NextGen Planners

NextGen Planners

Fresh, global insights on financial planning from financial planners, every week.

On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession.

All Episodes

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 

Dec 3

45 min 31 sec

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 

Nov 26

48 min 23 sec

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 

Nov 19

1 hr

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

Nov 12

1 hr

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

Oct 29

49 min 7 sec

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 

Oct 15

49 min 53 sec

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/ 

Oct 8

38 min 54 sec

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/

Oct 1

45 min 44 sec

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 heard from him on what he loves the most about our community. Join Taylor and hundreds of others: nextgenplanners.co.uk/join-our-community/

Sep 24

53 min 15 sec

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/

Sep 17

49 min 57 sec

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

Sep 10

49 min 24 sec

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/ 

Sep 3

55 min 25 sec

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/

Aug 27

37 min 46 sec

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/ 

Aug 13

51 min 52 sec

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

Aug 6

1 hr 5 min

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/ 

Jul 23

43 min 50 sec

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/ 

Jul 16

1 hr 3 min

In this episode, our guest host Ilze Skendere talks to Kate Capocci from Smith & Williamson. Here, they chat about Kate's specialist area - responsible investing - and how financial planners can talk about it with their clients, and also the future of responsible investing. Join our community HERE.

Jul 9

33 min 1 sec

In this episode, Dan chats with Robert Sofia from Snappy Kraken in the United States. Here, they chat about marketing for financial planners and how to make your financial planning business stand out in a noisy, forgetful world. Join our community: https://nextgenplanners.co.uk/join-our-community/

Jul 2

59 min 52 sec

In this episode, Dan chats with Danika Waddell from Xena Financial Planning in Seattle. Here, they chat about why Danika launched a virtual financial planning business, what she's doing do increase financial empowerment for all women and what we can do to create a more inclusive society. Grab tickets for #NEXTGEN21: https://bit.ly/3bK3EcX

May 21

40 min 10 sec

In this episode, Dan chats with Rizanne Oosthuisen from Profileme in South Africa.  Here, they chat about the importance of word of mouth, referrals and how financial planners can use it to their advantage. Grab tickets to see Rizanne at #NEXTGEN21: https://bit.ly/3ffBnw1 

May 14

51 min 19 sec

In this episode, Dan chats with Scott Frank from Stone Steps Financial in California. Here, they chat about the importance of silence when having conversations with clients and allowing them the space to share what they're truly thinking. Join our community: https://nextgenplanners.co.uk/join-our-community/ 

May 7

55 min 28 sec

In this episode, Dan chats with Lisa Perry from PWH Wealth Group in South Africa. Here, they chat about Lisa's career in finance so far, how she's using behavioural coaching with her clients and what she will be chatting about at the #NEXTGEN21 Global Conference in June. Grab tickets for #NEXTGEN21: https://buytickets.at/nextgenplanners/484194 

May 4

45 min 16 sec

In this episode, Dan chats with Penny Phillips from Thrivos Consulting in New York.  Here, that discuss how to launch a business, the biggest challenges that financial planning business owners face, and how to become a leader in your financial planning business. Join our community: https://nextgenplanners.co.uk/join-our-community/ 

Apr 30

57 min 7 sec

In this episode, Dan chats with Nicola Beswick, a financial planner from Melbourne, Australia. Here, they discuss Nicola's career change into financial planning, how she has built her personal brand, and what being a confidante for her client truly means. Grab tickets for the #NEXTGEN21 Conference: https://bit.ly/3npa6dY

Apr 27

45 min 59 sec

In this episode, Dan chats with Russell Ho, a financial planner, podcast host, public speaker and all-round great guy from South Africa. They chat about Russell's entry to the profession, his extremely personal reason for doing what he does, how he came up with his 'Financial Advice Made Easy' tagline, and much, much more.  Find out more about the #NEXTGEN21 Conference: https://nextgenplanners.co.uk/conference/ 

