In this episode Amelia talked to Sonia Rach, Deputy News Editor at FTAdviser, Financial Times and Author. 

Here they chatted about self publishing a book, the gap in financial education and the difference we can make. 

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In this episode Amelia talks with Founder of Trustestate, Rish Sareen. 

Here they talk about digitising the probate process, intergenerational wealth and the challenges and opportunities the great wealth transfer will bring. 

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In this episode Amelia talked to Nicky Sevel, Founder of Woven Advice. 

Here they chatted about; the importance of data, the fintech future and the challenges of being an entrepreneur. 

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In this episode Amelia talks to ADHD Coach Yeara Rosenthal.

Here they discussed; ADHD in clients and considerations to take, what individuals with ADHD can do to help themselves and how businesses can be more mindful and create an inclusive work environment. 

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In this episode Amelia talks to Linda Kelland, Neurodiversity Specialist. 

Here they discussed; why the topic of neurodiversity can’t be ignored, strategies for neurodivergent individuals and how companies can be more inclusive. 

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In this episode Amelia talks to Olivia Maynard, Operations Director at TFP Financial Planning Ltd. 

Here they discussed; what good culture looks like, how to recruit to make a strong team and mindful approaches to team building. 

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In this episode Amelia talks with Laura Blake, Philanthropy Director at Somerset Community Foundation. 

Here they discussed; the purpose of community foundations, the impact of local giving and how community foundations can support financial planners. 

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In this episode Amelia talks with Bimpe Nkontchou, Founder of Wealth 8.

Here they talked about the necessity for a platform like Wealth8, the challenges faced by the black community in wealth-building, and the role of financial planners in addressing these disparities. 

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In this episode Amelia chats with Ian Horne, Author and European Head of Content at Money 20/20.  

Here they talk about  the benefits and challenges of embracing technology in the financial industry, the power of decentralized finance platforms and their implications for financial inclusion and the ethical and regulatory considerations surrounding fintech advancements .

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In this episode Adam chats with Sam Oakes, Founder of Financial Planner Life and Financial Planner Life Academy.

Here they talk about becoming a B Corp, the launch of the Financial Planner Life Academy and how a Tom Cruise impression went viral on TikTok. 

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In this episode Amelia chatted with Keith Boyes, Chartered Financial Planner and Managing Director of Spentwell. 

Here they discussed different strategies for effective communication, what good listening looks like and the importance of empathy in a people-centric approach to financial planning.

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In this episode Amelia chatted with Anthony West, Independent Financial Adviser at Beckett Investment Management Group. 

Here they talked about adapting as a financial planner, balancing demands and prioritising mental health. 

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In this episode Amelia chatted with Charlie French, co-founder of Etcho. 

Here they discussed the power of storytelling in financial planning, the significance of developing a connection between clients and their portfolios and the transformative potential of impact investing. 

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In this episode Amelia chatted to James Thompson, Chartered Financial Planner and Director at Becketts. 

Here they talked about navigating unforeseen circumstances, the nuances of management buy-outs and adapting in the industry. 

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In this episode Dan chatted with Fractional Chief Evangelist to B2B Wealthtech Brands, Diana Cabrices. 

Here they talked about the role of brand ambassadors, how to identify them and how to cultivate meaningful relationships. 

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In this episode Amelia chatted with Psychologist, Family Wealth Consultant and Coach, Dr Moira Somers. 

Here they talked about; the concepts of nudge and sludge, the impact of dark patterns and behavioural factors in decision making. 

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In this episode Amelia talked to Marc Hendriks, Chief Investment Officer at Green Growth Investments Ltd.

Here they discussed; where to put your money to make a difference, how to wade through the data and what the future looks like. 

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In this episode Adam Owen chatted with Chris Budd, founder of the Institute for Financial Wellbeing and author of two financial wellbeing books. 

Here they talked about the intricate link between happiness and our interactions with money, understanding our own mental landscape and how good financial planning can support a positive outcome.

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In this 200th episode of the NextGen Planners Podcast Amelia sat down with Isobel Cowell, Head of Social at the global personal branding agency, Kurogo. 

Here they talked about; the importance of personal branding in 2023, the many pitfalls of social media and how to take the first step. 

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In this episode Amelia talked to Adam Prestwood, Operations Director at P1 Investment Management. 

Here they discussed, the frustrations planners have with platforms, where the client fits in and what the platform space might look like in the future. 

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In this episode Amelia chatted with Gurdit Singh, co-founder of Fintegrate and managing director of Chameleon Financial Planning.

Here they chatted about creating tech for the financial planning profession, seeing this revolution from both sides and the future of financial technology. 

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In this episode Amelia chatted with Sarah Marks, CEO of financial education charity RedSTART. 

Here they discussed, why financial education is so important for young people right now, how it can affect real social change and also how financial education is having to evolve.

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In this episode Dan chatted with Dr Kristy Archuleta, a Professor in Financial Planning and an internationally recognised scholar in the development of financial therapy.

Here, they discussed what effective financial planning looks like, understanding clients behaviour and how being therapeutic just means being human. 

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In this episode Dan chatted with Ola Majekodunmi, the Founder of All Things Money, an online platform designed to provide young adults with some of the financial tools needed to help navigate the adulting world. 

Here, they discussed, the significance of financial literacy in young people, the unreliability of the profession and how to narrow the advice gap. 

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In this episode Dan chatted with Ross Marino a financial planner and Founder and CEO of Advisor2X. 

Here they discussed, using a human first approach, how to adapt to identity changes and financial planning as a therapeutic process. 

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