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The Money and Business Conversations Podcast is the place to be empowered, inspired and become confident in mastering all things money and business, with woo and substance. Learn practical skills and strategies to slay your money fears, change your money story, build a business and life you love. Join your host Fairien Azeem - Financial Educator, Wealth Strategist, Business Coach and award-winning entrepreneur with over 21 years experience, as she teaches you to dream big and create a life o ...
 
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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 tru…
 
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/…
 
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…
 
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…
 
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/…
 
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 #…
 
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://nextgenplann…
 
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/…
 
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/…
 
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://nex…
 
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…
 
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/…
 
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/…
 
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/b…
 
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…
 
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/…
 
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/…
 
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:…
 
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-commu…
 
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…
 
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 s…
 
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 …
 
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 clie…
 
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…
 
Reflecting on the year that was like being on a rollercoaster. A year of learning new things, pivoting, uncertainty, and everything else in between. In this episode, I reflect on the year that was and how to come out of it unscathed. Join me as I share my 5 top tips to help you overcome the financial traumas of 2020 and start 2021 with a positive f…
 
As women we have superpowers, but that doesn't mean we have to do it all. In this episode, I talk about how to work to your strengths and allow other people to help you achieve the life of your dreams. I talk about my journey and the secrets of how I run multiple businesses, home life, and still continue to bring joy in my life. To learn more head …
 
Is it your self-confidence or imposter syndrome that is limiting you from achieving everything you want? In this episode, we discuss how imposter syndrome can not only affect you from showing up but also how it affects your financial success. I also discuss ways to work through and overcome imposter syndrome, so you can shine bright. To learn more …
 
Are you a serial entrepreneur like me? Do you love being your own boss? Building a business and life that you love can be hard and it takes time. In this episode, I reflect on my business journey over the past 21 years, my ups and downs, and how I have created a life and a business that I love. To learn more head to fairienazeem.com.au or download …
 
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