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NextGen Planners

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Now displaying: October, 2023
Oct 27, 2023

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. 

Join our community: www.nextgenplanners.co.uk

Oct 20, 2023

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. 

Join our community: www.nextgenplanners.co.uk

Oct 13, 2023

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 .

Join our community: www.nextgenplanners.co.uk

Oct 6, 2023

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. 

Join our community: www.nextgenplanners.co.uk

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