In this episode Dan chatted with Fractional Chief Evangelist to B2B Wealthtech Brands, Diana Cabrices. 

Here they talked about the role of brand ambassadors, how to identify them and how to cultivate meaningful relationships. 

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In this episode Amelia chatted with Psychologist, Family Wealth Consultant and Coach, Dr Moira Somers. 

Here they talked about; the concepts of nudge and sludge, the impact of dark patterns and behavioural factors in decision making. 

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In this episode Amelia talked to Marc Hendriks, Chief Investment Officer at Green Growth Investments Ltd.

Here they discussed; where to put your money to make a difference, how to wade through the data and what the future looks like. 

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In this episode Adam Owen chatted with Chris Budd, founder of the Institute for Financial Wellbeing and author of two financial wellbeing books. 

Here they talked about the intricate link between happiness and our interactions with money, understanding our own mental landscape and how good financial planning can support a positive outcome.

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In this 200th episode of the NextGen Planners Podcast Amelia sat down with Isobel Cowell, Head of Social at the global personal branding agency, Kurogo. 

Here they talked about; the importance of personal branding in 2023, the many pitfalls of social media and how to take the first step. 

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In this episode Amelia talked to Adam Prestwood, Operations Director at P1 Investment Management. 

Here they discussed, the frustrations planners have with platforms, where the client fits in and what the platform space might look like in the future. 

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In this episode Amelia chatted with Gurdit Singh, co-founder of Fintegrate and managing director of Chameleon Financial Planning.

Here they chatted about creating tech for the financial planning profession, seeing this revolution from both sides and the future of financial technology. 

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In this episode Amelia chatted with Sarah Marks, CEO of financial education charity RedSTART. 

Here they discussed, why financial education is so important for young people right now, how it can affect real social change and also how financial education is having to evolve.

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In this episode Dan chatted with Dr Kristy Archuleta, a Professor in Financial Planning and an internationally recognised scholar in the development of financial therapy.

Here, they discussed what effective financial planning looks like, understanding clients behaviour and how being therapeutic just means being human. 

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In this episode Dan chatted with Ola Majekodunmi, the Founder of All Things Money, an online platform designed to provide young adults with some of the financial tools needed to help navigate the adulting world. 

Here, they discussed, the significance of financial literacy in young people, the unreliability of the profession and how to narrow the advice gap. 

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