In this episode we are joined by the one and only George Kinder. 

George joined us virtually to talk about listening, mindfulness and truly connecting with clients.

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In this episode of That NextGen Planners Podcast we have a great chat with Christian Mather. 

Here we go into detail about what it takes to set up on your own, the struggles of getting clients initially and building a life that works for you. 

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In this episode of That NextGen Planners Podcast we talk to the brilliant Jo Wall. 

Here we discuss the challenges of setting up your own business, the distinctions between financial planning and financial coaching as well as some key techniques to strengthen client relationships.

Every 2 weeks, we chat to a superstar entrepreneur in the world of financial planning, to hear their stories and gain insights on how to launch a successful financial planning business. 

In this episode of That NextGen Planners Podcast we the hosts chat about dress code.

Here we go into detail about whether what you wear as a financial planner matters, how attitudes have changed and our personal feelings on the topic. 

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In this episode of That NextGen Planners Podcast we chat with the brilliant Julian Parrott from Ethical Futures. 

Here we go into detail about why ethical investing in important, what advisers should be paying attention to and how this space has evolved in recent years. 

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In this episode of That NextGen Planners Podcast, we chat with the awesome Jonathon Jay from Hoxton Wealth.

We chat about Hoxton's venture into the UK with Hoxton Wealth, the growth of evidence-based investing, what real financial planning is in Jonathon's opinion, and much more.

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In this episode of That NextGen Planners Podcast, we chat with the awesome Nila Mistry, who runs Prosperity Life Planning.

We chat about the difference between financial advice and financial planning, how to grow a financial planning business that focuses on life planning, and tips for being a great financial life planner. 

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In this episode of That NextGen Planners Podcast, we chat with Chief Designer at docVinci and Head of Marketing at NextGen Planners, Dan Graham.

We chat about lots of topics including building a world class client experience, the importance of brand and standing out, marketing, personal brand, AI and much, much more! 🙌

In this episode of That NextGen Planners Podcast we chat with the award-winning Sean & Vicki from Lightside Financial Planning.

Here we chat about about how Sean & Vicki have grown Lightside Financial Planning, the pros and cons of having lots of clients and the lessons they have learned along the way.

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In this episode of That NextGen Planners Podcast hosts Amelia, Taylor and Clara chat with Sarah Elson co-founder of Berry and Oak. 

Here they dive into detail about; whether awards are fair, what awards should exist and some tips for winning. 

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In this episode of the brand new That NextGen Planners Podcast meet one of the two brand new co-hosts. 

First up is Taylor Beavis. Amelia and Clara chat to Taylor about who he is, what he does and why he does it. 

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In this double release for the new That NextGen Planners Podcast we meet our other brilliant co-host Clara Metcalfe

Amelia and Taylor chat to Clara about who she is, what she does and why she does it. 

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In this episode of the NextGen Planners TechStack ® Podcast, Francois du Toit chats with Adam Owen. 

Here they discuss; the ever-evolving landscape of financial planning, the increasing role of AI in content production and the importance of mindful technology use.

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In this episode of the NextGen Planners Podcast Amelia talks with the CEO of Bentley Reid, Peter Clark. 

Here they discuss; the DFM landscape right now, the evolution of client expectations and the role of technology. 

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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Verena Weber, an accomplished consultant with a rich background in statistics and artificial intelligence. 

Here they talk about the role of AI agents and large language models, the potential of Microsoft's Copilot technology and the balance between human oversight and AI automation, particularly in regulated sectors like finance. 

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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Jason Pereira, a visionary in financial planning, regulation, and fintech advocacy in Canada. 

In this episode Amelia chats with Clémence Chatelin, ESG Integration Manager at CCLA. 

Here they discuss, the development of the ESG landscape, integrating ESG in investing and what's on the horizon. 

There were a few connection difficulties but the discussion is so interesting you won't want to miss it. 

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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Roger Portnoy, the Chief Strategy Advisor for Object Way SPA. 

In this episode, they discuss the future of innovation in the wealth management sector,  the unique challenges of introducing new technology in a trust-oriented and heavily regulated industry and how AI can revolutionise client acquisition, engagement, and operational processes. 

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In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Panos Leledakis, a pioneer in leveraging technology to transform the financial planning and insurance industry. 

Here they discuss the evolving landscape of technology, the power of AI in content creation and client engagement, and the importance of embracing a forward-thinking mindset in the professional world. 

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In this episode Amelia chats with Rebecca Tuck, Financial Planning Operations Manager at Paradigm Norton. 

Here they talk about the evolution of paraplanning, what the future of paraplanning looks like and what changes need to be made. 

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In this episode of the NextGen Planners TechStack ® Podcast Adam Carolan chats with Founder of Model Office Chris Davies. 

Here they talk about the transformative power of cutting-edge technologies in the financial planning industry,  the importance of integrating tech for data analysis  and the disruptive potential of technologies like GPT-driven chat services in banking. 

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Timestamps  

00:00 Introduction, AI history, robo advisors' impact discussed. 

03:35 Robos automate investment tasks, tools used actively. 

07:37 Professional indemnity insurance, risk management, compliance costs. 

12:13 Quality data and tech drive best performance. 

13:29 Tech firms eyeing financial services, regulatory risks. 

19:31 Technology isn't magic, but crucial for business. 

20:51 NextGen planners must employ data analytics effectively. 

24:24 Software integrates data for Microsoft 365 and Power BI. 

28:13 Summary: Ensuring control and compliance in technology implementation. 

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Gary Winslow, Business Development Director for Asset-Map in the UK.

Here they discuss the evolving role of technology in financial planning, the importance of using technology to enhance client interactions rather than replace them and Gary shares insights into how financial planners can use technology to improve client engagement.

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In this episode of the NextGen Planners Podcast Amelia chats with  Jen Lothian CEO and Co-Founder of My Ark. 

Here they talk about the importance of acquiring the right data, the necessity of seeing data in context and how tech that can help with this. 

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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Head of Consulting at Finura Group Danni Le Grande

Here they discuss; the integration of advanced technology in advice platforms, the burgeoning use of client portals for improved cybersecurity, and the challenges and opportunities presented by technology. 

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In this episode of the NextGen Planners Podcast Amelia talks with Founder of Advice Flow, George Cooper. 

Here they talk about; demystifying the tech landscape, optimising work flows and what automation can do for advisers. 

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