• Don’s background and how he got started in FP
• The kind of FP firm Don runs
• Why a CFP designed a technology tool
• What Precise FP does and why it is popular in the US
• How UK advisers can start using the tool

• John’s background
• What is John’s company and why expert gift giving?
• The principles behind giftology – John’s book
• How can next generation advisers and planners get started
• Where is this in the marketing mix?
• What the book is about

• April’s career in FS and what the Rudin Group do
• What are the trends that are emerging with the next generation
• What are NextGen firms doing all over the world to work with Younger Clients
• The advice that she gives to anyone wanting to work with younger clients
•  What are some good learning sources for dealing with NextGen clients

• Alan’s background and the early days of Capital Asset Management
• The lessons he learnt from his journey
• Why he changed course a few years ago
• What advice he would give to Next Generation Planners
• Why a niche approach matters
• What he sees in new talent
• Alan’s favourite learning sources

What Adam discusses with Ruth: Her background and how she founded Red House Why she decided to setup her own firm The journey from employee to business owner How they formed a culture at Red House including bringing on next generation talent What advice

• Richard’s background in FS and what his firm doesn
• What he sees as the true role of a paraplanner
• Why he setup paraplanner powwow and his experience of the paraplanning community
• How he has used technology and innovation to leverage his business
• The benefits of outsourcing vs building an in house team
• Why we should be networking amongst ourselves

His background and what his business does

His beliefs on Content Marketing and why should we bother?

His thoughts on financial services and how they can use content marketing with some good examples.

Where he would start as a younger planner

• Simonne’s career and what she does now
• What is a financial coach
• Simonne’s client base and method of working
• What can we do better in financial advice
• Advice to younger planners

• Tell us about your career to date – how did you get in to Financial Services and what was the path?
• Tell us about Advisors excel – what is it and who do you help?
• You interview a lot of good guests on your podcast the Elite Advisor Blueprint – What are some of the key takeaways from the guests that you have had.
• What separates the best advisers from the pack?
• What advice would you give to a younger adviser starting out in the profession today knowing what you know.
• What are some good learning sources apart from your podcast to help.

• Bill’s backgrounds as a financial planner and a business owner
• The current trends in “robo-advice”
• How financial planners in the US are using technology to leverage businesses
• How the Financial Planning software packages work in the US
• Some more exciting trends he is seeing in the US with tech.

Mark Polson on Platforms Present & Future

• His background in Financial Services
• What he sees in successful planners and why he thinks they succeed
• How to have great meetings with clients and prospects
• What younger planners can do to engage with connections and clients
• How he sees the future of financial planning

Ellie MacDonald on PR Tips and Tricks for Financial Planners

•Carl’s brilliant story about how he got into financial planning
•How he built his career and made key decisions
•Why he decided to leave a big broker dealer and setup a FP practice
•His thoughts about the mindset of entrepreneurs
•How he sees the future of financial planning

•Chris’s background in financial services
•Chris’s view on behavioural finance
•How to engage and build trust with clients
•What work he has been doing all over the world on this topic
•How he sees the future of financial planning going

•Steve’s background and how he setup his firm, Smart Financial
•How he views the world of Financial Planning
•The process he takes every client through
•How he has built a team
•Where he sees the business and profession going forward

•Who does Dominic work with
•What are the skills he believes financial planners need
•Using Nerves to your advantage
•How to share information effectively
•His experience of picking a financial planner

•How she ended up in Social Media for FS
•The trends that she is seeing in Social Media
•Her thoughts on how planners can get the most from social media
•How to engage prospects and introducers digitally
•The work that her firm does

• Why he works 95% with Financial Services
• How to stand out with your website
• What kinds of website attract clients
• Using Google analytics
• How he builds financial planning websites
• The Future of Financial Services and Technology
• His book recommendation

• How he entered Financial Planning and how he built Bloomsbury
• How they built a successful team
• Why he decided to sell and what he is doing now
• What he looked for in hiring people
• Advice for engaging younger customers

•Jess’s background in financial services
•The current trends she is seeing in the market
•The Supply and demand of younger financial planners
•How a younger person interested in financial planning can get their foot in the door
•What skills employers are looking for

•His career to date and the growth of meaningful money
•How he bought into his existing company
•How he handles prospects from Meaningful Money
•How he manages his time despite running two businesses
•His thought on pulling Financial Planning into 2016
•His experience of the CFP accreditation

•His experience of financial advice and advisers
•What is business coaching and how can it help with financial planning
•Are there easy ways to start with the principles he teaches
•Is coaching the same as learning selling techniques
•How Jan works with successful advisers/planners

•How he entered the world of financial advice
•Who are Sense and what is their approach
•What he sees in successful planners
•How he thinks new planners should attract clients
•How to leverage unbiased and vouchedfor

•How Chris started his business
•How Chris charges his clients (including a good story)
•How Chris grew his business and network
•Using professional connections to grow his client base
•How Ovation takes clients through a journey
•Chris’s new project Financial Wellbeing