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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: January, 2025
Why Taylor Outsources Paraplanning with Hannah Wynick 0
Jan 24, 2025

In this episode we have Founder and Managing Director of Core Financial Paraplanning Limited, Hannah Wynick. 

We discuss, the huge benefits of outsourced Paraplanning, Taylor's personal experience building it into his offering and the place of Paraplanning in the industry. 

Join our community: www.nextgenplanners.co.uk

Burnout Busters with The Hosts 0
Jan 10, 2025

In the first podcast of 2025 the hosts tackle the topic of burnout and attempt to help you avoid it this year.

They discuss; what is burnout, how burnout can happen, and tips for avoiding it. 

Join our community: www.nextgenplanners.co.uk

 

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