The Plannex Podcast

From UK Financial Planning to Malaysia: What International Advice Really Looks Like | Rob Atherton

Plannex — Fri, 30 Oct 2026 08:00:00 -0000

Building a financial planning career overseas brings a different set of challenges to setting up in the UK. What does it take to transition from British financial planning into the cross-border space, and how do you rebuild trust in markets where the profession still carries a stigma?

Adam Carolan speaks with Rob Atherton, who moved from running UK advice firms to leading the advisory team at Melbourne Capital Group in Malaysia. They discuss the technical and lifestyle transition, why UK advisors need to leave their ego at the door, how holistic financial planning translates across borders and the regulatory and cultural differences that shape client expectations.

Rob also explains why international financial planning is not the Wild West, how Melbourne Capital Group operates to UK standards in a Malaysian regulatory environment and the questions expats should be asking before working with an overseas advisor. From cashflow modeling in multiple currencies to building an employed academy and attracting the next generation of cross-border planners, this is a practical conversation about what it really takes to build a professional advice firm outside the UK.

Subscribe for part two, where Rob and Adam discuss academies, training pathways and bringing new talent into international financial planning.

How a CEO and COO Run an Advice Firm Together | Chirine Harb

Fri, 23 Oct 2026 08:00:00 -0000

What happens when you hire someone to run the business, but keep stepping back in?

After Alan Smith’s appearance last month, his COO Chirine Harb joins Adam Carolan to share her perspective on running Capital. She explains how she and Alan learned to challenge one another, clarify who communicates decisions and give each other space to do the work they do best.

They also discuss building client-service teams, making existing processes easier to follow and understanding what is happening when people become stretched. Chirine shares how she assesses new technology and uses business data to test whether an ambition has a workable plan behind it.

A conversation for financial planning firm owners, operations leaders and the people making the business work behind the scenes.

Starting a Financial Planning Firm After 20 Years in Fund Management | Stewart Heggie

Fri, 16 Oct 2026 07:58:00 -0000

What changes when you move from fund management into building your own financial planning firm?

Stewart Heggie joins Adam Carolan to discuss the work behind setting up Heggie & Co and why he chose to focus his message on fund managers. He explains how his own search for financial planning helped shape the idea, what he wanted from a network and why getting the infrastructure ready took more work than he expected.

They also explore LinkedIn, the first-year goal of working with 20 families, the psychology of fees and the role of human judgement as AI becomes more capable. It is an honest account from the start of the journey, with decisions still being tested rather than a finished formula for success. Business experience and opinions are discussed; this is not personal financial advice.

Changing Careers into Financial Planning: What the First 18 Months Really Look Like | Oliver Jones

Fri, 09 Oct 2026 07:45:00 -0000

How do you move into financial planning when you already have an established career? And what happens when the relationship skills come with you, but the technical confidence needs time to catch up?

Adam Carolan is joined by Oliver Jones from Five Wealth, who moved into the profession after nine years at Handelsbanken. Ollie talks openly about the decision to leave banking, weighing a lower initial pay package and what it felt like to take part in his first financial-planning client meetings.

They also get into studying alongside a new job, setting exam deadlines, learning through real client examples and finding experienced people to learn from. For anyone considering a career change, or helping someone make one, this is a practical look at the transition beyond the job offer.

Ollie describes his position at the time of recording. His experience is one route into financial planning, rather than a template for everyone.

Recommended Why Ignoring Bitcoin Could Cost Financial Advisers Clients | Dan Parkinson

Fri, 02 Oct 2026 06:00:00 -0000

What should a financial adviser say when a client asks about Bitcoin?

Dan Parkinson, founder of The Bitcoin IFA, joins Adam Carolan to examine what Bitcoin means for UK financial planning. They discuss the difference between Bitcoin and other cryptocurrencies, the changing regulatory environment and the practical limits advisers currently face. The conversation also explores client retention, intergenerational wealth, self-custody, large Bitcoin holdings and what advice firms can do now to prepare.

This episode is for educational purposes only and does not constitute financial or investment advice.

How to Grow a Financial Advice Firm with Content and Personal Brand | Alan Smith Part 2

Fri, 25 Sep 2026 06:01:00 -0000

In Part Two of Adam Carolan’s conversation with Alan Smith, they move from operational growth to marketing, personal branding and client acquisition.

Alan explains how content, newsletters, podcasts, referrals and professional partnerships have created a connected marketing ecosystem for his financial planning firm. They also discuss niche positioning, recurring-revenue complacency, succession, recruitment and what Alan would do if he were building an advice firm again today.

Listen to Part One first: https://open.spotify.com/episode/7fbIlDDw85FWQWY9nSEyIb?si=a867952ad56a4992

He Gave Away Every Client to Scale His Financial Advice Firm | Alan Smith Part One

Fri, 18 Sep 2026 07:00:00 -0000

Alan Smith built Capital Partners one client at a time, then reached the point where being involved in everything stopped the firm from growing. In part one, he explains why he handed over almost every client, stepped away from day-to-day advice and rebuilt his role around strategy, growth and culture.

Alan and Adam also explore client handovers, consistent discovery, premium client experience, hiring the right operations leader and how AI could reshape financial planning and paraplanning. Part two continues with Alan’s marketing strategy and personal brand.

How to Start a Business Podcast That Wins Clients (Most Get This Wrong) | Charlie Perry

Fri, 11 Sep 2026 14:26:16 -0000

Want to start a business podcast that attracts the right audience and delivers meaningful results?

Charlie Perry, founder of podcast network Astrid, joins Adam Carolan to explain what separates a successful business podcast from another show disappearing into the noise.

Having built the podcasting arm of Steven Bartlett’s Social Chain and produced shows that have entertained millions, Charlie shares a practical guide to defining your audience, choosing the right format, booking guests and creating conversations people genuinely want to consume.

They discuss why businesses shouldn’t simply copy The Diary of a CEO, the realities of studio and remote recording, what happens during post-production and how one long-form episode can power an entire content strategy.

Charlie also explains why YouTube has changed podcast discovery, how to approach SEO, titles and thumbnails, and why conversions, trust and audience relevance matter more than vanity metrics.

A practical conversation for financial planners, business owners and marketing teams who want to build a podcast with a clear purpose, not merely chase views.

The Plannex Podcast is proudly sponsored by Iress.

James Ashford Part 2: Sold My Business. Then Money Became the Problem.

Fri, 04 Sep 2026 07:05:00 -0000

What happens when the business exit you worked towards finally happens and the money creates a completely new set of problems?
In Part 2, James Ashford gives Adam Carolan an unusually candid account of financial planning from the client’s side. Before building GoProposal, James describes himself as financially fearful, poorly informed and carrying the consequences of a failed business. Financial planning helped align him and his wife around their values, give their business a purpose and turn an unimaginable future into a route they could work towards.
But selling the business changed the game. James went from playing to win to playing not to lose. He explains the fear of moving large sums away from the apparent safety of a bank account, why trusted referrals mattered more than a polished sales message and what advisers need to understand about communicating with entrepreneurial clients.
The conversation also tackles the profession’s most difficult value question. For James, the greatest return has not been a tax wrapper or an investment figure. It has been the change from anxious weekend voice notes to calm, constructive decisions and the peace of knowing somebody capable is in control.
Finally, James and Adam explore AI. James is an enthusiastic user, but he will not give it responsibility for his children’s and grandchildren’s financial future. His challenge to planners is not to resist the technology, but to use it safely so there is more time for the human relationship clients value most.

James Ashford Part 1: Great Clients Don’t Exist. You Create Them.

Fri, 28 Aug 2026 07:56:27 -0000

What does it actually take to build a team that sells confidently, protects standards and performs without the founder becoming the bottleneck?
James Ashford, founder of GoProposal, joins Adam Carolan for a characteristically honest conversation about ethical selling, client experience, culture and letting go.
James explains why clients compare financial planners with Amazon and Uber, not simply with other firms. Why knowledge has little value without implementation. He challenges founders who project their own discomfort withselling onto younger team members and argues that ‘great clients’ are created by the standards set from the very first meeting.

The conversation then turns to building a 12-person team that produced the output buyers expected from a business four times its size. James shares how playbooks, weekly training, radical candour and safe-to-fail experimentscreated freedom rather than bureaucracy. He also reveals the two-poker-chip exercise that finally trained him to stop solving every problem himself.
Expect an unusually direct conversation about sales, delegation, standards and the truths business owners too often avoid.

You don't want to miss this!

Find out more about Plannex: https://plannex.co.uk/

Laura Pearson Part 2: Building a Business That Scales

Fri, 07 Aug 2026 07:02:26 -0000

What does it really take to scale a financial planning firm?

In part two of our conversation with Laura Pearson, founder of Storeton Rose, we explore the systems, people and leadership decisions that have fuelled the firm's growth.

Laura shares how client experience has become their biggest marketing channel, why hiring the right people matters more than hiring the most experienced, and the challenges every founder faces as a business grows beyond them.

We also discuss how AI is changing recruitment, building a high-performance culture, and the operational rhythms that keep the business moving.

In this episode:

Why client experience drives referrals
Building a team that can scale with the business
The founder bottleneck and knowing when to let go
How AI is changing hiring decisions
Creating systems that support long-term growth
Leadership lessons from scaling Storeton Rose

Whether you're building your first advice firm or leading a growing business, this episode is packed with practical insights from someone who's doing it today.

Laura Pearson Part 1: Building an Advice Firm From Scratch

Fri, 31 Jul 2026 06:59:16 -0000

Building an advice business is one thing.

