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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: 2020
Dec 17, 2020

In this episode, Dan speaks to Louis van der Merwe CFP ® who is a financial planner and the owner of Wealthup in Western Cape, South Africa.

We discuss:

  • How financial planners can become sidetracked by technology
  • The state of financial planning in South Africa
  • Some tips on completing the CFP
  • Much, much more…

Enjoy!

Nov 27, 2020
In this podcast, our Head of Community Experience and Marketing Dan is joined by Alizé Marchand, Co-Founder and CEO of Impresm Digital Marketing Agency in Zurich. 
Oct 15, 2020
In this episode, our Director and Head of Innovation spoke to Kate Holmes of Innovating Advice in Las Vegas.
Sep 29, 2020
In this episode, Rohan spoke to Katie Moss, who is the Managing Director of Otium Concierge.
Sep 2, 2020
In this episode, Rohan is joined by Derek Notman from Wisconsin, CFP, Virtual Financial Planner and founder of Conneqtor.
Jul 16, 2020
In this episode, Adam & Roger go through how they met at the XYPN Conference in Dallas, being a business owner, making mistakes and how his firm have dealt with lockdown.
Jul 1, 2020

In this episode, Rohan talks to Stuart Ritchie of AES International about the financial planning community in Dubai.

Jun 17, 2020

In this episode, Rohan chats with Mark Northway from Sparrows Capital about his career so far, his journey with Sparrows Capital, and how they offer a truly innovative offering for financial planners.

Jun 12, 2020

In this episode our 2 Grumpy Northerners (who are now very Excited Northerners) go through the line-up for #NEXTGEN20 and discuss what they’re looking forward to the most.

Apr 28, 2020

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.

Apr 28, 2020

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.

Apr 28, 2020

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

Apr 28, 2020

In this episode, Adam and Rohan discuss fees and charging with NextGen members Gretchen Betts of Magenta and Sam Sloma of Engage. 

Apr 28, 2020

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 job advert.

Apr 28, 2020

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.

Apr 28, 2020

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.

Apr 28, 2020

 In this episode, Rohan speaks to Martin Mellor from the award-winning Mellor Financial Management.

Apr 28, 2020
This episode covers everything from financing your business, positioning yourself as a future owner of a financial planning practice and valuing your business too. Everything from corporate finance, to mergers and acquisitions.
Apr 28, 2020
In this episode, we talk to Phil Calvert marketing consultant, founder of LifeTalk  (one of the largest communities in financial planning) and also an international speaker on the power of social media.
Apr 28, 2020
We are delighted to be joined by 3 time author, speaker and expert on all things systemisation, Marianne Page aka the system jedi.
Apr 28, 2020
We are joined in this episode by one of our favourite members Catherine Morgan from the Money Panel.
Apr 28, 2020
In this Episode Jose Supico of Advicefront talks to us about how his company is revolutionising the Financial Planning space by building technology to automate a lot of the boring and mundane tasks
Apr 28, 2020
In this episode, Stephen CEO of Cooper Parry Wealth shares with us how he built a financial planning firm in an alliance with an accountancy arm to a firm that manages over £500m AUM.
Apr 28, 2020

We start the new series with a bang.

Steve Cockram is an international keynote speaker, author and consultant to some of the worlds leading executives.

He talks to us about how building and running a company in the digital age is fundamentally different to the industrial age.  He talks us through simple frameworks to get you started and how he would lead a financial planning firm for the future.

We promise to bring thought leadership from outside the profession and this doesn’t disappoint.

Apr 28, 2020

This was an extremely brave podcast.

Nick Cann was one of the pioneers behind financial planning as know it today.  Nick had a stroke in 2013 and suffers from speech aphasia.

He was chief executive of the IFP when they held the CFP and drove financial planning towards a profession.

He started at Barclays and worked at an IFA before heading up the IFP.

Passionate about Financial Planning, Nick is still confident that we can pull of the vision the original members of the IFP had many years ago.

This was a great chance to speak to someone that NextGen admires greatly.

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