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

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

    Episode 75 - Mark Mersman with his views on marketing your advice firm

    Episode 75 - Mark Mersman with his views on marketing your advice firm

    In this podcast, Rohan from NextGen and Mark from USA Financial take a look at how marketing can be done well and done easily by owners of advice firms. Mark is the Chief Marketing Officer at USA Fin

    Special Episode 74 - Fees & Charging with The Two Grumpy Northerners, Gretchen Betts and Sam Sloma

    Special Episode 74 - Fees & Charging with The Two Grumpy Northerners, Gretchen Betts and Sam Sloma

    In this episode, Adam and Rohan discuss fees and charging with NextGen members Gretchen Betts of Magenta and Sam Sloma of Engage. With fees and charging being such a toxic topic on Twitter these days

    Episode 73 - Tony Bates on Recruitment and Diversity

    Episode 73 - Tony Bates on Recruitment and Diversity

    In this podcast, Rohan from NextGen and Tony from IDEX Consulting delve into the world of recruitment, what employers are looking for, what's most important to candidates and how to write a good

    Special Episode 72 - The Two Grumpy Northerners Reminisce

    Special Episode 72 - The Two Grumpy Northerners Reminisce

    We gave our lovely members the opportunity to ask us some questions which would be discussed by two of our co-founders Rohan SIvajoti and Adam Carolan in the next NextGen Planners podcast.They certai

    Episode 71 - Andrew Swan on legal dealings with the FCA (as a career)

    Episode 71 - Andrew Swan on legal dealings with the FCA (as a career)

    Andrew Swan is Partner and Head of regulation and financial crime for Short Richardson & Forth LLP - a fantastic law firm based in Newcastle upon Tyne. He deals specifically with the Regulator, i

    Episode 70 - Martin Mellor on the transition from the corporate world to running your own firm

    Episode 70 - Martin Mellor on the transition from the corporate world to running your own firm

    In this episode, Rohan speaks to Martin Mellor from the award-winning Mellor Financial Management.This episode covers a very NextGen topic of starting your own business and being a young entrepreneu

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