Building one without existing clients, recurring income or previous wealth advice experience is another.

In Part 1 of the Plannex Podcast, Laura Pearson shares the journey from corporate mortgage management to launching Storeton Rose from her spare bedroom.

We discuss:

Leaving corporate life
Starting with no clients
Why she chose independence
Building confidence despite inexperience
The power of simple marketing
Growing to £180k revenue in year one

A practical conversation for anyone thinking about starting or scaling a financial planning business.

Jon Doyle Part 2: What Won't AI Replace?

Fri, 24 Jul 2026 06:30:00 -0000

AI is dominating conversations across financial planning but what does it actually mean for advice firms?

In Part 2 of our conversation with Juniper founder Jon Doyle, we move beyond the hype to explore where technology is genuinely creating value, and where the industry risks getting carried away.

Jon shares how his team has built automations that save time, why he's sceptical of claims that AI can replace the human side of financial planning, and the principles guiding Juniper's investment in technology.

We also discuss developing advisers, building scalable systems, and why, even in an AI-driven world, people skills remain the profession's greatest competitive advantage.

If you're a financial planning firm owner trying to work out where AI fits into your business, this is a conversation you'll want to hear.

Jon Doyle Part 1: Build It Your Way

Fri, 17 Jul 2026 07:38:22 -0000

When Jon Doyle launched Juniper in 2018, he didn't set out to build the fastest-growing financial planning firm.

He set out to build the right business for his life.

Starting with £18 million of assets under management and around 40 client families, Jon shares the lessons from growing Juniper to more than £140 million while balancing family life, navigating difficult hiring decisions and building a business with intention.

In Part 1 we discuss:

• Why he turned down the opportunity to sell
• Starting Juniper with just one administrator
• The hiring mistake that slowed growth
• Why building around your lifestyle isn't a weakness
• Growing from £18m to £140m
• Developing advisers from outside financial services

A refreshingly honest conversation about building a financial planning business on your own terms.

Victoria Hicks and Gaynor Rigby Part 2: What Is Your Firm Really Worth?

Mon, 29 Jun 2026 10:10:08 -0000

What makes a financial planning business valuable?

And more importantly, what makes it sellable?

In Part 2, Gaynor Rigby and Vicky go behind the scenes of more than 100 financial planning transactions to explain what buyers are really looking for, why some firms struggle to sell, and how owners can maximise the value of their business.

We discuss:

• How financial planning firms are valued • Why profit matters more than revenue • The data every firm should be tracking • Common mistakes sellers make • What buyers really want • Succession planning and exit readiness • Why culture and people can impact value

Whether you're planning to exit next year or in the next decade, this episode is packed with practical lessons for building a stronger business.

Victoria Hicks and Gaynor Rigby Part 1: The Business Behind The Advice

Fri, 19 Jun 2026 05:15:18 -0000

From £120m TO £1bn

After helping grow Equilibrium from £120m to more than £1bn in assets under management, Gaynor Rigby learned a simple truth:

Most advisers become business owners by accident.

In this episode, Gaynor and Vicky discuss what it really takes to build a successful financial planning business, from leadership and culture to marketing, systems and growth.

We discuss:

• How Equilibrium grew from £120m to £1bn+

• Why many advisers accidentally become business owners

• The importance of data, structure and accountability

• Building a strong culture as your team grows

• Why marketing should be a business priority

• The biggest mistakes firms make when trying to scale

A practical conversation for advisers and firm owners looking to build a better business, not just a bigger one.

David Carter Part 2: Comfortable or Growth?

Fri, 12 Jun 2026 07:00:00 -0000

After helping build a £700m advice business over nearly two decades, Dave Carter made one of the biggest decisions of his career.

He left the firm he helped build to become CEO of Absolute Financial Planning.

In Part 2, Dave explains why he took the leap, the vision behind Absolute, and why he believes independent financial planning still has a major role to play in the future of the profession.

We discuss:

Why he left a successful £700m advice firm
The challenge of building a national financial planning business
What makes a successful acquisition
The mistakes consolidators have made
Why independence still matters
Recruitment, adviser development and the future of advice
The opportunity Dave sees in the market today

A fascinating conversation about leadership, ambition and building something bigger.

David Carter Part 1: The Referral Mindset

Fri, 05 Jun 2026 07:29:46 -0000

In Part 1, Dave Carter joins Adam to share the story behind his rise from a cashier at Bradford & Bingley to becoming Managing Director of a £700m financial planning firm.

The conversation covers the pre-RDR world, building a client bank from scratch, generating hundreds of referrals, developing advisers from non-traditional backgrounds, and the lessons learned from nearly two decades in one business.

A fascinating look at ambition, opportunity, leadership, and why some of the best advisers don't start in financial services at all.

Dominic McLoughney and James Thompson Part 2: AI Won’t Replace You

Fri, 29 May 2026 06:44:00 -0000

In Part 2, Dominic McLoughney and James Thompson unpack how Becketts is approaching technology, AI, automation, and the future of financial planning.

The conversation explores the development of Beckett’s Connect, solving the advice gap, integrating AI into the client journey, and why the firms that embrace technology early will have a major advantage over the next decade.

But despite all the innovation, one thing remains central: human relationships.

A practical and honest discussion on how modern advice firms can scale smarter without losing what makes financial planning valuable in the first place.

Dominic McLoughney and James Thompson Part 1: The Advice Gap

Fri, 22 May 2026 06:32:00 -0000

In Part 1 with Becketts Financial Services, Dominic McLoughney and James Thompson unpack the journey of building the firm from the ground up. From losing advisers and surviving the early years to scaling through culture, client experience, and strategic hiring.

The conversation explores the turning points that shaped the business, why growth requires mindset shifts, and how they built a firm focused on exceptional client outcomes rather than sales targets or short-term wins.

A candid discussion on leadership, ambition, partnerships, and what it really takes to grow a modern advice business.

Steve Jordan Part 2: No Target, But Still Growth.

Fri, 15 May 2026 07:39:15 -0000

In Part 2, Steve Jordan shares how Five Wealth scaled to £1.2bn without sales targets, lead buying, or aggressive growth tactics. We explore culture, hiring, leadership, succession planning, and what changed after taking external investment. A practical conversation on what it really takes to build and grow a modern financial planning firm.

Steve Jordan Part 1: No Clients? Just Go And Find Some

Fri, 01 May 2026 06:56:50 -0000

Steve Jordan, co-founder of Five Wealth, shares the reality of starting out as a financial adviser with no clients and no safety net. From early career uncertainty to building relationships through networking and honesty. This episode explores how he developed a client bank from scratch and the mindset that helped lay the foundations for a £1.2bn firm.

Tom Morris & Rich Ellis Part 2: Don't Build a Firm On Your Own

Fri, 24 Apr 2026 07:20:25 -0000

In Part 2 with Tom Morris (Ovation) and Rich Ellis (Ellis Davies), we go deeper into what it really takes to build and run a modern financial planning firm.

We explore partnerships, decision-making, and why building a business alone is often overrated. The conversation covers tough moments. From COVID disruption to leadership pressure - alongside honest reflections on imposter syndrome, hiring, and losing team members.

Tom and Rich also share how they generate clients, their views on the future of the profession, and the reality of technology and AI inside advice firms today.

A candid, practical episode on leadership, growth, and building a financial planning business that actually works.

Tom Morris & Rich Ellis Part 1: We Got It Wrong At First

Fri, 17 Apr 2026 06:02:00 -0000

Tom Morris (Ovation) and Rich Ellis (Ellis Davies) share their journeys from accidental entry into financial services to leading their own firms.

We explore the reality of early career struggles, what it takes to become a great financial planner beyond technical knowledge, and the transition into leadership. From employee to MD, and from employed adviser to business owner. The conversation also dives into fee models, network vs DA decisions, and the mistakes made in the first few years of building a firm.

A candid look at growth, leadership, and the real decisions behind running a modern UK financial planning business.

Barry Horner & Philippa Hann Part 2: From Suing IFAs to Leading a Top Firm

Fri, 10 Apr 2026 05:30:00 -0000

Philippa Hann, CEO of Paradigm Norton, joins the conversation to share her unconventional journey from lawyer. Spending 20 years suing financial firms to leading one of the UK’s most respected financial planning businesses.

Together, they explore what Philippa learned from seeing the industry at its worst, why financial planning is “life-changing” when done well, and how she’s reshaping the firm alongside Barry through structure, leadership, and a shift toward organic growth.

A candid conversation on career change, leadership transition, culture, and what the future of financial planning firms really looks like.

Barry Horner Part 1: From Start-up to Employee Ownership

Fri, 27 Mar 2026 07:12:00 -0000

Barry Horner, a Founder of Paradigm Norton, shares the journey of building one of the UK’s most respected financial planning firms. From hand-to-mouth early days to scaling through acquisitions and transitioning to employee ownership.

We explore the key decisions that shaped the firm, from pioneering fee-based advice in a commission-driven market to building a strong culture, hiring for values, and planning succession over the long term. A candid conversation on growth, mistakes, leadership, and what it really takes to build a financial planning business that lasts.

Jo Little & Alfie Mullan Part 2: The Leadership Doubts No One Talks About in Financial Planning

Fri, 20 Mar 2026 07:00:00 -0000

In Part Two of our conversation with Jo and Alfie from Emery Little, we go deeper into the realities of leadership, personal growth, and building a modern financial planning firm.

