Info

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.
RSS Feed
NextGen Planners
2024
October
September
August
July
June
May
April
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
May
April
March
February
January


2020
December
November
October
September
July
June
April


All Episodes
Archives
Now displaying: Page 9
Apr 28, 2020
We are delighted to be joined by 3 time author, speaker and expert on all things systemisation, Marianne Page aka the system jedi.
Apr 28, 2020
We are joined in this episode by one of our favourite members Catherine Morgan from the Money Panel.
Apr 28, 2020
In this Episode Jose Supico of Advicefront talks to us about how his company is revolutionising the Financial Planning space by building technology to automate a lot of the boring and mundane tasks
Apr 28, 2020
In this episode, Stephen CEO of Cooper Parry Wealth shares with us how he built a financial planning firm in an alliance with an accountancy arm to a firm that manages over £500m AUM.
Apr 28, 2020

We start the new series with a bang.

Steve Cockram is an international keynote speaker, author and consultant to some of the worlds leading executives.

He talks to us about how building and running a company in the digital age is fundamentally different to the industrial age.  He talks us through simple frameworks to get you started and how he would lead a financial planning firm for the future.

We promise to bring thought leadership from outside the profession and this doesn’t disappoint.

Apr 28, 2020

This was an extremely brave podcast.

Nick Cann was one of the pioneers behind financial planning as know it today.  Nick had a stroke in 2013 and suffers from speech aphasia.

He was chief executive of the IFP when they held the CFP and drove financial planning towards a profession.

He started at Barclays and worked at an IFA before heading up the IFP.

Passionate about Financial Planning, Nick is still confident that we can pull of the vision the original members of the IFP had many years ago.

This was a great chance to speak to someone that NextGen admires greatly.

Apr 28, 2020
Throughout Brown’s career, he has mentored, hired, managed, and coached many career changers and college students seeking internships and full time positions in financial planning as well as the firm owners who hire them. 
Apr 28, 2020
Tony Taylor is a leadership and strategy coach who combines the strongest attributes of consultation and coaching to generate habit-forming change within multi-faceted organisations of any size, in any marketplace.
Apr 28, 2020

Natalie Wright has just been awarded Chartered Financial Planner of the Year 2018.

She tells us about her journey from Apprentice to Director of Mazars a large financial planning company based in Yorkshire.

It wasn’t an easy journey for Natalie and she tells us how she managed confidence during her career and her approach to client meetings.  She also struggled when she had a baby to adapt to her new working situation and she was very candid in talking about this.

Natalie has much to come in her financial planning career but its great to get a perspective from a passionate female financial planner on how she progressed and is working hard to improve the image of financial planning.

Apr 28, 2020
In this episode we talk to Lauren Janus, founder of Thoughtful Philanthropy.
Apr 28, 2020
In this podcast, we speak to entrepreneur and best selling author, Daniel Priestley.  Daniel is well known for books such as Key Person of Influence and Oversubscribed but also runs a global accelerator called Dent Global.
Apr 28, 2020
In this episode we talk to Financial Services Stalwart Paul Hogarth. Paul has been extremely successful in FS and has launched numerous successful ventures including Paradigm Partners and Tatton Asset Management which recently had an IPO.
Apr 28, 2020

A chat with Steph Hayter – Head of Young People’s Programmes for The Money Charity.

In this podcast we discuss through Steph’s recent period as Interim CEO at the tender age of 27 and how she dealt with such responsibility and overcoming imposter syndrome.

Steph talks us through exactly what the Money Charity’s goals are, how they measure success and details the programmes that they offer in schools throughout the UK.

Steph shares some success stories and speaks passionately throughout. A must listen from a thoroughly impressive young lady.

Apr 28, 2020

In this episode we are joined by Andy Hart.  If you haven’t come across Andy yet, then he has a number of different brands including Maven Adviser, Maven Money podcast, the Voyantist.

