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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: March, 2021
Mar 30, 2021

In this episode, Dan chats with Camilla Rogers from fifty50 Coaching in Oxfordshire.

Here, they chat about creating mentally healthy habits in your financial planning business, the state of workplace wellbeing, what it takes to be a great coach and much more.

Find out more about NextGen Planners: www.nextgenplanners.co.uk

Mar 26, 2021

In the final episode of our Blast Off Series, Dan chats with Keith Boyes from Spentwell in Edinburgh.

Here, they chat about the best and most challenging parts of being a financial planning business owner, including needing to wear different hats at different times.

Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/ 

Mar 23, 2021

In Episode 7 of our Blast Off Series, Rohan chats with Tom Morris from Ovation Finance in Bristol.

Here, they chat about becoming employee-owned as a financial planning firm, his work with the IFW, and some of the challenges of becoming a business owner. 

Find out more about Blast Off here: https://nextgenplanners.co.uk/blast-off/

Mar 19, 2021

In the latest episode in our Blast Off Series, Rohan chats with Rebecca Andrew from Eleven:Eleven Financial. 

Here, they discuss Rebecca's journey so far, how she constantly reminds herself of her vision and big picture, and also the challenges of launching a financial planning business.

Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/

Mar 16, 2021

In the next episode of our Blast Off Series, Rohan chats with Jess Brady from Fox and Hare in Australia.

Here, they chat about the lessons that Jess learned from launching her financial planning business, what she would do differently, and some tips for those launching their own financial planning business. 

Find out more about Blast Off here: https://nextgenplanners.co.uk/blast-off/

Mar 12, 2021

In the fourth episode of our Blast Off Series, Rohan chats with Rich Ellis from Ellis Davies Financial Planning in Bristol.

Here, they discuss how to hire, how to launch a financial planning business with a business partner, and also the importance of a business plan.

Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/ 

Mar 9, 2021

In the next episode of our Blast Off Series, Rohan speaks to Lisa Johnstone from VWM Wealth in Scotland. 

Here, they discuss how Lisa was involved in a successful succession plan and a few of Lisa's tips on running a thriving financial planning firm.

Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/

Mar 8, 2021

In this episode for International Womens Day, our very special guest host Emily Pool chats with Sam Secomb from Women's Wealth.

Here, they discuss the position of women in financial planning, how to get more women into the profession and how to give better financial advice to women. 

Find out more about IWD: https://www.internationalwomensday.com/

Mar 5, 2021

In the next episode of the Blast Off series, Rohan chats with Ben Baldwin from STEM Financial.

Here, they discuss knowing your why, how to identify who to work with, and some tips for deciding whether or not to launch your financial planning firm. 

Find out more about Blast Off: https://bit.ly/3sJAXTI

Mar 2, 2021

In the first episode in our Blast Off Series, Rohan chats with Jo Little from Emery Little and Eelah.

Here, they chat about Jo's tips for starting a financial planning business, from finding the right support network to finding out who you really want to work with.

The next cohort of the Blast Off Programme goes live in April. Find out more: https://nextgenplanners.co.uk/blast-off/

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