Alfie shares his experience with imposter syndrome, explaining how self-doubt can still appear even for confident leaders, and why pushing through discomfort has been essential to his development. Jo reflects on her journey as a young female CEO in financial planning, the challenges that come with visibility in the industry, and the importance of representation.

The conversation also explores how Emery Little is evolving internally. From experimenting with a pod-style team structure to overhauling their technology stack with Microsoft 365 and AI tools like Copilot.

Jo and Alfie discuss leadership mistakes, communication challenges, and what they’ve learned from difficult decisions. They also share their ambitions for the firm’s future, including plans to scale toward £600m and eventually £1bn in assets, while maintaining a lean, high-performing team.

A candid conversation about leadership, vulnerability, technology, and building a values-driven financial planning business.

Jo Little & Alfie Mullan Part 1: Rebuilding a 3rd-Generation Financial Planning Firm

Thu, 12 Mar 2026 16:45:37 -0000

In this episode of the Plannex Podcast, Adam Carolan & Rohan Sivajoti are joined by Jo and Alfie from Emery Little, a third-generation financial planning firm navigating leadership transition, strategic change, and the power of niche positioning.

Jo, now CEO of the family-founded firm, shares the journey of stepping into leadership after her father, while Alfie reflects on his 18-year path from school leaver to key leader within the business. Together, they discuss the emotional and practical realities of succession, the importance of having a clear leader, and how coaching helped them navigate the transition.

The conversation explores Emery Little’s transformation, from redefining their investment philosophy and fee structure to reshaping the team and doubling down on their niche advising BP employees and retirees.

Jo and Alfie also reflect on lessons from a failed startup aimed at tech entrepreneurs, how the firm streamlined from 25 to 19 employees, and why culture - described internally as “joyful professional” - sits at the heart of their strategy.

A candid conversation about leadership, niche strategy, culture, and evolving a family-founded financial planning firm for the next generation.

The Growth Traps No One Warned Me About with Sam Sloma Part Two

Fri, 06 Mar 2026 07:00:00 -0000

In Part Two, Sam Sloma dives into the niche that shaped Engage FS - advising professional footballers - and why that market runs on trust, discretion, and long-term agent relationships.

While athletes make up 25% of the firm, the real growth engine is advising younger business owners exiting for £10m+. We explore how exit planning differs from traditional retirement advice, and why Sam uses financial planning software as a "red flag" tool rather than a forecasting crutch.

We also discuss niche positioning, acquisition offers, scaling a UK financial planning firm, percentage vs fixed fees, and Sam's candid views on industry ego and long-term wealth planning.

The Growth Traps No One Warned Me About with Sam Sloma Part One

Thu, 26 Feb 2026 12:18:00 -0000

In Part One, Sam Sloma, Managing Director of UK financial planning firm Engage FS, shares his journey from lower-league professional footballer to building a 140-family advice business.

We unpack how he launched his IFA firm in 2017 with 25 loyal clients and £180k in first-year revenue, the early operational mistakes that shaped the business, and why he chose - and later questioned - a fixed-fee pricing model.

We also explore his annual "Surge" client review system, lessons from his first acquisition, and how he thinks about scaling a financial planning firm without sacrificing lifestyle.

A candid conversation on fee models, firm growth, and staying calm under pressure.

Your Myths on ESG Portfolios Debunked with Max Tennant

Fri, 20 Jun 2025 18:38:13 -0000

In this episode of That NextGen Planners Podcast we chatted with Max Tennant.

Here we discussed; the power of thoughtful client questions, misconceptions about ESG investments and shifting the advice profession's mindset from "Do Nothing" to "Do Something".

Join our community: www.nextgenplanners.co.uk

Money and Millenials with Iona Bain

Fri, 30 May 2025 07:00:00 -0000

In this episode of That NextGen Planners Podcast we are joined by the brilliant Iona Bain.

We discuss misconceptions about Millennials and Gen Z's financial habits, barriers to wealth building, and the impact of social media on young people's financial knowledge.

Join our community: www.nextgenplanners.co.uk

TikTok's Surprising Wealth Demographic with Ian Dempsey

Fri, 16 May 2025 07:00:00 -0000

In this episode of That NextGen Planners Podcast we talk to Ian Dempsey.

Here we discuss; harnessing social media, building trust with clients online and the power of personal branding.

Join our community: www.nextgenplanners.co.uk

Business Benefits of Inclusion with Charlotte Phillips-Lynn

Mon, 28 Apr 2025 04:57:59 -0000

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

Fri, 04 Apr 2025 07:00:00 -0000

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

The 'Secret' about Manifesting with Jon Dunckley

Fri, 21 Mar 2025 08:37:27 -0000

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

Fri, 07 Mar 2025 08:24:06 -0000

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

Two-Thirds of Advisers Are Unhappy With Their Providers with Ash Weston

Fri, 21 Feb 2025 08:00:00 -0000

In this episode of the NextGen Planners Podcast we chat to Ash Weston, Head of Managed Portfolio Services at 8am Global.

Here we chat about the relationship between financial advisers and DFMs, the challenges of data transparency and reporting in the DFM industry and the age old question of whether a monkey or kangaroo would win in a fight.

Join our community: www.nextgenplanners.co.uk

95% of advisers are making this pricing mistake with Karl Dines

Fri, 07 Feb 2025 08:00:00 -0000

In this episode we are joined by Karl Dines. Karl works with UK Financial Services Firms on a consultancy basis with his firm Open Door Policy Building Propositions.

In this episode we explore the importance of understanding and documenting the true cost of financial advice, how firms often underestimate their costs of service delivery and the challenges of pricing models.

Join our community: www.nextgenplanners.co.uk

Why Taylor Outsources Paraplanning with Hannah Wynick

Fri, 24 Jan 2025 09:00:00 -0000

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

Fri, 10 Jan 2025 09:00:00 -0000

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

Christmas Special

Fri, 20 Dec 2024 08:00:00 -0000

It's the Christmas Special of That NextGen Planners Podcast.

In the episode the hosts reflect on 2024, look forward to Christmas and are joined virtually by some top notch guests sharing some words of wisdom.

Join our community: www.nextgenplanners.co.uk

Strategy and Substance with Nicola Crosbie

Fri, 06 Dec 2024 10:36:29 -0000

In this episode the gang sit down with financial planner Nicola Crosbie.

They chat about; the process of getting into advice, bringing on a business strategist and focusing on what matters.

Join our community: www.nextgenplanners.co.uk

Not so soft skills with George Kinder

Fri, 22 Nov 2024 08:00:00 -0000

In this episode we are joined by the one and only George Kinder.

George joined us virtually to talk about listening, mindfulness and truly connecting with clients.

Join our community: www.nextgenplanners.co.uk

Life By Design with Christian Mather

Fri, 15 Nov 2024 08:00:00 -0000

In this episode of That NextGen Planners Podcast we have a great chat with Christian Mather.

Here we go into detail about what it takes to set up on your own, the struggles of getting clients initially and building a life that works for you.

Join our community: www.nextgenplanners.co.uk

Coaching Conversations with Jo Wall

Fri, 25 Oct 2024 07:00:00 -0000

In this episode of That NextGen Planners Podcast we talk to the brilliant Jo Wall.

Here we discuss the challenges of setting up your own business, the distinctions between financial planning and financial coaching as well as some key techniques to strengthen client relationships.

Every 2 weeks, we chat to a superstar entrepreneur in the world of financial planning, to hear their stories and gain insights on how to launch a successful financial planning business.

What not to wear with The Hosts

Fri, 11 Oct 2024 10:03:30 -0000

In this episode of That NextGen Planners Podcast we the hosts chat about dress code.

Here we go into detail about whether what you wear as a financial planner matters, how attitudes have changed and our personal feelings on the topic.

Join our community: www.nextgenplanners.co.uk

ESG- Before It Was Cool with Julian Parrott

Fri, 27 Sep 2024 07:00:00 -0000

In this episode of That NextGen Planners Podcast we chat with the brilliant Julian Parrott from Ethical Futures.

Here we go into detail about why ethical investing in important, what advisers should be paying attention to and how this space has evolved in recent years.

Join our community: www.nextgenplanners.co.uk

Building an evidence-based business with Jonathon Jay

Fri, 13 Sep 2024 07:00:00 -0000

In this episode of That NextGen Planners Podcast, we chat with the awesome Jonathon Jay from Hoxton Wealth.

We chat about Hoxton's venture into the UK with Hoxton Wealth, the growth of evidence-based investing, what real financial planning is in Jonathon's opinion, and much more.

Join our community: www.nextgenplanners.co.uk

Growing a Life Planning Business with Nila Mistry

Fri, 30 Aug 2024 07:00:00 -0000

In this episode of That NextGen Planners Podcast, we chat with the awesome Nila Mistry, who runs Prosperity Life Planning.

We chat about the difference between financial advice and financial planning, how to grow a financial planning business that focuses on life planning, and tips for being a great financial life planner.

Join our community: www.nextgenplanners.co.uk

Building better client experience with Dan Graham

Fri, 16 Aug 2024 08:00:00 -0000

In this episode of That NextGen Planners Podcast, we chat with Chief Designer at docVinci and Head of Marketing at NextGen Planners, Dan Graham.

We chat about lots of topics including building a world class client experience, the importance of brand and standing out, marketing, personal brand, AI and much, much more! 🙌

Scaling Quickly with Sean McDermott and Vicki Langdon

Fri, 02 Aug 2024 16:54:10 -0000

In this episode of That NextGen Planners Podcast we chat with the award-winning Sean & Vicki from Lightside Financial Planning.

