In Part One, Sam Sloma, Managing Director of UK financial planning firm Engage FS, shares his journey from lower-league professional footballer to building a 140-family advice business.

We unpack how he launched his IFA firm in 2017 with 25 loyal clients and £180k in first-year revenue, the early operational mistakes that shaped the business, and why he chose - and later questioned - a fixed-fee pricing model.

We also explore his annual "Surge" client review system, lessons from his first acquisition, and how he thinks about scaling a financial planning firm without sacrificing lifestyle.

A candid conversation on fee models, firm growth, and staying calm under pressure.

In this episode of That NextGen Planners Podcast we chatted with Max Tennant. 

Here we discussed; the power of thoughtful client questions, misconceptions about ESG investments and shifting the advice profession's mindset from "Do Nothing" to "Do Something". 

Join our community: www.nextgenplanners.co.uk

In this episode we have Founder and Managing Director of Core Financial Paraplanning Limited, Hannah Wynick. 

We discuss, the huge benefits of outsourced Paraplanning, Taylor's personal experience building it into his offering and the place of Paraplanning in the industry. 

Join our community: www.nextgenplanners.co.uk

In this episode, Dan chats with Gavin Brown from The University of Liverpool and Matthew Buck from Winterbar Associates. 

Here, they have a balanced discussion on the future of Cryptocurrency in the Financial Planning Profession, the future of blockchain, a teaser about a new Cryptocurrency fund, and much more! 

Join our community: www.nextgenplanners.co.uk 

DISCLAIMER: None of the opinions or views stated on this episode should be viewed as a personal recommendation. Any personal recommendations should also be provided by a regulated financial adviser.

In this episode, Dan chats with Lauren Stansell, who is a CFP® at Yeske Buie in the US.

Here, they discuss Lauren's work with helping people live their BIG lives, the power of discovery meetings, her work at FPA NexGen in the USA and much more!

Join our community: www.nextgenplanners.co.uk/community. 

In this episode, Dan chats with Dominika Sieradzka-MacCuirc from RIE Solutions. 

Here, they discuss the power of culture in a financial planning business, how to create one, and the rise of practice managers in our profession. 

Join our community: www.nextgenplanners.co.uk.

In this episode, Dan chats with Yesenia Realejo from Tobias Financial Advisors in Plantation, Florida.

Here, we hear about the type of clients that Yesenia works with and what challenges they face every day, the rise of 'Flexible' Financial Planning, and Yesenia's work with the next generation.

Join our community: https://bit.ly/3ZWtVMV 

In the fourth episode of our Advice Stack Sessions, Adam Carolan chats with Laura Pearson from Storeton Rose. 

Here, they discuss Laura's first year of growing a business, what she's enjoyed and the challenges she's faced, and much more! 

Find out more about Advice Stack: https://bit.ly/3WQ5oaf 

In the third of our Advice Stack Sessions, Adam Carolan chats with Hiren Panchal from Wensons.

Here, they discuss Hiren's journey towards being a business owner, the lessons he learned whilst launching his financial planning business and how people have helped him on the way. 

Find out more about Advice Stack: https://bit.ly/3WQ5oaf 

In the second of our Advice Stack Sessions, Adam Carolan chats with Dale Kirkpatrick and John Sloan from Modulus Financial Planning. 

Here, they discuss how they have started a financial planning business from scratch, the lessons they've learned and why they decided to go with a network, rather than going directly authorised.

Find out more about Advice Stack: https://bit.ly/3WQ5oaf 

In the first of our Advice Stack Sessions, Adam Carolan chats with Jon Doyle from Juniper Wealth. 

Here, they discuss how Jon has built a great financial planning business at Juniper Wealth, the lessons he's learned and how he's come to accept that everyone makes mistakes.

Find out more about Advice Stack: https://bit.ly/3WQ5oaf 

In this episode, Dan G chats with Dan Haylett from TFP Financial Planning. 

Here, they discuss the power of human-focused financial planning and what proper financial planning is, how to use anti-goals with clients, behavioural finance and much more! 

Join our community: www.nextgenplanners.co.uk  

In this episode, Dan chats with Charlie Parker from Albemarle Street Partners. 

Here, they discuss the journey of financial planning as a profession, financial planning during tough times, the future of the profession and much more!

Join us: https://bit.ly/3VOjCHR 

In the first podcast of 2025 the hosts tackle the topic of burnout and attempt to help you avoid it this year.

They discuss; what is burnout, how burnout can happen, and tips for avoiding it. 

Join our community: www.nextgenplanners.co.uk

In this episode, Dan chats with Alex Stedman who is a FinTok Influencer on TikTok at @alexexplainsmoney.

Here, they discuss the new world of financial education and how financial planners can harness the power of TikTok to educate the general public and grow an audience. 

Join our community: www.nextgenplanners.co.uk 

In this episode, Dan chats with Paul Taylor, a financial planner from True Potential.

Here, they discuss the importance of communication skills and negotiation skills, the growth of our profession and where to go to get good advice.

Join our community: https://bit.ly/3gSjRlH 

In this episode, Dan chats with Kye Harris from Perron Financial Group in Australia.

They discuss the blueprints of a great financial planning business, the benefits of working with a partner, the emotional side of money and much more!

Join our community: https://bit.ly/3TWiAIz 

In this episode, Dan chats with Dennis Harhalakis from Cambridge Money Coaching.

Here, they discuss the emotions of financial planning, how to make clients feel safe, what clients are feeling when they meet a financial planner and much more around financial planning and the brain.

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

In this episode, Dan chats with Danielle Pearce from Bespoke Wealth. 

They chat about paraplanning as a career and how we can deal with the supply shortage, the future of paraplanning and also the rise in green investing.

