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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: March, 2025
The 'Secret' about Manifesting with Jon Dunckley 0
Mar 21, 2025

In this episode of That NextGen Planners Podcast we talk to the brilliant Jon Dunckley. 

We chat about; the importance of curiosity in financial planning, psychology's role in enhancing client relationships and explore the role of neuroscience in manifesting and stress management.

Join our community: www.nextgenplanners.co.uk

Why 50% of Women Aren't Investing in Their Future with Elisabeth Prager 0
Mar 7, 2025

In this episode we are joined by co-founder of Aila Money, Elisabeth Prager. 

We discussed the gender wealth gap, how education can empower women financially and the role of fintech in supporting traditional financial advice.

Join our community: www.nextgenplanners.co.uk



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