Here we chat about about how Sean & Vicki have grown Lightside Financial Planning, the pros and cons of having lots of clients and the lessons they have learned along the way.

Join our community: www.nextgenplanners.co.uk

Do Awards Matter? with Sarah Elson

Fri, 19 Jul 2024 08:00:00 -0000

In this episode of That NextGen Planners Podcast hosts Amelia, Taylor and Clara chat with Sarah Elson co-founder of Berry and Oak.

Here they dive into detail about; whether awards are fair, what awards should exist and some tips for winning.

Join our community: www.nextgenplanners.co.uk

Meet the Hosts with Taylor Beavis

Fri, 05 Jul 2024 08:25:13 -0000

In this episode of the brand new That NextGen Planners Podcast meet one of the two brand new co-hosts.

First up is Taylor Beavis. Amelia and Clara chat to Taylor about who he is, what he does and why he does it.

Join our community: www.nextgenplanners.co.uk

Meet the Hosts with Clara Metcalfe

Fri, 05 Jul 2024 08:00:00 -0000

In this double release for the new That NextGen Planners Podcast we meet our other brilliant co-host Clara Metcalfe

Amelia and Taylor chat to Clara about who she is, what she does and why she does it.

Join our community: www.nextgenplanners.co.uk

Using Tech Smartly in Financial Planning with Adam Owen

Wed, 26 Jun 2024 11:03:01 -0000

In this episode of the NextGen Planners TechStack ® Podcast, Francois du Toit chats with Adam Owen.

Here they discuss; the ever-evolving landscape of financial planning, the increasing role of AI in content production and the importance of mindful technology use.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

DFM Dynamics with Peter Clark

Fri, 21 Jun 2024 09:16:39 -0000

In this episode of the NextGen Planners Podcast Amelia talks with the CEO of Bentley Reid, Peter Clark.

Here they discuss; the DFM landscape right now, the evolution of client expectations and the role of technology.

Join our community: www.nextgenplanners.co.uk

Leveraging AI for Business Success: Insights from AI expert Verena Weber

Wed, 19 Jun 2024 09:16:12 -0000

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Verena Weber, an accomplished consultant with a rich background in statistics and artificial intelligence.

Here they talk about the role of AI agents and large language models, the potential of Microsoft's Copilot technology and the balance between human oversight and AI automation, particularly in regulated sectors like finance.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

Future-Proofing Financial Planning with Fintech Expert Jason Pereira

Wed, 12 Jun 2024 12:44:33 -0000

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Jason Pereira, a visionary in financial planning, regulation, and fintech advocacy in Canada.

Here they chat about technological innovations reshaping the financial planning landscape, the potential of artificial intelligence, and the importance of clean, rich data for enhancing efficiency in financial planning systems and CRMs.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

Embracing ESG in Investing with Clémence Chatelin

Fri, 07 Jun 2024 09:34:31 -0000

In this episode Amelia chats with Clémence Chatelin, ESG Integration Manager at CCLA.

Here they discuss, the development of the ESG landscape, integrating ESG in investing and what's on the horizon.

There were a few connection difficulties but the discussion is so interesting you won't want to miss it.

Join our community: www.nextgenplanners.co.uk

Predicting the future of technology in financial planning with Roger Portnoy

Wed, 05 Jun 2024 07:00:00 -0000

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Roger Portnoy, the Chief Strategy Advisor for Object Way SPA.

In this episode, they discuss the future of innovation in the wealth management sector, the unique challenges of introducing new technology in a trust-oriented and heavily regulated industry and how AI can revolutionise client acquisition, engagement, and operational processes.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

Out-of-this-world Virtual Client Interactions with Panos Leledakis

Wed, 29 May 2024 09:12:14 -0000

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Panos Leledakis, a pioneer in leveraging technology to transform the financial planning and insurance industry.

Here they discuss the evolving landscape of technology, the power of AI in content creation and client engagement, and the importance of embracing a forward-thinking mindset in the professional world.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

Paraplanning: Past, Present and Future with Rebecca Tuck

Fri, 24 May 2024 13:58:00 -0000

In this episode Amelia chats with Rebecca Tuck, Financial Planning Operations Manager at Paradigm Norton.

Here they talk about the evolution of paraplanning, what the future of paraplanning looks like and what changes need to be made.

Join our community: www.nextgenplanners.co.uk

Transforming the Future of Financial Planning with Chris Davies

Wed, 22 May 2024 06:30:00 -0000

In this episode of the NextGen Planners TechStack ® Podcast Adam Carolan chats with Founder of Model Office Chris Davies.

Here they talk about the transformative power of cutting-edge technologies in the financial planning industry, the importance of integrating tech for data analysis and the disruptive potential of technologies like GPT-driven chat services in banking.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

Timestamps

00:00 Introduction, AI history, robo advisors' impact discussed.

03:35 Robos automate investment tasks, tools used actively.

07:37 Professional indemnity insurance, risk management, compliance costs.

12:13 Quality data and tech drive best performance.

13:29 Tech firms eyeing financial services, regulatory risks.

19:31 Technology isn't magic, but crucial for business.

20:51 NextGen planners must employ data analytics effectively.

24:24 Software integrates data for Microsoft 365 and Power BI.

28:13 Summary: Ensuring control and compliance in technology implementation.

Balancing Science and Art in Financial Planning with Gary Winslow

Wed, 15 May 2024 07:49:34 -0000

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Gary Winslow, Business Development Director for Asset-Map in the UK.

Here they discuss the evolving role of technology in financial planning, the importance of using technology to enhance client interactions rather than replace them and Gary shares insights into how financial planners can use technology to improve client engagement.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

Data Driven Decisions with Jen Lothian

Fri, 10 May 2024 09:05:35 -0000

In this episode of the NextGen Planners Podcast Amelia chats with Jen Lothian CEO and Co-Founder of My Ark.

Here they talk about the importance of acquiring the right data, the necessity of seeing data in context and how tech that can help with this.

Join our community: www.nextgenplanners.co.uk

From AI to Client Portals with Danni Le Grande

Wed, 08 May 2024 06:00:00 -0000

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Head of Consulting at Finura Group Danni Le Grande

Here they discuss; the integration of advanced technology in advice platforms, the burgeoning use of client portals for improved cybersecurity, and the challenges and opportunities presented by technology.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

Tech-Driven Efficiency with George Cooper

Fri, 03 May 2024 09:25:33 -0000

In this episode of the NextGen Planners Podcast Amelia talks with Founder of Advice Flow, George Cooper.

Here they talk about; demystifying the tech landscape, optimising work flows and what automation can do for advisers.

Join our community: www.nextgenplanners.co.uk

Putting advice in the palm of the client with John Mason

Wed, 01 May 2024 08:15:41 -0000

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with John Mason from Dynamic Planner.

Here they discuss; the integration of technology in financial planning, the importance of technology in succession planning within financial advice firms and the ongoing need for human elements in financial planning.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

People, Purpose and Progress with Harriet Davis

Fri, 26 Apr 2024 09:13:31 -0000

In this episode of the NextGen Planners Podcast Amelia talks with founder of Evolve, Harriet Davis.

Here they talk about; where you are going wrong with job descriptions, how to manage a team through times of change and how to promote growth.

Join our community: www.nextgenplanners.co.uk

Investing Smarter with AI with Chris Shuba

Wed, 24 Apr 2024 07:49:50 -0000

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Chris Shuba from Helios.

Here they discuss; how Helios uses AI to create customised investment portfolios, the benefits it can offer financial planners and the challenges and opportunities of using AI in investment management across different regulatory environments.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

Solving Life Admin with Fraser Stewart and Gary Stewart

Fri, 19 Apr 2024 06:30:00 -0000

In this episode of the NextGen Planners Podcast Dan talks to co-founders of Lyfeguard, Fraser Stewart and Gary Stewart.

Here they discus the importance of good organisation, working with a digital-first generation and the role of integrations.

Join our community: www.nextgenplanners.co.uk

The Human Core of Financial Tech with Neil Parker

Wed, 17 Apr 2024 06:30:00 -0000

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Neil Parker from PlanHappy Services.

In this conversation they talk about, the evolution of financial tech over the past decade, the gaps in traditional financial software and the importance of customisation.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

How finance pros can utilise TikTok with Tom Parkinson

Fri, 12 Apr 2024 08:13:15 -0000

In this episode of the NextGen Planners Podcast Dan Graham chats with Chartered Financial Planner Tom Parkinson from Heritage Investments.

Here they talk about utilising social media, the importance of a personal brand and the process of getting chartered.

Join our community: www.nextgenplanners.co.uk

How AI could help financial planners access different markets with Alan Gurung

Wed, 10 Apr 2024 17:19:32 -0000

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan talks with Advisory AI Co founder Alan Gurung. .

In this conversation they talk about, how to scale paraplanning in firms using AI, how AI can help with the mundane admin tasks and what it will mean for advisers in the near future.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

The Power of Productivity with Matt Jeffery

Fri, 05 Apr 2024 06:30:00 -0000

In this episode of the NextGen Planners Podcast Amelis chats to Senior Manager at Alpha Matt Jeffery.

Here they discussed some easy wins in terms of productivity, how tech fits into this and the specifics around client segmentation.

Join our community: www.nextgenplanners.co.uk

Tech-Human Synergy with Derek Gardiner

Wed, 03 Apr 2024 11:10:46 -0000

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Derek Gardiner CTO of Commotion.