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

In this episode, Dan chats with Becca Timmins from When We Think. 

Here, they discuss The Thinking Environment, how to improve meetings with your team and with clients, and also ways for financial planning businesses to improve their culture.

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

In this episode, Dan chats with Dr Emma Black from Cascade Live Cash Management.

Here, we chat about cash management and what it is, the cost of living crisis, cash as an asset class and much more!

Join our community: https://bit.ly/3TzTjF2 

In this episode, Dan chats with Ryan May from Sound Financial Management in Plymouth. 

Here, they chat about Ryan's journey from Law into Financial Planning, how he is an 'Intrapreneur' and what this means, and much more!

Join our community: https://bit.ly/3AngWIa 

In this episode, Dan chats with Jacqueline Schadeck (@JacquelinePlans) from Atlanta in the United States!

Here, they chat about social media for financial planners, why she decided to write a book, tips for passing the CFP® and much more!

Join our community: https://bit.ly/3QozvlO

In this episode, Dan chats with Thomas Kopelman, a financial planner and co-founder of All Street Wealth in Indiana.

We hear Thomas's extraordinary story about how he gets 90% of his clients as a financial planner through social media! Plus, great tips on content creation, marketing and growing your business.

Join our community: https://bit.ly/3pcvaGw

It's the Christmas Special of That NextGen Planners Podcast. 

In the episode the hosts reflect on 2024, look forward to Christmas and are joined virtually by some top notch guests sharing some words of wisdom. 

Join our community: www.nextgenplanners.co.uk

In this episode, Dan chats with Brian Byrnes who is Head of Personal Finance at Moneybox.

We chat about the cost of living crisis at the moment, how to make financial planning more accessible, and how Moneybox are introducing new ways to get people to think about their financial future.

Join our community: https://bit.ly/3zwDVQA 

In this episode, we chat with Charlotte Phillips-Lynn from Seccl.

Here, Dan chats with Charlotte about how we can make financial services more inclusive and their tips for financial planners on building inclusive businesses.

Check out LGBT Great 👉 https://www.lgbtgreat.com/

In this episode, Dan chats with Bob Veres from the United States, a financial planning commentator and author who has decades of experience in financial planning.

Here, they discuss the current state of financial planning, where we have been, where we're going, and what a modern financial planning business should look like. Plus, great tips on writing!

Join our community: https://bit.ly/3zeLXi7 

In this fascinating episode, Dan chats with Nancy Reid from Tyche Consulting Services in the US.

We chat about the mindset of ultra high-net-worth clients, how they find their purpose and vision when they become wealthy and how impact investing helps them to do good and feel good. 

Join our community: https://bit.ly/3yK1R2r 

In this episode, Dan chats with Rob Harradine and Caroline Duff from Ammonite. 

We discuss how hybrid financial advice is helping to close the advice gap, the role of technology in the future of financial planning and more!

Join our community: https://bit.ly/3yhvhFW 

In this episode, we chat with Andrew Marsham from Fat Loss Forever. 

We discuss how to make sure that you stay fit and healthy when you're a financial planner and how to include fitness into your busy schedule. Plus, much more! 

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

In this episode, Dan chats with Natalia Coe from The Money Charity. 

Here, they chat about the need to educate the general public on their finances, some of the biggest things that are affecting the public finances at the moment and how financial planners can help.

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

In this episode, Dan chats with Phil Courtenay from Humans and Money. 

They discuss the emotional value of advice, how to understand what drives decisions and how to apply all of this to financial planning. 

Join our community: https://bit.ly/3acBedL 

In this episode, Dan chats with Florrie Holloway from Tumelo.  They chat about green investing, the importance of education around this topic and also what investors can do to make a difference by engaging with their investments.  Join our community: www.nextgenplanners.co.uk/join-our-community

In this episode, Dan chats with Lindsey Swanson from Stripper Financial Planning in Northern California.

Here, they discuss how Lindsey works with adult entertainers and the stigma that they receive, why she decided to specialise in this area, and much more!

Join our community: https://bit.ly/3rXxz9M 

In this episode the gang sit down with financial planner Nicola Crosbie. 

They chat about; the process of getting into advice, bringing on a business strategist and focusing on what matters. 

Join our community: www.nextgenplanners.co.uk

In this episode, Dan chats with Karen Malin from The GI Consultant and Naked Compliance.

They discuss the future of compliance, how to work with your compliance consultant and how to master your compliance stuff.

Join the NextGen Planners Community: https://bit.ly/3K0RoTE 

In this episode, Dan chats with Natalie Taylor from Monarch Money.

Here, they discuss Natalie's fresh approach to goals and values, her work as a financial planner and also the amazing software behind Monarch Money and how they are helping to serve those who haven't been able to access advice in the past.

Join our community HERE. 

In this episode, Dan chats with Elizabeth Webb from Fairstone.

Here, they discuss the power of exercise to help make our brains work, how Elizabeth balances being a carer with being a financial planner, and much more!

Join our community HERE.

In this episode, Dan chats with Jenny Madhoo from SpringGen Advice and Acumen Financial Planning.

Here, we discuss how to make money exciting for the next generation and the work that Jenny is doing to make financial planning affordable for those who want it.

Join our community HERE.

In this episode, Dan chats with Chanelle Pattinson from Her Future Bright.

Here, they chat about the best ways to study for and pass financial planning exams, Chanelle's awesome podcast and much, much more.

Join our community: https://bit.ly/364bvCO 

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 we are joined by the one and only George Kinder. 

George joined us virtually to talk about listening, mindfulness and truly connecting with clients.

Join our community: www.nextgenplanners.co.uk

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