100 episodes

https://nextgenplanners.co.uk

NextGen Planners NextGen Planners

    • Business
    • 5.0 • 2 Ratings

https://nextgenplanners.co.uk

    The Future of Responsible Investing with Clem Chatelin

    The Future of Responsible Investing with Clem Chatelin

    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/

    • 49 min
    Building a Financially-Literate World with Will Steiner

    Building a Financially-Literate World with Will Steiner

    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

    • 49 min
    Technology & The Advice Gap with Dan Marsh & James Priday

    Technology & The Advice Gap with Dan Marsh & James Priday

    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/ 

    • 55 min
    Money Relationships with Fairien Azeem

    Money Relationships with Fairien Azeem

    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/

    • 37 min
    Building Strong Business Values with Keith and John from Clarion

    Building Strong Business Values with Keith and John from Clarion

    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/ 

    • 51 min
    Creating Stronger Client Relationships with Amy Mullen

    Creating Stronger Client Relationships with Amy Mullen

    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/ 

    • 1 hr 5 min

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