NextGen Planners

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

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. Your Myths on ESG Portfolios Debunked with Max Tennant

    20 JUN

    Your Myths on ESG Portfolios Debunked with Max Tennant

    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

    36 min
  2. Money and Millenials with Iona Bain

    30 MAY

    Money and Millenials with Iona Bain

    In this episode of That NextGen Planners Podcast we are joined by the brilliant Iona Bain.  We discuss misconceptions about Millennials and Gen Z's financial habits, barriers to wealth building, and the impact of social media on young people's financial knowledge. Join our community: www.nextgenplanners.co.uk

    45 min
  3. TikTok’s Surprising Wealth Demographic with Ian Dempsey

    16 MAY

    TikTok’s Surprising Wealth Demographic with Ian Dempsey

    In this episode of That NextGen Planners Podcast we talk to Ian Dempsey.  Here we discuss; harnessing social media, building trust with clients online and the power of personal branding.  Join our community: www.nextgenplanners.co.uk

    42 min
  4. Business Benefits of Inclusion with Charlotte Phillips-Lynn

    28 APR

    Business Benefits of Inclusion with Charlotte Phillips-Lynn

    In this episode of That NextGen Planners Podcast we sit down with Charlotte Phillips-Lynn.  We chat about; the importance and impact of diversity, inclusion, and equity in financial services, practical steps firms can take to become more inclusive and why creating genuinely welcoming workplaces benefits both individuals and businesses. Join our community: www.nextgenplanners.co.uk

    33 min
  5. State of the Adviser Nation with Steve Nelson

    4 APR

    State of the Adviser Nation with Steve Nelson

    In this episode we chat with Steve Nelson, Insight Director at The Langcat. We discuss the data in the latest Langcat report, what trends are emerging now and what the future for the profession might look like.  Join our community: www.nextgenplanners.co.uk

    49 min
  6. The 'Secret' about Manifesting with Jon Dunckley

    21 MAR

    The 'Secret' about Manifesting with Jon Dunckley

    In this episode of That NextGen Planners Podcast we talk to the brilliant Jon Dunckley.  We chat about; the importance of curiosity in financial planning, psychology's role in enhancing client relationships and explore the role of neuroscience in manifesting and stress management. Join our community: www.nextgenplanners.co.uk

    40 min
  7. Why 50% of Women Aren't Investing in Their Future with Elisabeth Prager

    7 MAR

    Why 50% of Women Aren't Investing in Their Future with Elisabeth Prager

    In this episode we are joined by co-founder of Aila Money, Elisabeth Prager.  We discussed the gender wealth gap, how education can empower women financially and the role of fintech in supporting traditional financial advice. Join our community: www.nextgenplanners.co.uk

    59 min
  8. Two-Thirds of Advisers Are Unhappy With Their Providers with Ash Weston

    21 FEB

    Two-Thirds of Advisers Are Unhappy With Their Providers with Ash Weston

    In this episode of the NextGen Planners Podcast we chat to Ash Weston, Head of Managed Portfolio Services at 8am Global. Here we chat about the relationship between financial advisers and DFMs, the challenges of data transparency and reporting in the DFM industry and the age old question of whether a monkey or kangaroo would win in a fight.  Join our community: www.nextgenplanners.co.uk

    38 min
See All (282)

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 - 2025
  • Episodes
    282
  • Rating
    Clean
  • Copyright
    © 2024 NextGen Planners
  • Show Website
    NextGen Planners

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada