78 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 78 - Micro-habits with Matt Anderson

    Episode 78 - Micro-habits with Matt Anderson

    In this episode, Rohan speaks with Matt Anderson from Chicago, USA.Matt Anderson is a Mastermind leader, speaker, author and podcast host. He works with financial advisers on how to get referrals fro

    Episode 77 - Charging what you're worth with Vanessa Ugatti

    Episode 77 - Charging what you're worth with Vanessa Ugatti

    In this episode, Adam is joined by Vanessa Ugatti - The True Worth Expert to chat about charging what you're worth and what you deserve.Vanessa helps professionals to generate more revenue, have

    Episode 76 - Leadership and Learning with Steve Martin

    Episode 76 - Leadership and Learning with Steve Martin

    Steve Martin joins us again for his second NextGen Planners Podcast. He appeared on Episode 12 and is back to give us an update during the COVID-19 crisis.In this latest episode, Steve talks about: T

    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

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