In this conversation they talk all about significant changes brought about by technology, strategies for businesses to adapt to technological advancements and the concept of building a "network of trust".

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

Digital Progress on the Provider Side with Anthony Rafferty

Wed, 27 Mar 2024 09:05:55 -0000

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Anthony Rafferty, CEO of Origo.

In this conversation they talk all about exciting developments in the fintech space, creating solutions to financial planners problems and the future of finance.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

Guiding through Grief with Lou Gladwell and Colin Low

Fri, 22 Mar 2024 09:15:16 -0000

In this episode of the NextGen Planners Podcast Amelia chats with Lou Gladwell and Colin Low from Kingsfleet Wealth.

Here they reflect on the last two years, during which Lou lost her husband Gary, who also worked at Kingsfleet. The conversation offers an in-depth look into how a company can cope with an extremely sad and unexpected crisis, and what advisers can now do to help others and change the way businesses work.

You can still donate to Gary's page here:

https://www.justgiving.com/fundraising/Gary-Gladwell

Join our community: www.nextgenplanners.co.uk

Harnessing Technology for Better Financial Planning with Vincent Heys

Wed, 20 Mar 2024 08:33:09 -0000

In this episode of the NextGen Planners TechStack™ Podcast, host François du Toit talks with Vincent Heys from Wealthstack.

They chat about the distinction between "fast money" and "slow money," the importance of engaging clients through technology, and the challenges and opportunities presented by digital advancements in the industry.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

Examining the early practical uses of microsoft copilot and how paraplaning could evolve with Katie Cirjack

Wed, 13 Mar 2024 08:57:46 -0000

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Katie Cirjak from Scale Up Paraplanning in Australia.

In this conversation they talk all about early practical uses of Microsoft Copilot, the benefits of creating GPTs and the evolving role of paraplanners.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

Turning 40 and Turning Points with Darren Day

Fri, 08 Mar 2024 09:17:48 -0000

In this episode Amelia sits down with FInancial Planner Darren Day.

Here they talk about the transition from the military to finance, lessons Darren has taken with him and what turning 40 and the future looks like.

Join our community: www.nextgenplanners.co.uk

A Futurist's Perspective on Finance and Technology with Charlotte Kemp

Wed, 06 Mar 2024 07:58:50 -0000

In this episode of the TechStack Podcast brought to you by the NextGen Planners Podcast, host Francois du Toit is joined by Charlotte Kemp, the Futures Alchemist, to explore the fascinating intersection of futurism and financial planning.

Charlotte delves into the concept of futures thinking, explaining how adopting a forward-thinking mindset is crucial for both financial advisors and their clients in navigating the complexities and rapid changes brought about by technology.

She discusses the role of financial advisors as futurists, the importance of preparing for various future scenarios, and the impact of technological advancements like AI on the industry.

Through engaging conversation, Charlotte offers valuable insights into embracing change, the significance of mindset, and the potential risks and opportunities that lie ahead, providing a comprehensive understanding of how to thrive in an uncertain future.

Join our community: www.nextgenplanners.co.uk

Words that Win with Jo Faith

Fri, 01 Mar 2024 08:01:25 -0000

In the episode Amelia talks with Jo Faith, founder of Jo Faith Copywriting.

Here they discuss the importance of good website copy, some common mistakes made and Jo gives some brilliant practical tips to upgrade your copy.

Join our community: www.nextgenplanners.co,uk

Predicting the Future of Financial Planning with Doug Fritz

Wed, 28 Feb 2024 08:02:24 -0000

In this episode of the TechStack podcast Adam Carolan talks to Doug Fritz CEO of F2 strategy.

Here they talk about AI in WealthTech today, diving into how artificial intelligence is used in UK wealth technology, with real examples.

They also talk about the challenges and risks with tech in finance from keeping data safe to making sure AI advice is reliable.

And finally what's next for WealthTech. See what innovations and AI developments can we expect to see in the UK's financial planning scene in the coming years.

Join our community: www.nextgenplanners.co.uk

Mentorship Matters with Sian Davies Cole

Fri, 23 Feb 2024 09:04:31 -0000

In this episode Amelia sat down with Director of Plan Works, Sian Davies Cole.

Here they talked about the importance of mentoring, the characteristics of a good mentoring relationship and understanding people's individual needs.

Join our community: www.nextgenplanners.co.uk

Hyper-Personalisation and Efficiency through AI with Alex Gassner

Wed, 21 Feb 2024 09:08:13 -0000

In this episode, host Francois du Toit sits down with Alex Gassner from paraplanner.ai to discuss the cutting-edge role of AI in financial planning.

Alex shares his extensive experience, starting from his early days in wealth management to his current venture in AI, focusing on how technology can streamline operations, enhance client engagement, and drive efficiency in financial advisory services.

They touch upon the evolution of AI from simple chatbots to sophisticated platforms capable of offering hyper-personalised financial advice, the challenges and opportunities in integrating AI into existing tech stacks, and a glimpse into the future of financial planning.

Join our community: www.nextgenplanners.co.uk

Operations Odyssey with Jennifer Ellis

Fri, 16 Feb 2024 13:04:57 -0000

In the episode Amelia talks with Director of Wellington Wealth, Jennifer Ellis.

Here they discuss the journey of launching a financial planning firm, the work behind the scenes and lessons learned along the way.

Join our community: www.nextgenplanners.co,uk

Navigating the Digital Wave with David Davies

Wed, 14 Feb 2024 08:52:05 -0000

In this second episode, Adam Carolan and David Davies delve into the digital transformation sweeping through the financial advice sector.

They discuss the increasing role of technology in improving efficiency and client interactions, particularly through the use of digital tools for tasks like meeting note-taking. This technological shift enables advisors to focus more on their clients, fostering better conversations and understanding.

David is leading efforts at Navos to revolutionise the financial planning industry by developing a tool that leverages data and AI to automate back-office operations and compliance tasks for financial advisors.

This conversation underscores the critical need for the profession to embrace digital advancements to stay competitive and relevant.

Find out more about them 👉 https://navos.co.uk/

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

Separation Strategies with Daniel Gornall

Fri, 09 Feb 2024 00:01:44 -0000

In this episode Amelia sits down with Daniel Gornall from Centurion Chartered Financial Planners who is a Financial Planner specialising in divorce and separation.

Here they chat about the technical side of divorce planning, the importance of a joined up approach and understanding the mindset of clients.

Join our community: www.nextgenplanners.co.uk

How Saturn are Transforming Meeting Notes with Rohit Vaish and Amal Jolly

Wed, 07 Feb 2024 08:58:05 -0000

In the VERY FIRST episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Rohit Vaish and Amal Jolly from Saturn AI 🤖

For our first conversation, we're discussing how meeting notes have progressed over the years, and how AI is shaping the ability to get better meeting notes from clients. The end result is that financial planners have more time to focus on social cues and great conversations with their clients, whilst technology deals with the admin.

Rohit & Amal are building something very cool in the world of financial planning at the moment. Their tool is aiming to automate back office operations and compliance for financial advisers using data and AI.

Find out more about them 👉 heysaturn.com

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

Money Mindset with Laura Ann Moore

Fri, 26 Jan 2024 08:34:03 -0000

In this episode Amelia talks with Laura Ann Moore a financial coach and financial wellbeing speaker.

Here they talk about; the benefits of financial coaching, understanding the emotions behind money and how to harness these to reach your goals.

Join our community: www.nextgenplanners.co.uk

AI Advancements with Mark Whitcroft

Fri, 19 Jan 2024 10:52:58 -0000

In this podcast Amelia talks to Co-Founder of Planner Pal, Mark Whitcroft.

Here they talk about; AI in financial planning, whether it is a threat or opportunity and how financial planners can leverage this.

Join our community: www.nextgenplanners.co.uk

Twenty Twenty Fore Planning with Garry Hale

Fri, 12 Jan 2024 09:55:14 -0000

In this episode Amelia talks to Founder and Director of HK Wealth Garry Hale.

Here the chat about: insights from 2023, strategies for a successful 2024 and really getting into the mind of a client.

Join our community: www.nextgenplaners.co.uk

Tomorrow's Guidance with Nitika Vyas

Fri, 05 Jan 2024 08:11:27 -0000

In this episode Amelia talks to Nitika Vyas, co founder of Aila Money.

Here they chatted about; forging a new era of financial guidance, using tech to help close the advice gap and launching new ventures.

Join our community: www.nextgenplanners.co.uk

Rewriting The Future with Sonia Rach

Fri, 15 Dec 2023 10:17:05 -0000

In this episode Amelia talked to Sonia Rach, Deputy News Editor at FTAdviser, Financial Times and Author.

Here they chatted about self publishing a book, the gap in financial education and the difference we can make.

Join our community: www.nextgenplanners.co.uk

Inheriting Tomorrow with Rish Sareen

Fri, 01 Dec 2023 10:59:08 -0000

In this episode Amelia talks with Founder of Trustestate, Rish Sareen.

Here they talk about digitising the probate process, intergenerational wealth and the challenges and opportunities the great wealth transfer will bring.

Join our community: www.nextgenplanners.co.uk

Dynamic Data with Nicky Sevel

Fri, 24 Nov 2023 09:15:20 -0000

In this episode Amelia talked to Nicky Sevel, Founder of Woven Advice.

Here they chatted about; the importance of data, the fintech future and the challenges of being an entrepreneur.

