NextGen Planners

Mar 07 2025 276 ep. 47 mins 26
NextGen Planners Podcast artwork

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.

  Business
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


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

Mar 07 2025 58 mins  
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

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

Feb 21 2025 37 mins  
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.

95% of advisers are making this pricing mistake with Karl Dines

Feb 07 2025 46 mins  
In this episode we are joined by Karl Dines. Karl works with UK Financial Services Firms on a consultancy basis with his firm Open Door Policy Building Propositions. In this episode we explore the importance of understanding and documenting the true cost of financial advice, how firms often underestimate their costs of service delivery and the challenges of pricing models. Join ou

Why Taylor Outsources Paraplanning with Hannah Wynick

Jan 24 2025 37 mins  
In this episode we have Founder and Managing Director of Core Financial Paraplanning Limited, Hannah Wynick. We discuss, the huge benefits of outsourced Paraplanning, Taylor's personal experience building it into his offering and the place of Paraplanning in the industry. Join our community: www.nextgenplanners.co.uk

Burnout Busters with The Hosts

Jan 10 2025 35 mins  
In the first podcast of 2025 the hosts tackle the topic of burnout and attempt to help you avoid it this year. They discuss; what is burnout, how burnout can happen, and tips for avoiding it. Join our community: www.nextgenplanners.co.uk

Christmas Special

Dec 20 2024 39 mins  
It's the Christmas Special of That NextGen Planners Podcast. In the episode the hosts reflect on 2024, look forward to Christmas and are joined virtually by some top notch guests sharing some words of wisdom. Join our community: www.nextgenplanners.co.uk

Strategy and Substance with Nicola Crosbie

Dec 06 2024 48 mins  
In this episode the gang sit down with financial planner Nicola Crosbie. They chat about; the process of getting into advice, bringing on a business strategist and focusing on what matters. Join our community: www.nextgenplanners.co.uk

Not so soft skills with George Kinder

Nov 22 2024 35 mins  
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

Life By Design with Christian Mather

Nov 15 2024 45 mins  
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

Coaching Conversations with Jo Wall

Oct 25 2024 43 mins  
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 s