Apr 23

1 hr 4 min

In this episode, Dan chats with Lottie Kent from True Financial Design, which is a financial planning firm based in Harrogate. Here, they have a really interesting discussion about niching and the benefits of it, and why Lottie chose to niche and work with divorced women rather than the wider general public. Join our community: https://nextgenplanners.co.uk/join-our-community/ 

Apr 20

48 min

In this episode, Dan chats with Joe Froud from Best Life Financial Planning and the Retirement Planning Academy.  Here, they chat about launching a business during COVID, the need for financial coaching from clients and the transition from paraplanner to financial planner.  Find out more about our community: https://nextgenplanners.co.uk/ 

Apr 16

44 min 14 sec

In this episode, Dan chats with Arnaud Malherbe from PSG Wealth in South Africa.  Here, they chat about Arnaud's move from athletics into financial planning, his opinions on the value of advice and what we can do to raise the reputation of financial planning. Find out more about #NEXTGEN21: https://nextgenplanners.co.uk/conference/ 

Apr 13

53 min 24 sec

In this episode, Dan spoke with Nick Elston who is a public speaker on the lived experience of mental health. Here, they chatted about the importance of self-care, why financial planners suffer from burnout and some tips for working on your mental health at work. Find out more about joining our community, of which Nick is part of, here: https://nextgenplanners.co.uk/join-our-community/ 

Apr 9

52 min 40 sec

In this episode, Dan chats with Camilla Rogers from fifty50 Coaching in Oxfordshire. Here, they chat about creating mentally healthy habits in your financial planning business, the state of workplace wellbeing, what it takes to be a great coach and much more. Find out more about NextGen Planners: www.nextgenplanners.co.uk

Mar 30

57 min 5 sec

In the final episode of our Blast Off Series, Dan chats with Keith Boyes from Spentwell in Edinburgh. Here, they chat about the best and most challenging parts of being a financial planning business owner, including needing to wear different hats at different times. Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/ 

Mar 26

50 min 14 sec

In Episode 7 of our Blast Off Series, Rohan chats with Tom Morris from Ovation Finance in Bristol. Here, they chat about becoming employee-owned as a financial planning firm, his work with the IFW, and some of the challenges of becoming a business owner.  Find out more about Blast Off here: https://nextgenplanners.co.uk/blast-off/

Mar 23

55 min 40 sec

In the latest episode in our Blast Off Series, Rohan chats with Rebecca Andrew from Eleven:Eleven Financial.  Here, they discuss Rebecca's journey so far, how she constantly reminds herself of her vision and big picture, and also the challenges of launching a financial planning business. Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/

Mar 19

35 min 50 sec

In the next episode of our Blast Off Series, Rohan chats with Jess Brady from Fox and Hare in Australia. Here, they chat about the lessons that Jess learned from launching her financial planning business, what she would do differently, and some tips for those launching their own financial planning business.  Find out more about Blast Off here: https://nextgenplanners.co.uk/blast-off/

Mar 16

42 min 24 sec

In the fourth episode of our Blast Off Series, Rohan chats with Rich Ellis from Ellis Davies Financial Planning in Bristol. Here, they discuss how to hire, how to launch a financial planning business with a business partner, and also the importance of a business plan. Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/ 

Mar 12

27 min 47 sec

In the next episode of our Blast Off Series, Rohan speaks to Lisa Johnstone from VWM Wealth in Scotland.  Here, they discuss how Lisa was involved in a successful succession plan and a few of Lisa's tips on running a thriving financial planning firm. Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/

Mar 9

57 min 50 sec

In 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/

Mar 8

50 min 12 sec

In 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

Mar 5

31 min 20 sec

In 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/

Mar 2

38 min 21 sec

In 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/

Feb 26

44 min 21 sec

For 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!

Feb 23

44 min 1 sec

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!

Feb 19

56 min 17 sec

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!

Feb 16

39 min 41 sec

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!

Feb 12

50 min 3 sec

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 movie.  Enjoy!

Feb 9

45 min 5 sec

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!

Feb 5

57 min 59 sec

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!

Feb 2

41 min 6 sec

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!

Jan 29

44 min 16 sec

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!

Jan 26

57 min 14 sec