NextGen Planners

Dec 06 2024 270 ep. 47 mins 27
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.

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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

What not to wear with The Hosts

Oct 11 2024 31 mins  
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

ESG- Before It Was Cool with Julian Parrott

Sep 27 2024 49 mins  
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

Building an evidence-based business with Jonathon Jay

Sep 13 2024 34 mins  
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

Growing a Life Planning Business with Nila Mistry

Aug 30 2024 33 mins  
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

Building better client experience with Dan Graham

Aug 16 2024 42 mins  
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! 🙌

Scaling Quickly with Sean McDermott and Vicki Langdon

Aug 02 2024 41 mins  
In this episode of That NextGen Planners Podcast we chat with the award-winning Sean & Vicki from Lightside Financial Planning. Here we chat about about how Sean & Vicki have grown Lightside Financial Planning, the pros and cons of having lots of clients and the lessons they have learned along the way. Join our community: www.nextgenplanners.co.uk