In this episode, Dan chats with the brilliant Olivia Parnell, who is a trainee financial planner and also half of the Financial Changemakers Podcast.
They discuss the state of diversity and inclusion in the financial planning profession, the privilege that we all have, why allyship is important, and how to open up the line of communication on this essential topic.
Enjoy!
In this episode, Dan speaks to Pauline Johnson-Zielonka PhD, who is a social psychologist and the author and founder of Retirement Life Plan.
They have a fascinating discussion covering the psychology behind retirement, the four different areas that Polly thinks are important when people are retiring, plus how financial planners can help their clients ease the transition into retirement.
Enjoy!
In this episode, Dan chats with George Agan of Pension Help, who is also the man behind Principles Personal Finance, an education project which has just been launched for the public.
They also chat about the importance of financial education, alongside what financial planners can do to educate the general public about money.
Enjoy!
In this episode, Dan speaks to Laura Purkess, New Model Adviser Journalist and NextGen Planners Financial Journalist of the Year 2020.
They discussed the story-writing process, how PR can be a great tool for financial planners, how she gets the scoops that she's known for, and where she intends to get to in the future.
Enjoy!
In the first episode of 2021, Dan speaks to the multiple award-winning paraplanner Chloe Moran from the multiple award-winning financial planning firm boosst.
They discussed the tips and tricks of producing great award entries, how we can engage with and educate the next generation, and what financial planners can be doing to encourage diversity in our profession.
Enjoy!
In this episode, Dan speaks to Louis van der Merwe CFP ® who is a financial planner and the owner of Wealthup in Western Cape, South Africa.
We discuss:
Enjoy!
In this episode, Rohan talks to Stuart Ritchie of AES International about the financial planning community in Dubai.
In this episode, Rohan chats with Mark Northway from Sparrows Capital about his career so far, his journey with Sparrows Capital, and how they offer a truly innovative offering for financial planners.
In this episode our 2 Grumpy Northerners (who are now very Excited Northerners) go through the line-up for #NEXTGEN20 and discuss what they’re looking forward to the most.
In this episode, Adam is joined by Vanessa Ugatti – The True Worth Expert to chat about charging what you’re worth and what you deserve.
Steve Martin joins us again for his second NextGen Planners Podcast. He appeared on Episode 12 and is back to give us an update during the COVID-19 crisis.
In this podcast, Rohan from NextGen and Mark from USA Financial take a look at how marketing can be done well and done easily by owners of advice firms
In this episode, Adam and Rohan discuss fees and charging with NextGen members Gretchen Betts of Magenta and Sam Sloma of Engage.
In this podcast, Rohan from NextGen and Tony from IDEX Consulting delve into the world of recruitment, what employers are looking for, what’s most important to candidates and how to write a good job advert.
We gave our lovely members the opportunity to ask us some questions which would be discussed by two of our co-founders Rohan SIvajoti and Adam Carolan in the next NextGen Planners podcast.
Andrew Swan is Partner and Head of regulation and financial crime for Short Richardson & Forth LLP – a fantastic law firm based in Newcastle upon Tyne.
In this episode, Rohan speaks to Martin Mellor from the award-winning Mellor Financial Management.