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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, we have Cathi Harrison, founder of Para-Sols and also the newly formed Apricity Compliance.

We talk about her incredible journey in Financial Services going from one woman band to building a large outsourced Paraplanning firm.

We also talk about what she has learnt hiring and also recruiting and training graduates and why she is passionate about this area.

We also talk about the future of compliance and file checking and technology that she thinks advisory firms can use to build efficiencies.

Finally she gives us some thoughts about how we can get more younger females in financial services as she is a great role model in this area.

Apr 28, 2020

In this episode with Paul Resnik, the founder of Finametrica, we talk to Paul to discuss the current trends around the world when it comes to Financial Planning.

Paul doesn’t pull any punches in telling Adam his views on the past and the future and why he is building a next generation type financial planning firm himself.

This is a really interesting perspective and we also cover off risk profiling and suitability in a candid way.

Apr 28, 2020

In this episode, our 50th, we chat to Rich and Nick from Ellis Davies.  They briefly take us through their backgrounds, how they met and why they setup their firm together.

We talk about how the timing was right for Ellis Davies and the “why” behind their firm and how the first year has gone.

This is an interesting insight into a 50/50 partnership and how they have skillsets that complement each other.

Apr 28, 2020

In this episode, Adam talks to Sam Sloma, MD of Engage FS about the first year of his financial planning firm.

Sam openly talks about his first year figures, the challenges and what has gone well and not so well.

Sam also talks about his fee and service proposition and how he works with clients on a fixed fee basis.

Apr 28, 2020

In this podcast, Rohan & Chris discuss Chris' recent sale of his majority shareholding in Ovation to an Employee Ownership Trust (EOT) and the implications of this including affect on himself, his staff and his clients.  We delve into the mechanics of such a setup and discuss the advantages and disadvantages attached to it.

Apr 28, 2020
  • Her Background in Financial Services and why she setup her own firm
  • How she built a community in the Isle of Man
  • How she setup and leveraged a client advisory board
  • Why she ran for PFS President and her agenda for her year
  • Her thoughts on the future of Financial Planning
  • Why she thinks there aren’t enough Female FPs
  • Her favourite resources
Apr 28, 2020
  • His background on Financial Planning
  • What his different roles are
  • What the last few years has taught him about the FP market
  • What the stumbling blocks are for FP firms
  • What trends he has noticed
  • Any advice to FP firms
Apr 28, 2020
  • Emma’s background and why she started a company in producing
  • The kind of podcasts that Emma produces
  • How someone would be able to start a podcast
  • What are the do’s and dont’s of podcasting
  • Is podcasting still worth it in the age of video?
  • The future of audio
Apr 28, 2020
  • His background and how he came to be a financial planner
  • How he operates in the Netherlands
  • Why his fee model is different to a lot of planners
  • Why he only does financial planning
  • Why he setup smart financial planner
  • The future and what it looks like?
Apr 28, 2020
  • Tell us about the background to you and your firm
  • Why did you come into Financial Services?
  • What is it you see in the good firms when it comes to marketing their services
  • How is marketing and digital engagement changing
  • What are the new things you are working on at the moment which excite you?
  • What are your go to resources in your area
Apr 28, 2020
  • David’s background and why he started Nucleus
  • Why Nucleus choose to partner with some financial planning firms
  • The other services Nucleus offer to FP firms
  • What the future looks like for Nucleus
  • Why Nucleus decided to back diversity
Apr 28, 2020

What we cover in the podcast:

  • Brett's background
  • What Brett thinks about recruiting NextGen Planners
  • How you can be the best at what you do
  • Systems and process for training and development
  • How to get the most out of the Next Generation
  • What Brett thinks the future looks like
Apr 28, 2020
  • How Sophie Bera built her FP Firm
  • Why she isn’t your father’s financial adviser
  • The process she uses with prospects
  • How she works with a virtual team
  • Her thoughts on females in financial planning
Apr 28, 2020

Brian’s background, firm and who he works with

His approach to financial planning

How he would approach things as a NextGen Planner

His mistakes and good calls

The Training he is launching

Advice on other training and resources

Apr 28, 2020

Sarah’s background in Financial Services

What DataPoints is and what it does

the Results from DataPoints with newer generation advisers

Sarah’s beliefs on money coaching

DataPoints launching in the UK

Apr 28, 2020
  • Tessa's background in Financial Services
  • How Moneyinfo was created and what problem is solves
  • How Moneyinfo see the way the market is evolving
  • How to use aggregation tools as part of the financial planning process
  • What is next for money info
Apr 28, 2020
  • Russell's background in Financial Planning
  • What he does and who he works with
  • His thoughts on serving younger clients
  • Why he co authored a research paper for the Journal of Financial Planning
  • What is policy based financial planning?
Apr 28, 2020
  • Gavins background and career to date
  • Why he setup Worthstone
  • What is Social Impacting and why should we care
  • Resources for further learning
  • What the trends are in impact investing
Apr 28, 2020
  • Steve's background and why he setup the firm
  • Cash Flow Management in Australia
  • How he is building his business
  • The way the profession is going in Australia
  • Steve's XY Academy
Apr 28, 2020
  • His background and Journey in FS?
  • Why did he start finalytiq and what does it do?
  • His core beliefs when it comes to financial planning and investment management
  • What is timeline and how can it help?
  • His advice to the Next Generation
Apr 28, 2020

Phil Young from Hero to Zero and all things Financial Services

Apr 28, 2020
  • What are their backgrounds?
  • How and Why Magenta was founded
  • What are the beliefs and cultures at Magenta.
  • What kind of clients do they deal with and how do they work with them?
  • What has gone well so far for a new company and what hasn’t gone so well?
  • What are their thoughts about the future of financial planning
  • What are key learning resources that they tap in to?
Apr 28, 2020
  • His background in Financial Services
  • How and why he chose to join Proposito
  • The role within his firm
  • Why he decided to go big on Content Marketing
  • His methods of content marketing
  • Why he launched a podcast and how it is going
  • What is planned next for Russ
Apr 28, 2020
  • Anthony’s background and how he came to be Managing Partner of First Wealth
  • What kind of clients do First Wealth serve?
  • Why was the firm setup as a LLP structure?
  • Anthony tells us about his “start with why day”
  • How they had a lightbulb moment with financial planning
  • What is Anthony’s view of digital advice and how does it fit alongside their core offering
  • What has been his experience of being in a network?
  • What is Anthony’s advice to next generation planners?
  • Any learning resources he recommends
Apr 28, 2020
  • What is Paul’s background in financial services and his journey
  • What is Paul doing now with financial planning and what is his work
  • Why did Paul setup inspiring advisers and what is it?
  • Tell us the story behind Back2Y
  • What can next gen planners do differently in the future
  • If Paul was a nextgen planner, how would he approach things today
  • What are his go to learning resources for nextgen planners
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