Join our community: www.nextgenplanners.co.uk

Financial Planning and ADHD with Yeara Rosenthal

Fri, 17 Nov 2023 11:34:36 -0000

In this episode Amelia talks to ADHD Coach Yeara Rosenthal.

Here they discussed; ADHD in clients and considerations to take, what individuals with ADHD can do to help themselves and how businesses can be more mindful and create an inclusive work environment.

Join our community: www.nextgenplanners.co.uk

Diversity of Thought with Linda Kelland

Fri, 10 Nov 2023 09:34:49 -0000

In this episode Amelia talks to Linda Kelland, Neurodiversity Specialist.

Here they discussed; why the topic of neurodiversity can't be ignored, strategies for neurodivergent individuals and how companies can be more inclusive.

Join our community: www.nextgenplanners.co.uk

Building Better Teams with Olivia Maynard

Fri, 03 Nov 2023 15:29:16 -0000

In this episode Amelia talks to Olivia Maynard, Operations Director at TFP Financial Planning Ltd.

Here they discussed; what good culture looks like, how to recruit to make a strong team and mindful approaches to team building.

Join our community: www.nextgenplanners.co.uk

The Power of Community with Laura Blake

Fri, 27 Oct 2023 08:38:20 -0000

In this episode Amelia talks with Laura Blake, Philanthropy Director at Somerset Community Foundation.

Here they discussed; the purpose of community foundations, the impact of local giving and how community foundations can support financial planners.

Join our community: www.nextgenplanners.co.uk

Bridging the Wealth Gap with Bimpe Nkontchou

Fri, 20 Oct 2023 07:17:23 -0000

In this episode Amelia talks with Bimpe Nkontchou, Founder of Wealth 8.

Here they talked about the necessity for a platform like Wealth8, the challenges faced by the black community in wealth-building, and the role of financial planners in addressing these disparities.

Join our community: www.nextgenplanners.co.uk

Tech Transformations with Ian Horne

Fri, 13 Oct 2023 10:56:50 -0000

In this episode Amelia chats with Ian Horne, Author and European Head of Content at Money 20/20.

Here they talk about the benefits and challenges of embracing technology in the financial industry, the power of decentralized finance platforms and their implications for financial inclusion and the ethical and regulatory considerations surrounding fintech advancements .

Join our community: www.nextgenplanners.co.uk

Solving the Challenges of Career Transition with Sam Oakes

Fri, 06 Oct 2023 06:46:39 -0000

In this episode Adam chats with Sam Oakes, Founder of Financial Planner Life and Financial Planner Life Academy.

Here they talk about becoming a B Corp, the launch of the Financial Planner Life Academy and how a Tom Cruise impression went viral on TikTok.

Join our community: www.nextgenplanners.co.uk

The Empathy Edge with Keith Boyes

Fri, 29 Sep 2023 08:38:15 -0000

In this episode Amelia chatted with Keith Boyes, Chartered Financial Planner and Managing Director of Spentwell.

Here they discussed different strategies for effective communication, what good listening looks like and the importance of empathy in a people-centric approach to financial planning.

Join our community: www.nextgenplanners.co.uk

Planning with Purpose with Anthony West

Tue, 26 Sep 2023 14:11:58 -0000

In this episode Amelia chatted with Anthony West, Independent Financial Adviser at Beckett Investment Management Group.

Here they talked about adapting as a financial planner, balancing demands and prioritising mental health.

Join our community: www.nextgenplanners.co.uk

The Impact of Storytelling with Charlie French

Fri, 15 Sep 2023 07:51:52 -0000

In this episode Amelia chatted with Charlie French, co-founder of Etcho.

Here they discussed the power of storytelling in financial planning, the significance of developing a connection between clients and their portfolios and the transformative potential of impact investing.

Join our community: www.nextgenplanners.co.uk

From Buyouts to Breakthroughs with James Thompson

Fri, 08 Sep 2023 07:25:38 -0000

In this episode Amelia chatted to James Thompson, Chartered Financial Planner and Director at Becketts.

Here they talked about navigating unforeseen circumstances, the nuances of management buy-outs and adapting in the industry.

Join our community: www.nextgenplanners.co.uk

Creating Ambassadors for Your Brand with Diana Cabrices

Fri, 25 Aug 2023 00:57:23 -0000

In this episode Dan chatted with Fractional Chief Evangelist to B2B Wealthtech Brands, Diana Cabrices.

Here they talked about the role of brand ambassadors, how to identify them and how to cultivate meaningful relationships.

Join our community: www.nextgenplanners.co.uk

Wading Through The Sludge with Dr Moira Somers

Fri, 18 Aug 2023 05:13:31 -0000

In this episode Amelia chatted with Psychologist, Family Wealth Consultant and Coach, Dr Moira Somers.

Here they talked about; the concepts of nudge and sludge, the impact of dark patterns and behavioural factors in decision making.

Join our community: www.nextgenplanners.co.uk

Responsible Returns with Marc Hendriks

Fri, 11 Aug 2023 01:45:07 -0000

In this episode Amelia talked to Marc Hendriks, Chief Investment Officer at Green Growth Investments Ltd.

Here they discussed; where to put your money to make a difference, how to wade through the data and what the future looks like.

Join our community: www.nextgenplanners.co.uk

Why We Need a New Approach to Money with Chris Budd

Fri, 04 Aug 2023 07:09:40 -0000

In this episode Adam Owen chatted with Chris Budd, founder of the Institute for Financial Wellbeing and author of two financial wellbeing books.

Here they talked about the intricate link between happiness and our interactions with money, understanding our own mental landscape and how good financial planning can support a positive outcome.

Join our community: www.nextgenplanners.co.uk

This Time It's Personal (Branding) with Isobel Cowell

Fri, 28 Jul 2023 06:20:02 -0000

In this 200th episode of the NextGen Planners Podcast Amelia sat down with Isobel Cowell, Head of Social at the global personal branding agency, Kurogo.

Here they talked about; the importance of personal branding in 2023, the many pitfalls of social media and how to take the first step.

Join our community: www.nextgenplanners.co.uk

Platforms, Performance and Future Prospects with Adam Prestwood

Fri, 21 Jul 2023 07:03:43 -0000

In this episode Amelia talked to Adam Prestwood, Operations Director at P1 Investment Management.

Here they discussed, the frustrations planners have with platforms, where the client fits in and what the platform space might look like in the future.

Join our community: www.nextgenplanners.co.uk

From Planning To Programming with Gurdit Singh

Fri, 14 Jul 2023 06:52:45 -0000

In this episode Amelia chatted with Gurdit Singh, co-founder of Fintegrate and managing director of Chameleon Financial Planning.

Here they chatted about creating tech for the financial planning profession, seeing this revolution from both sides and the future of financial technology.

Join our community: www.nextgenplanners.co.uk

Financial Foundations with Sarah Marks

Fri, 07 Jul 2023 07:07:15 -0000

In this episode Amelia chatted with Sarah Marks, CEO of financial education charity RedSTART.

Here they discussed, why financial education is so important for young people right now, how it can affect real social change and also how financial education is having to evolve.

Join our community: www.nextgenplanners.co.uk

Cognitive Currency with Dr Kristy Archuleta

Fri, 30 Jun 2023 05:42:01 -0000

In this episode Dan chatted with Dr Kristy Archuleta, a Professor in Financial Planning and an internationally recognised scholar in the development of financial therapy.

Here, they discussed what effective financial planning looks like, understanding clients behaviour and how being therapeutic just means being human.

Join our community: www.nextgenplanners.co.uk

The Art of Adulting with Ola Majekodunmi

Fri, 23 Jun 2023 06:52:16 -0000

In this episode Dan chatted with Ola Majekodunmi, the Founder of All Things Money, an online platform designed to provide young adults with some of the financial tools needed to help navigate the adulting world.

Here, they discussed, the significance of financial literacy in young people, the unreliability of the profession and how to narrow the advice gap.

Join our community: www.nextgenplanners.co.uk

Shifting the Conversation with Ross Marino

Fri, 26 May 2023 07:04:24 -0000

In this episode Dan chatted with Ross Marino a financial planner and Founder and CEO of Advisor2X.

Here they discussed, using a human first approach, how to adapt to identity changes and financial planning as a therapeutic process.

Join our community: www.nextgenplanners.co.uk

Trying Not To Be Tanks with Dr Mary Bell Carlson

Fri, 19 May 2023 10:52:00 -0000

In this episode Dan chatted to Dr. Mary Bell Carlson who is a financial behaviour expert, speaker and author.

Here they discussed stress and emotion around money, understanding different parts of the brain and what money smells like.

Join our community: www.nextgenplanners.co.uk

The Sustainability Spectrum with Lesley Li

Fri, 12 May 2023 06:35:39 -0000

In this episode Dan chatted to Lesley Li who is the CEO and co-founder of U Impact.

Here they discussed the emotional side of money, understanding financial education in a creative way and demystifying the world of sustainable investing.

Join our community: www.nextgenplanners.co.uk

Goals Change, Values Don't with Santiago Burridge

Fri, 05 May 2023 07:19:58 -0000

In this episode Dan chatted with Santiago Burridge, the co-founder and executive chairman at Lumiant.

Here they discussed changing the profession, scaling client-centric advice and understanding that you don't have a better product, but you can have a better connection.

Join our community: www.nextgenplanners.co.uk

Being Authentic with Lisa Conway-Hughes

Fri, 28 Apr 2023 08:14:26 -0000

In this episode Dan chatted with Lisa Conway Hughes who is a financial planner at Westminster Wealth Management as well as an author and speaker.