He talks us through the reasons for these brands, his financial planning process and how he reaches different audiences with the different branding but more or less the same messaging.

Andy is well know in the world of financial planning and it was an interesting look behind the scenes.

Apr 28, 2020

In this episode we have Alfie Mullan and Jo Little, two rising stars in the financial planning profession.  Alfie and Jo setup Eelah, a financial planning company for tech entrepreneurs just over a year ago after a powerful conversation.

They did it slightly differently though, they setup the firm as an appointed rep of Emery Little, where they also both work and Jo is the CEO.

We hear their story in the profession and the how they have advanced along with the challenges of setting up a new business which is extremely candid and where they want to go next in their careers and with Eelah.

This is a great episode.

Apr 28, 2020

In this episode, we have Cathi Harrison, founder of Para-Sols and also the newly formed Apricity Compliance.

We talk about her incredible journey in Financial Services going from one woman band to building a large outsourced Paraplanning firm.

We also talk about what she has learnt hiring and also recruiting and training graduates and why she is passionate about this area.

We also talk about the future of compliance and file checking and technology that she thinks advisory firms can use to build efficiencies.

Finally she gives us some thoughts about how we can get more younger females in financial services as she is a great role model in this area.

Apr 28, 2020

In this episode with Paul Resnik, the founder of Finametrica, we talk to Paul to discuss the current trends around the world when it comes to Financial Planning.

Paul doesn’t pull any punches in telling Adam his views on the past and the future and why he is building a next generation type financial planning firm himself.

This is a really interesting perspective and we also cover off risk profiling and suitability in a candid way.

Apr 28, 2020

In this episode, our 50th, we chat to Rich and Nick from Ellis Davies.  They briefly take us through their backgrounds, how they met and why they setup their firm together.

We talk about how the timing was right for Ellis Davies and the “why” behind their firm and how the first year has gone.

This is an interesting insight into a 50/50 partnership and how they have skillsets that complement each other.

Apr 28, 2020

In this episode, Adam talks to Sam Sloma, MD of Engage FS about the first year of his financial planning firm.

Sam openly talks about his first year figures, the challenges and what has gone well and not so well.

Sam also talks about his fee and service proposition and how he works with clients on a fixed fee basis.

Apr 28, 2020

In this podcast, Rohan & Chris discuss Chris' recent sale of his majority shareholding in Ovation to an Employee Ownership Trust (EOT) and the implications of this including affect on himself, his staff and his clients.  We delve into the mechanics of such a setup and discuss the advantages and disadvantages attached to it.

Apr 28, 2020
  • Her Background in Financial Services and why she setup her own firm
  • How she built a community in the Isle of Man
  • How she setup and leveraged a client advisory board
  • Why she ran for PFS President and her agenda for her year
  • Her thoughts on the future of Financial Planning
  • Why she thinks there aren’t enough Female FPs
  • Her favourite resources
Apr 28, 2020
  • His background on Financial Planning
  • What his different roles are
  • What the last few years has taught him about the FP market
  • What the stumbling blocks are for FP firms
  • What trends he has noticed
  • Any advice to FP firms
Apr 28, 2020
  • Emma’s background and why she started a company in producing
  • The kind of podcasts that Emma produces
  • How someone would be able to start a podcast
  • What are the do’s and dont’s of podcasting
  • Is podcasting still worth it in the age of video?
  • The future of audio
Apr 28, 2020
  • His background and how he came to be a financial planner
  • How he operates in the Netherlands
  • Why his fee model is different to a lot of planners
  • Why he only does financial planning
  • Why he setup smart financial planner
  • The future and what it looks like?
Apr 28, 2020
  • Tell us about the background to you and your firm
  • Why did you come into Financial Services?
  • What is it you see in the good firms when it comes to marketing their services
  • How is marketing and digital engagement changing
  • What are the new things you are working on at the moment which excite you?
  • What are your go to resources in your area
1 « Previous 5 6 7 8 9 10 11 Next » 11