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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: April, 2025
Business Benefits of Inclusion with Charlotte Phillips-Lynn 0
Apr 28, 2025

In this episode of That NextGen Planners Podcast we sit down with Charlotte Phillips-Lynn. 

We chat about; the importance and impact of diversity, inclusion, and equity in financial services, practical steps firms can take to become more inclusive and why creating genuinely welcoming workplaces benefits both individuals and businesses.

Join our community: www.nextgenplanners.co.uk

State of the Adviser Nation with Steve Nelson 0
Apr 4, 2025

In this episode we chat with Steve Nelson, Insight Director at The Langcat.

We discuss the data in the latest Langcat report, what trends are emerging now and what the future for the profession might look like. 

Join our community: www.nextgenplanners.co.uk

 

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