The Plannex Podcast

In this episode, Dan chats with Shaun Doherty from The 555 Club. Here, they discuss how to use breath work, meditation and gratitude to bring back focus and to live in the moment throughout your day. Join our community: https://www.nextgenplanners.co.uk/join-our-community

In this episode, Dan chats with Yan Swiderski from The Global Returns Project. Here, they discuss Symbiotic Wealth Management, what the future of sustainable investing holds for financial planners and getting buy-in for your projects. Join our community: https://www.nextgenplanners.co.uk/join-our-community

In this episode, Dan chats with Damien Lardoux and Louisiana Salge from Impact Investing specialists EQ Investors. Here, they discuss the future of sustainable investing, how financial planners can talk about it with their clients and also how to build a sustainable investment proposition. Join our community: https://www.nextgenplanners.co.uk/join-our-community

In this episode, Dan chats with H. Adam Holt from Asset Map in Philadelphia. Here, they chat about the traditional financial plan and how presenting it in the old way doesn't work anymore. Plus, they talk about the awesome tool Asset Map, the future of financial planning and much more! Join our community: https://www.nextgenplanners.co.uk/join-our-community

In this episode, Dan chats with Ray Adams from Niche IFA and CashCalc. Here they discuss the art of simplicity in everything we do, alongside some tips for using cashflow modelling properly and much more! Join our Community: https://www.nextgenplanners.co.uk/join-our-community

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/

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

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 hear...

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

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! Join our community: https://bit.ly/3loSChB

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

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

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

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. Join our community: https://nextgenplann...

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

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/