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NextGen Planners

Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
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Now displaying: August, 2023
Aug 25, 2023

In this episode Dan chatted with Fractional Chief Evangelist to B2B Wealthtech Brands, Diana Cabrices. 

Here they talked about the role of brand ambassadors, how to identify them and how to cultivate meaningful relationships. 

Join our community: www.nextgenplanners.co.uk

Aug 18, 2023

In this episode Amelia chatted with Psychologist, Family Wealth Consultant and Coach, Dr Moira Somers. 

Here they talked about; the concepts of nudge and sludge, the impact of dark patterns and behavioural factors in decision making. 

Join our community: www.nextgenplanners.co.uk 

 

Aug 11, 2023

In this episode Amelia talked to Marc Hendriks, Chief Investment Officer at Green Growth Investments Ltd.

Here they discussed; where to put your money to make a difference, how to wade through the data and what the future looks like. 

Join our community: www.nextgenplanners.co.uk

 

Aug 4, 2023

In this episode Adam Owen chatted with Chris Budd, founder of the Institute for Financial Wellbeing and author of two financial wellbeing books. 

Here they talked about the intricate link between happiness and our interactions with money, understanding our own mental landscape and how good financial planning can support a positive outcome.

Join our community: www.nextgenplanners.co.uk

 

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