Here, they discussed how to grow a network, why not to waste time on things that aren't right for you and the need to change the industry to suit consumer needs (and not vice versa).

Join our community: www.nextgenplanners.co.uk

Putting People in Planning with Brendan Frazier

Fri, 21 Apr 2023 07:24:52 -0000

In this episode, Dan talked to Brendan Frazier, who is the Founder of Wired Planning.

Here, they discussed how to align technical skills with the human side of planning, putting questions in context and the idiosyncratic importance of money.

Join our community: www.nextgenplanners.co.uk

Women & Wealth: A Different Approach with Mary Waring

Fri, 14 Apr 2023 09:52:48 -0000

In this episode Dan chatted to Mary Waring, a financial planner who specialises in dealing with women who are going through divorce.

Here they discussed the emotional aspect of guiding women through divorce, encouraging clients to spend money and getting more women into the industry.

Join our community: www.nextgenplanners.co.uk

Life by Design with Warren Shute

Fri, 31 Mar 2023 07:20:51 -0000

In this episode, Dan chats with Warren Shute, financial planner and author from Lexington Wealth Management.

They discuss the real value of financial planning, how we can solve the financial education gap, tips for writing a book, and much, much more!

Join our community: www.nextgenplanners.co.uk.

The Power of Voice with Emily Binder

Fri, 24 Mar 2023 09:29:38 -0000

In this episode, Dan chatted with Emily Binder, who is a voice marketing specialist at Beetle Moment Marketing.

Here, they discussed the future of voice marketing, how financial planners can use this tool to their advantage, and also how financial planners can use podcasts as part of their marketing arsenal.

Join our community: www.nextgenplanners.co.uk.

The Future of Advice Tech with Ruth Handcock

Fri, 17 Mar 2023 09:49:18 -0000

In this episode, Dan chats with Ruth Handcock from Octopus Group.

Here, they chat about the future of technology in financial planning, the future of sustainable investing, how we can make a dent in the advice gap and much more!

Join our community: www.nextgenplanners.co.uk.

Understanding Crypto with Gavin Brown & Matthew Buck

Fri, 24 Feb 2023 09:14:39 -0000

In this episode, Dan chats with Gavin Brown from The University of Liverpool and Matthew Buck from Winterbar Associates.

Here, they have a balanced discussion on the future of Cryptocurrency in the Financial Planning Profession, the future of blockchain, a teaser about a new Cryptocurrency fund, and much more!

Join our community: www.nextgenplanners.co.uk

DISCLAIMER: None of the opinions or views stated on this episode should be viewed as a personal recommendation. Any personal recommendations should also be provided by a regulated financial adviser.

Powerful Discovery Meetings with Lauren Stansell

Fri, 17 Feb 2023 13:11:42 -0000

In this episode, Dan chats with Lauren Stansell, who is a CFP® at Yeske Buie in the US.

Here, they discuss Lauren's work with helping people live their BIG lives, the power of discovery meetings, her work at FPA NexGen in the USA and much more!

Join our community: www.nextgenplanners.co.uk/community.

Building Super Culture with Dominika Sieradzka-MacCuirc

Fri, 10 Feb 2023 10:24:38 -0000

In this episode, Dan chats with Dominika Sieradzka-MacCuirc from RIE Solutions.

Here, they discuss the power of culture in a financial planning business, how to create one, and the rise of practice managers in our profession.

Join our community: www.nextgenplanners.co.uk.

Inside the Mind of Younger Clients with Yesenia Realejo

Fri, 03 Feb 2023 09:21:29 -0000

In this episode, Dan chats with Yesenia Realejo from Tobias Financial Advisors in Plantation, Florida.

Here, we hear about the type of clients that Yesenia works with and what challenges they face every day, the rise of 'Flexible' Financial Planning, and Yesenia's work with the next generation.

Join our community: https://bit.ly/3ZWtVMV

Advice Stack Sessions: The Leap of Faith with Laura Pearson

Fri, 27 Jan 2023 13:53:41 -0000

In the fourth episode of our Advice Stack Sessions, Adam Carolan chats with Laura Pearson from Storeton Rose.

Here, they discuss Laura's first year of growing a business, what she's enjoyed and the challenges she's faced, and much more!

Find out more about Advice Stack: https://bit.ly/3WQ5oaf

Advice Stack Sessions: Lessons from a Business Owner with Hiren Panchal

Fri, 20 Jan 2023 11:10:02 -0000

In the third of our Advice Stack Sessions, Adam Carolan chats with Hiren Panchal from Wensons.

Here, they discuss Hiren's journey towards being a business owner, the lessons he learned whilst launching his financial planning business and how people have helped him on the way.

Find out more about Advice Stack: https://bit.ly/3WQ5oaf

Advice Stack Sessions: Launching a Financial Planning Business with Dale & John

Fri, 13 Jan 2023 13:29:17 -0000

In the second of our Advice Stack Sessions, Adam Carolan chats with Dale Kirkpatrick and John Sloan from Modulus Financial Planning.

Here, they discuss how they have started a financial planning business from scratch, the lessons they've learned and why they decided to go with a network, rather than going directly authorised.

Find out more about Advice Stack: https://bit.ly/3WQ5oaf

Advice Stack Sessions: How to Fail Well with Jon Doyle

Fri, 06 Jan 2023 12:43:12 -0000

In the first of our Advice Stack Sessions, Adam Carolan chats with Jon Doyle from Juniper Wealth.

Here, they discuss how Jon has built a great financial planning business at Juniper Wealth, the lessons he's learned and how he's come to accept that everyone makes mistakes.

Find out more about Advice Stack: https://bit.ly/3WQ5oaf

The Power of Anti-Goals with Dan Haylett

Fri, 09 Dec 2022 11:27:09 -0000

In this episode, Dan G chats with Dan Haylett from TFP Financial Planning.

Here, they discuss the power of human-focused financial planning and what proper financial planning is, how to use anti-goals with clients, behavioural finance and much more!

Join our community: www.nextgenplanners.co.uk

Financial Planning During Tough Times with Charlie Parker

Fri, 02 Dec 2022 11:08:09 -0000

In this episode, Dan chats with Charlie Parker from Albemarle Street Partners.

Here, they discuss the journey of financial planning as a profession, financial planning during tough times, the future of the profession and much more!

Join us: https://bit.ly/3VOjCHR

FinTok: How Financial Planners can use TikTok with Alex Stedman

Fri, 25 Nov 2022 09:49:05 -0000

In this episode, Dan chats with Alex Stedman who is a FinTok Influencer on TikTok at @alexexplainsmoney.

Here, they discuss the new world of financial education and how financial planners can harness the power of TikTok to educate the general public and grow an audience.

Join our community: www.nextgenplanners.co.uk

Building 'Soft Skills' with Paul Taylor

Fri, 18 Nov 2022 13:00:41 -0000

In this episode, Dan chats with Paul Taylor, a financial planner from True Potential.

Here, they discuss the importance of communication skills and negotiation skills, the growth of our profession and where to go to get good advice.

Join our community: https://bit.ly/3gSjRlH

The Core of a Great Business with Kye Harris

Fri, 28 Oct 2022 11:50:31 -0000

In this episode, Dan chats with Kye Harris from Perron Financial Group in Australia.

They discuss the blueprints of a great financial planning business, the benefits of working with a partner, the emotional side of money and much more!

Join our community: https://bit.ly/3TWiAIz

The Emotions of Financial Planning with Dennis Harhalakis

Fri, 14 Oct 2022 10:03:57 -0000

In this episode, Dan chats with Dennis Harhalakis from Cambridge Money Coaching.

Here, they discuss the emotions of financial planning, how to make clients feel safe, what clients are feeling when they meet a financial planner and much more around financial planning and the brain.

Join our community: https://www.nextgenplanners.co.uk/join-our-community

The Future Of Paraplanning with Danielle Pearce

Fri, 07 Oct 2022 10:11:53 -0000

In this episode, Dan chats with Danielle Pearce from Bespoke Wealth.

They chat about paraplanning as a career and how we can deal with the supply shortage, the future of paraplanning and also the rise in green investing.

Join our community: https://www.nextgenplanners.co.uk/join-our-community

How to Have Better Client Meetings with Becca Timmins

Fri, 16 Sep 2022 12:20:52 -0000

In this episode, Dan chats with Becca Timmins from When We Think.

Here, they discuss The Thinking Environment, how to improve meetings with your team and with clients, and also ways for financial planning businesses to improve their culture.

Join our community: https://www.nextgenplanners.co.uk/join-our-community

Cash is Back with Emma Black

Fri, 02 Sep 2022 10:23:52 -0000

In this episode, Dan chats with Dr Emma Black from Cascade Live Cash Management.

Here, we chat about cash management and what it is, the cost of living crisis, cash as an asset class and much more!

Join our community: https://bit.ly/3TzTjF2

Rise of The Intrapreneur with Ryan May

Fri, 26 Aug 2022 10:19:51 -0000

In this episode, Dan chats with Ryan May from Sound Financial Management in Plymouth.

Here, they chat about Ryan's journey from Law into Financial Planning, how he is an 'Intrapreneur' and what this means, and much more!

Join our community: https://bit.ly/3AngWIa

Making Money Positive with Jacqueline Schadeck

Fri, 19 Aug 2022 12:01:23 -0000

In this episode, Dan chats with Jacqueline Schadeck (@JacquelinePlans) from Atlanta in the United States!

