NextGen Planners

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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.

5日前

Not so soft skills with George Kinder

In this episode we are joined by the one and only George Kinder. George joined us virtually to talk about listening, mindfulness and truly connecting with clients. Join our community: www.nextgenplanners.co.uk

35 分鐘
11月15日

Life By Design with Christian Mather

In this episode of That NextGen Planners Podcast we have a great chat with Christian Mather. Here we go into detail about what it takes to set up on your own, the struggles of getting clients initially and building a life that works for you. Join our community: www.nextgenplanners.co.uk

46 分鐘
10月25日

Coaching Conversations with Jo Wall

In this episode of That NextGen Planners Podcast we talk to the brilliant Jo Wall. Here we discuss the challenges of setting up your own business, the distinctions between financial planning and financial coaching as well as some key techniques to strengthen client relationships. Every 2 weeks, we chat to a superstar entrepreneur in the world of financial planning, to hear their stories and gain insights on how to launch a successful financial planning business.

44 分鐘
10月11日

What Not to Wear with The Hosts

In this episode of That NextGen Planners Podcast we the hosts chat about dress code. Here we go into detail about whether what you wear as a financial planner matters, how attitudes have changed and our personal feelings on the topic. Join our community: www.nextgenplanners.co.uk

32 分鐘
9月27日

ESG- Before It Was Cool with Julian Parrott

In this episode of That NextGen Planners Podcast we chat with the brilliant Julian Parrott from Ethical Futures. Here we go into detail about why ethical investing in important, what advisers should be paying attention to and how this space has evolved in recent years. Join our community: www.nextgenplanners.co.uk

49 分鐘
9月13日

Building an evidence-based business with Jonathon Jay

In this episode of That NextGen Planners Podcast, we chat with the awesome Jonathon Jay from Hoxton Wealth. We chat about Hoxton's venture into the UK with Hoxton Wealth, the growth of evidence-based investing, what real financial planning is in Jonathon's opinion, and much more. Join our community: www.nextgenplanners.co.uk

35 分鐘
8月30日

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 分鐘
8月16日

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 分鐘

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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.

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NextGen Planners
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NextGen Planners

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NextGen Planners

Not so soft skills with George Kinder

Life By Design with Christian Mather

Coaching Conversations with Jo Wall

What Not to Wear with The Hosts

ESG- Before It Was Cool with Julian Parrott

Building an evidence-based business with Jonathon Jay

Growing a Life Planning Business with Nila Mistry

Building better client experience with Dan Graham

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資料

你可能也會喜歡

NextGen Planners

單集

Not so soft skills with George Kinder

Life By Design with Christian Mather

Coaching Conversations with Jo Wall

What Not to Wear with The Hosts

ESG- Before It Was Cool with Julian Parrott

Building an evidence-based business with Jonathon Jay

Growing a Life Planning Business with Nila Mistry

Building better client experience with Dan Graham

關於

資料

你可能也會喜歡