NextGen Planners

NextGen Planners
  • 4.4 (47)
  • CAREERS
  • UPDATED WEEKLY
NextGen Planners Podcast

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.

  1. Growing a Life Planning Business with Nila Mistry

    30 AUG

    Growing a Life Planning Business with Nila Mistry

    In this episode of That NextGen Planners Podcast, we chat with the awesome Nila Mistry, who runs Prosperity Life Planning. We chat about the difference between financial advice and financial planning, how to grow a financial planning business that focuses on life planning, and tips for being a great financial life planner.  Join our community: www.nextgenplanners.co.uk

    34 min
  2. Building better client experience with Dan Graham

    16 AUG

    Building better client experience with Dan Graham

    In this episode of That NextGen Planners Podcast, we chat with Chief Designer at docVinci and Head of Marketing at NextGen Planners, Dan Graham. We chat about lots of topics including building a world class client experience, the importance of brand and standing out, marketing, personal brand, AI and much, much more! 🙌

    42 min
  3. Scaling Quickly with Sean McDermott and Vicki Langdon

    2 AUG

    Scaling Quickly with Sean McDermott and Vicki Langdon

    In this episode of That NextGen Planners Podcast we chat with the award-winning Sean & Vicki from Lightside Financial Planning. Here we chat about about how Sean & Vicki have grown Lightside Financial Planning, the pros and cons of having lots of clients and the lessons they have learned along the way. Join our community: www.nextgenplanners.co.uk

    42 min
  4. Do Awards Matter? with Sarah Elson

    19 JUL

    Do Awards Matter? with Sarah Elson

    In this episode of That NextGen Planners Podcast hosts Amelia, Taylor and Clara chat with Sarah Elson co-founder of Berry and Oak.  Here they dive into detail about; whether awards are fair, what awards should exist and some tips for winning.  Join our community: www.nextgenplanners.co.uk

    32 min
  5. Meet the Hosts with Taylor Beavis

    5 JUL

    Meet the Hosts with Taylor Beavis

    In this episode of the brand new That NextGen Planners Podcast meet one of the two brand new co-hosts.  First up is Taylor Beavis. Amelia and Clara chat to Taylor about who he is, what he does and why he does it.  Join our community: www.nextgenplanners.co.uk

    26 min
  6. Meet the Hosts with Clara Metcalfe

    5 JUL

    Meet the Hosts with Clara Metcalfe

    In this double release for the new That NextGen Planners Podcast we meet our other brilliant co-host Clara Metcalfe Amelia and Taylor chat to Clara about who she is, what she does and why she does it.  Join our community: www.nextgenplanners.co.uk

    22 min

  7. 26 JUN

    Using Tech Smartly in Financial Planning with Adam Owen

    In this episode of the NextGen Planners TechStack ® Podcast, Francois du Toit chats with Adam Owen.  Here they discuss; the ever-evolving landscape of financial planning, the increasing role of AI in content production and the importance of mindful technology use. Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

    34 min

  8. 21 JUN

    DFM Dynamics with Peter Clark

    In this episode of the NextGen Planners Podcast Amelia talks with the CEO of Bentley Reid, Peter Clark.  Here they discuss; the DFM landscape right now, the evolution of client expectations and the role of technology.  Join our community: www.nextgenplanners.co.uk

    42 min
See All (263)

4.4
out of 5
47 Ratings

About

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.

Information

  • Creator
    NextGen Planners
  • Years Active
    2016 - 2024
  • Episodes
    263
  • Rating
    Clean
  • Copyright
    © 2024 NextGen Planners
  • Show Website
    NextGen Planners

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