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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: November, 2023
Nov 24, 2023

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. 

Join our community: www.nextgenplanners.co.uk

Nov 17, 2023

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. 

Join our community: www.nextgenplanners.co.uk

Nov 10, 2023

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. 

Join our community: www.nextgenplanners.co.uk

Nov 3, 2023

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. 

Join our community: www.nextgenplanners.co.uk

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