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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: April, 2020
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.

Apr 28, 2020
Throughout Brown’s career, he has mentored, hired, managed, and coached many career changers and college students seeking internships and full time positions in financial planning as well as the firm owners who hire them. 
Apr 28, 2020
Tony Taylor is a leadership and strategy coach who combines the strongest attributes of consultation and coaching to generate habit-forming change within multi-faceted organisations of any size, in any marketplace.
Apr 28, 2020

Natalie Wright has just been awarded Chartered Financial Planner of the Year 2018.

She tells us about her journey from Apprentice to Director of Mazars a large financial planning company based in Yorkshire.

It wasn’t an easy journey for Natalie and she tells us how she managed confidence during her career and her approach to client meetings.  She also struggled when she had a baby to adapt to her new working situation and she was very candid in talking about this.

Natalie has much to come in her financial planning career but its great to get a perspective from a passionate female financial planner on how she progressed and is working hard to improve the image of financial planning.

Apr 28, 2020
In this episode we talk to Lauren Janus, founder of Thoughtful Philanthropy.
Apr 28, 2020
In this podcast, we speak to entrepreneur and best selling author, Daniel Priestley.  Daniel is well known for books such as Key Person of Influence and Oversubscribed but also runs a global accelerator called Dent Global.
Apr 28, 2020
In this episode we talk to Financial Services Stalwart Paul Hogarth. Paul has been extremely successful in FS and has launched numerous successful ventures including Paradigm Partners and Tatton Asset Management which recently had an IPO.
Apr 28, 2020

A chat with Steph Hayter – Head of Young People’s Programmes for The Money Charity.

In this podcast we discuss through Steph’s recent period as Interim CEO at the tender age of 27 and how she dealt with such responsibility and overcoming imposter syndrome.

Steph talks us through exactly what the Money Charity’s goals are, how they measure success and details the programmes that they offer in schools throughout the UK.

Steph shares some success stories and speaks passionately throughout. A must listen from a thoroughly impressive young lady.

Apr 28, 2020

In this episode we are joined by Andy Hart.  If you haven’t come across Andy yet, then he has a number of different brands including Maven Adviser, Maven Money podcast, the Voyantist.

He talks us through the reasons for these brands, his financial planning process and how he reaches different audiences with the different branding but more or less the same messaging.

Andy is well know in the world of financial planning and it was an interesting look behind the scenes.

Apr 28, 2020

In this episode we have Alfie Mullan and Jo Little, two rising stars in the financial planning profession.  Alfie and Jo setup Eelah, a financial planning company for tech entrepreneurs just over a year ago after a powerful conversation.

They did it slightly differently though, they setup the firm as an appointed rep of Emery Little, where they also both work and Jo is the CEO.

We hear their story in the profession and the how they have advanced along with the challenges of setting up a new business which is extremely candid and where they want to go next in their careers and with Eelah.

This is a great episode.

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