The Plannex Podcast

In 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!

In 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!

In 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!

In 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 mov...

In 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!

In this episode, Rohan chats with Sam Sloma from Engage FS, who appeared on the podcast a few years ago at the very start of his journey as a financial planning business owner. Here, they catch-up on how things have been, as well as discussing a hot topic at the moment amongst financial planners - surge meetings. Enjoy!

In this episode, Dan chats with Andrew Lane from Money & Wealth Management in Australia. They talk about Andrew's career so far, the state of financial planning in Australia, and the opportunities for financial planners around the world to break the mould and do their own thing. Enjoy!

In this episode, Dan chats with the brilliant Olivia Parnell, who is a trainee financial planner and also half of the Financial Changemakers Podcast. They discuss the state of diversity and inclusion in the financial planning profession, the privilege that we all have, why allyship is important, and how to open up the line of communication on this essential topic. Enjoy!

In this episode, Dan speaks to Pauline Johnson-Zielonka PhD, who is a social psychologist and the author and founder of Retirement Life Plan. They have a fascinating discussion covering the psychology behind retirement, the four different areas that Polly thinks are important when people are retiring, plus how financial planners can help their clients ease the transition into retirement. Enjoy!

In this episode, Dan chats with George Agan of Pension Help, who is also the man behind Principles Personal Finance, an education project which has just been launched for the public. They also chat about the importance of financial education, alongside what financial planners can do to educate the general public about money. Enjoy!

In this episode, Dan speaks to Laura Purkess, New Model Adviser Journalist and NextGen Planners Financial Journalist of the Year 2020. They discussed the story-writing process, how PR can be a great tool for financial planners, how she gets the scoops that she's known for, and where she intends to get to in the future. Enjoy!

In the first episode of 2021, Dan speaks to the multiple award-winning paraplanner Chloe Moran from the multiple award-winning financial planning firm boosst. They discussed the tips and tricks of producing great award entries, how we can engage with and educate the next generation, and what financial planners can be doing to encourage diversity in our profession. Enjoy!

In this episode, Dan speaks to Louis van der Merwe CFP ® who is a financial planner and the owner of Wealthup in Western Cape, South Africa. We discuss: How financial planners can become sidetracked by technology The state of financial planning in South Africa Some tips on completing the CFP Much, much more… Enjoy!

In this podcast, our Head of Community Experience and Marketing Dan is joined by Alizé Marchand, Co-Founder and CEO of Impresm Digital Marketing Agency in Zurich.

In this episode, our Director and Head of Innovation spoke to Kate Holmes of Innovating Advice in Las Vegas.

In this episode, Rohan spoke to Katie Moss, who is the Managing Director of Otium Concierge.

In this episode, Rohan is joined by Derek Notman from Wisconsin, CFP, Virtual Financial Planner and founder of Conneqtor.

In this episode, Adam & Roger go through how they met at the XYPN Conference in Dallas, being a business owner, making mistakes and how his firm have dealt with lockdown.

In this episode, Rohan talks to Stuart Ritchie of AES International about the financial planning community in Dubai.

In this episode, Rohan chats with Mark Northway from Sparrows Capital about his career so far, his journey with Sparrows Capital, and how they offer a truly innovative offering for financial planners.

In this episode our 2 Grumpy Northerners (who are now very Excited Northerners) go through the line-up for #NEXTGEN20 and discuss what they're looking forward to the most.

In this episode, Adam is joined by Vanessa Ugatti – The True Worth Expert to chat about charging what you're worth and what you deserve.

Steve Martin joins us again for his second NextGen Planners Podcast. He appeared on Episode 12 and is back to give us an update during the COVID-19 crisis.

In this podcast, Rohan from NextGen and Mark from USA Financial take a look at how marketing can be done well and done easily by owners of advice firms

In this episode, Adam and Rohan discuss fees and charging with NextGen members Gretchen Betts of Magenta and Sam Sloma of Engage.