dan chats with Christian Burgin, co-founder of Visible Capital in Edinburgh, UK. They discuss the open banking and fintech trend, and how it perhaps hasn't kicked off as much as we thought it would have done a few years ago. Enjoy!...more40minPlay
February 12, 2021Being Yourself with Kunle OlafareIn this episode, Dan chats with Kunle Olafare, CEO of SK Financial, a financial planning firm in London. Here, they chat about the need for authenticity in financial planning, how we can give back to the wider community, and some awesome music recommendations. Enjoy!...more51minPlay
February 09, 2021How to Beat the Scroll ™ with Chloë CloverIn this episode, Dan chats with the award-winning Chloë Clover from the award-winning film production company, Wander Films, in Middlesborough. They chat about how financial planners can Beat the Scroll ™ on social media and stand out amongst the crowd. Also discussed were the best content to use as financial planners, why video testimonials work so well, and what is the best Quentin Tarantino movie. Enjoy!...more46minPlay
February 05, 2021Shout About the Good Stuff with Francois du ToitIn this episode, Dan chats with Francois du Toit from PROpulsion in South Africa. They discuss how we can raise the reputation of the profession, content creation, and much, much more. Enjoy!...more58minPlay
FAQs about NextGen Planners:How many episodes does NextGen Planners have?The podcast currently has 369 episodes available.