Episode 058

Creating a financial planning business for the future with Daniel Priestley

In this podcast, we speak to entrepreneur and best selling author, Daniel Priestley. Daniel is well known for books such as Key Person of Influence and Oversubscribed but also runs a global accelerator called Dent Global.

We ask Daniel a range of questions from what the 5P’s are and how he has seen an Australian Financial Planning firm use it to their advantage. He also talks about where he would start as a Next generation financial adviser and the opportunity in the market from his point of view and some of the trends we need to be aware of.