84 episodes

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Listen to Nextgen Planners - Podcast for the future stars of the financial planning profession episodes free and on demand.

    Episode 81: Financial Planning in Dubai with Stuart Ritchie

    Episode 81: Financial Planning in Dubai with Stuart Ritchie

    In this podcast, Rohan is joined by Stuart Ritchie from AES International in Dubai who takes us through his very interesting journey into financial services and how he became a financial planner (via

    Episode 80: Evidence-based Investing with Mark Northway of Sparrows Capital

    Episode 80: Evidence-based Investing with Mark Northway of Sparrows Capital

    In this episode, Rohan chats with Mark Northway from Sparrows Capital about his career so far, his journey with Sparrows Capital, and how they offer a truly innovative offering for financial planners

    Episode 79: #NEXTGEN20 Special with the Two Excited Northerners

    Episode 79: #NEXTGEN20 Special with the Two Excited Northerners

    2 Excited northerners: Conference SpecialIn this episode our 2 Grumpy Northerners (who are now very Excited Northerners) go through the line-up for #NEXTGEN20 and discuss what they're looking forward

    The Morning Commute Podcast - Episode 1

    The Morning Commute Podcast - Episode 1

    In this episode Adam Owen talks to Clemence Chatelin about her career transition to financial planner and her passion for social impact investing and in rewind interview, Gabriella Cotton-Gambara int

    The Morning Commute Podcast - Episode 3

    The Morning Commute Podcast - Episode 3

    In this episode Adam Owen talks to Lisa Johnstone of VWM Wealth about designing business processes around behavioural financial planning and in our rewind interview, Rohan Sivajoti finds out how Just

    The Morning Commute Podcast - Episode 2

    The Morning Commute Podcast - Episode 2

    In this podcast Adam Owen talks to Amyr Rocha-Lima of Holland Hahn and Wills about how his family role models have influenced his approach to financial planning and in our rewind interview, Clemence

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