In this episode of The Openwork Graduate Podcast, hosted by Toluwa Olusola as well as co-host Georgia Westwood, we are joined by Dan Graham, Head of Community Experience and Marketing at NextGen Planners and Chantelle Dean, Financial Adviser at St. Barts Finance.
In our discussion we explore Chantelle’s career journey and Dan’s role at NextGen Planners and their mission in attracting the next generation of advisers. We also explore, how we can bridge the gap to attract the next generation of financial advisers.