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.
In this episode, Rohan talks to Stuart Ritchie of AES International about the financial planning community in Dubai.
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.
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.
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.
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.
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
In this episode, Adam and Rohan discuss fees and charging with NextGen members Gretchen Betts of Magenta and Sam Sloma of Engage.
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.
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.
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.
In this episode, Rohan speaks to Martin Mellor from the award-winning Mellor Financial Management.
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.
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.