The Plannex Podcast

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. Join our community: www.nextgenplanners.co.uk

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. Join our community: www.nextgenplanners.co.uk

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. Join our community: www.nextgenplanners.co.uk

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. Join our community: www.nextgenplanners.co.uk

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. Join our community: www.nextgenplanners....

In this episode Dan chatted with Ross Marino a financial planner and Founder and CEO of Advisor2X. Here they discussed, using a human first approach, how to adapt to identity changes and financial planning as a therapeutic process. Join our community: www.nextgenplanners.co.uk

In this episode Dan chatted to Dr. Mary Bell Carlson who is a financial behaviour expert, speaker and author. Here they discussed stress and emotion around money, understanding different parts of the brain and what money smells like. Join our community: www.nextgenplanners.co.uk

In this episode Dan chatted to Lesley Li who is the CEO and co-founder of U Impact. Here they discussed the emotional side of money, understanding financial education in a creative way and demystifying the world of sustainable investing. Join our community: www.nextgenplanners.co.uk

In this episode Dan chatted with Santiago Burridge, the co-founder and executive chairman at Lumiant. Here they discussed changing the profession, scaling client-centric advice and understanding that you don't have a better product, but you can have a better connection. Join our community: www.nextgenplanners.co.uk

In this episode Dan chatted with Lisa Conway Hughes who is a financial planner at Westminster Wealth Management as well as an author and speaker. Here, they discussed how to grow a network, why not to waste time on things that aren't right for you and the need to change the industry to suit consumer needs (and not vice versa). Join our community: www.nextgenplanners.co.uk

In this episode, Dan talked to Brendan Frazier, who is the Founder of Wired Planning. Here, they discussed how to align technical skills with the human side of planning, putting questions in context and the idiosyncratic importance of money. Join our community: www.nextgenplanners.co.uk

In this episode Dan chatted to Mary Waring, a financial planner who specialises in dealing with women who are going through divorce. Here they discussed the emotional aspect of guiding women through divorce, encouraging clients to spend money and getting more women into the industry. Join our community: www.nextgenplanners.co.uk

In this episode, Dan chats with Warren Shute, financial planner and author from Lexington Wealth Management. They discuss the real value of financial planning, how we can solve the financial education gap, tips for writing a book, and much, much more! Join our community: www.nextgenplanners.co.uk .

In this episode, Dan chatted with Emily Binder, who is a voice marketing specialist at Beetle Moment Marketing. Here, they discussed the future of voice marketing, how financial planners can use this tool to their advantage, and also how financial planners can use podcasts as part of their marketing arsenal. Join our community: www.nextgenplanners.co.uk .

In this episode, Dan chats with Ruth Handcock from Octopus Group. Here, they chat about the future of technology in financial planning, the future of sustainable investing, how we can make a dent in the advice gap and much more! Join our community: www.nextgenplanners.co.uk.

In this episode, Dan chats with Gavin Brown from The University of Liverpool and Matthew Buck from Winterbar Associates. Here, they have a balanced discussion on the future of Cryptocurrency in the Financial Planning Profession, the future of blockchain, a teaser about a new Cryptocurrency fund, and much more! Join our community: www.nextgenplanners.co.uk DISCLAIMER: None of the opinions or views...

In this episode, Dan chats with Lauren Stansell, who is a CFP® at Yeske Buie in the US. Here, they discuss Lauren's work with helping people live their BIG lives, the power of discovery meetings, her work at FPA NexGen in the USA and much more! Join our community: www.nextgenplanners.co.uk/community .

In this episode, Dan chats with Dominika Sieradzka-MacCuirc from RIE Solutions. Here, they discuss the power of culture in a financial planning business, how to create one, and the rise of practice managers in our profession. Join our community: www.nextgenplanners.co.uk.

In this episode, Dan chats with Yesenia Realejo from Tobias Financial Advisors in Plantation, Florida. Here, we hear about the type of clients that Yesenia works with and what challenges they face every day, the rise of 'Flexible' Financial Planning, and Yesenia's work with the next generation. Join our community: https://bit.ly/3ZWtVMV

In the fourth episode of our Advice Stack Sessions, Adam Carolan chats with Laura Pearson from Storeton Rose. Here, they discuss Laura's first year of growing a business, what she's enjoyed and the challenges she's faced, and much more! Find out more about Advice Stack: https://bit.ly/3WQ5oaf

In the third of our Advice Stack Sessions, Adam Carolan chats with Hiren Panchal from Wensons. Here, they discuss Hiren's journey towards being a business owner, the lessons he learned whilst launching his financial planning business and how people have helped him on the way. Find out more about Advice Stack: https://bit.ly/3WQ5oaf

In the second of our Advice Stack Sessions, Adam Carolan chats with Dale Kirkpatrick and John Sloan from Modulus Financial Planning. Here, they discuss how they have started a financial planning business from scratch, the lessons they've learned and why they decided to go with a network, rather than going directly authorised. Find out more about Advice Stack: https://bit.ly/3WQ5oaf

In the first of our Advice Stack Sessions, Adam Carolan chats with Jon Doyle from Juniper Wealth. Here, they discuss how Jon has built a great financial planning business at Juniper Wealth, the lessons he's learned and how he's come to accept that everyone makes mistakes. Find out more about Advice Stack: https://bit.ly/3WQ5oaf

In this episode, Dan G chats with Dan Haylett from TFP Financial Planning. Here, they discuss the power of human-focused financial planning and what proper financial planning is, how to use anti-goals with clients, behavioural finance and much more! Join our community: www.nextgenplanners.co.uk

In this episode, Dan chats with Charlie Parker from Albemarle Street Partners. Here, they discuss the journey of financial planning as a profession, financial planning during tough times, the future of the profession and much more! Join us: https://bit.ly/3VOjCHR