Here, they chat about social media for financial planners, why she decided to write a book, tips for passing the CFP® and much more!

Join our community: https://bit.ly/3QozvlO

Using Social Media to Get Clients with Thomas Kopelman

Fri, 12 Aug 2022 10:57:29 -0000

In this episode, Dan chats with Thomas Kopelman, a financial planner and co-founder of All Street Wealth in Indiana.

We hear Thomas's extraordinary story about how he gets 90% of his clients as a financial planner through social media! Plus, great tips on content creation, marketing and growing your business.

Join our community: https://bit.ly/3pcvaGw

Advice On Demand with Brian Byrnes

Fri, 05 Aug 2022 10:42:45 -0000

In this episode, Dan chats with Brian Byrnes who is Head of Personal Finance at Moneybox.

We chat about the cost of living crisis at the moment, how to make financial planning more accessible, and how Moneybox are introducing new ways to get people to think about their financial future.

Join our community: https://bit.ly/3zwDVQA

Inclusive Finance with Charlotte Phillips-Lynn

Fri, 29 Jul 2022 10:33:50 -0000

In this episode, we chat with Charlotte Phillips-Lynn from Seccl.

Here, Dan chats with Charlotte about how we can make financial services more inclusive and their tips for financial planners on building inclusive businesses.

Check out LGBT Great 👉 https://www.lgbtgreat.com/

Modern Financial Planning with Bob Veres

Fri, 22 Jul 2022 09:39:53 -0000

In this episode, Dan chats with Bob Veres from the United States, a financial planning commentator and author who has decades of experience in financial planning.

Here, they discuss the current state of financial planning, where we have been, where we're going, and what a modern financial planning business should look like. Plus, great tips on writing!

Join our community: https://bit.ly/3zeLXi7

The Mindset of High-Net-Worth Clients with Nancy Reid

Fri, 15 Jul 2022 09:53:02 -0000

In this fascinating episode, Dan chats with Nancy Reid from Tyche Consulting Services in the US.

We chat about the mindset of ultra high-net-worth clients, how they find their purpose and vision when they become wealthy and how impact investing helps them to do good and feel good.

Join our community: https://bit.ly/3yK1R2r

Hybrid Financial Advice with Rob & Caroline from Ammonite

Fri, 01 Jul 2022 10:11:34 -0000

In this episode, Dan chats with Rob Harradine and Caroline Duff from Ammonite.

We discuss how hybrid financial advice is helping to close the advice gap, the role of technology in the future of financial planning and more!

Join our community: https://bit.ly/3yhvhFW

Fitting Fitness Into Your Busy Life with Andrew Marsham

Fri, 24 Jun 2022 12:17:27 -0000

In this episode, we chat with Andrew Marsham from Fat Loss Forever.

We discuss how to make sure that you stay fit and healthy when you're a financial planner and how to include fitness into your busy schedule. Plus, much more!

Join our community: https://www.nextgenplanners.co.uk/join-our-community

Financial Capability for Everyone with Natalia Coe

Fri, 17 Jun 2022 10:05:11 -0000

In this episode, Dan chats with Natalia Coe from The Money Charity.

Here, they chat about the need to educate the general public on their finances, some of the biggest things that are affecting the public finances at the moment and how financial planners can help.

Join our community: nextgenplanners.co.uk/join-our-community

Designing Financial Services for Humans with Phil Courtenay

Fri, 27 May 2022 10:57:06 -0000

In this episode, Dan chats with Phil Courtenay from Humans and Money.

They discuss the emotional value of advice, how to understand what drives decisions and how to apply all of this to financial planning.

Join our community: https://bit.ly/3acBedL

How Engaging with Investments Can Change The World with Florrie Holloway

Fri, 06 May 2022 12:36:01 -0000

In this episode, Dan chats with Florrie Holloway from Tumelo. They chat about green investing, the importance of education around this topic and also what investors can do to make a difference by engaging with their investments. Join our community: www.nextgenplanners.co.uk/join-our-community

Financial Planning for the Stigmatized with Lindsey Swanson

Fri, 29 Apr 2022 12:21:11 -0000

In this episode, Dan chats with Lindsey Swanson from Stripper Financial Planning in Northern California.

Here, they discuss how Lindsey works with adult entertainers and the stigma that they receive, why she decided to specialise in this area, and much more!

Join our community: https://bit.ly/3rXxz9M

How to Make Suitability Reports Fun with Karen Malin

Tue, 05 Apr 2022 14:36:07 -0000

In this episode, Dan chats with Karen Malin from The GI Consultant and Naked Compliance.

They discuss the future of compliance, how to work with your compliance consultant and how to master your compliance stuff.

Join the NextGen Planners Community: https://bit.ly/3K0RoTE

Serving The Under-Served with Natalie Taylor

Fri, 01 Apr 2022 12:52:55 -0000

In this episode, Dan chats with Natalie Taylor from Monarch Money.

Here, they discuss Natalie's fresh approach to goals and values, her work as a financial planner and also the amazing software behind Monarch Money and how they are helping to serve those who haven't been able to access advice in the past.

Join our community HERE.

Using Exercise as a Work Tool with Elizabeth Webb

Tue, 29 Mar 2022 14:09:52 -0000

In this episode, Dan chats with Elizabeth Webb from Fairstone.

Here, they discuss the power of exercise to help make our brains work, how Elizabeth balances being a carer with being a financial planner, and much more!

Join our community HERE.

Bridging The Advice Gap with Jenny Madhoo

Fri, 25 Mar 2022 10:34:56 -0000

In this episode, Dan chats with Jenny Madhoo from SpringGen Advice and Acumen Financial Planning.

Here, we discuss how to make money exciting for the next generation and the work that Jenny is doing to make financial planning affordable for those who want it.

Join our community HERE.

The Best Ways to Pass Exams with Chanelle Pattinson

Fri, 18 Mar 2022 11:15:32 -0000

In this episode, Dan chats with Chanelle Pattinson from Her Future Bright.

Here, they chat about the best ways to study for and pass financial planning exams, Chanelle's awesome podcast and much, much more.

Join our community: https://bit.ly/364bvCO

How to Live in the Moment with Shaun Doherty

Fri, 11 Mar 2022 11:26:15 -0000

In this episode, Dan chats with Shaun Doherty from The 555 Club.

Here, they discuss how to use breath work, meditation and gratitude to bring back focus and to live in the moment throughout your day.

Join our community: https://www.nextgenplanners.co.uk/join-our-community

A New Type of Green Investing with Yan Swiderski

Fri, 25 Feb 2022 13:38:00 -0000

In this episode, Dan chats with Yan Swiderski from The Global Returns Project.

Here, they discuss Symbiotic Wealth Management, what the future of sustainable investing holds for financial planners and getting buy-in for your projects.

Join our community: https://www.nextgenplanners.co.uk/join-our-community

Building a Sustainable Financial Planning Proposal with Damien Lardoux & Louisiana Salge

Fri, 11 Feb 2022 11:32:31 -0000

In this episode, Dan chats with Damien Lardoux and Louisiana Salge from Impact Investing specialists EQ Investors.

Here, they discuss the future of sustainable investing, how financial planners can talk about it with their clients and also how to build a sustainable investment proposition.

Join our community: https://www.nextgenplanners.co.uk/join-our-community

Presenting Financial Plans is Over with H. Adam Holt

Fri, 04 Feb 2022 13:54:35 -0000

In this episode, Dan chats with H. Adam Holt from Asset Map in Philadelphia.

Here, they chat about the traditional financial plan and how presenting it in the old way doesn't work anymore. Plus, they talk about the awesome tool Asset Map, the future of financial planning and much more!

Join our community: https://www.nextgenplanners.co.uk/join-our-community

Simple Financial Planning with Ray Adams

Fri, 28 Jan 2022 14:57:06 -0000

In this episode, Dan chats with Ray Adams from Niche IFA and CashCalc. Here they discuss the art of simplicity in everything we do, alongside some tips for using cashflow modelling properly and much more! Join our Community: https://www.nextgenplanners.co.uk/join-our-community

It's Not All Suits & Ties with Graham Taylor

Fri, 14 Jan 2022 14:41:54 -0000

In this episode, Dan chats with Graham Taylor from Hudson Rose, a boutique Mortgage Advice firm in the Cotswolds.

Here, they chat about the changing face of finance and the work that Graham and his team are doing to bring financial services into the 21st century. Oh, and how he and his team have recently bought a taxi.

Join us: https://www.nextgenplanners.co.uk/join-our-community

How Financial Planners can educate the world with Alexia & Margot

Fri, 07 Jan 2022 12:11:19 -0000

In this episode, Dan chats with Alexia de Brogile and Margot de Brogile from the financial education app and community: Your Juno.

Here, they chat about the launch of their community, their mission to put more money into the hands of women, and also what financial planners can do to rebuild the trust amongst the younger generation.

Join us: www.nextgenplanners.co.uk/join-our-community

Entrepreneurship in financial planning with Olly Betts

Fri, 17 Dec 2021 14:11:40 -0000

In this episode, Dan chats with Olly Betts from Founders Factory.

Here, they discuss entrepreneurship in financial planning, how you take your idea and turn it into a business, and Olly's number one tip for launching your own business.

Join us: https://www.nextgenplanners.co.uk/join-our-community

How Financial Planners can close the Education Gap with Bryce Clark

Fri, 03 Dec 2021 13:57:03 -0000

In this episode, Dan chats with Bryce Clark from Wellington Wealth and @clarksfinancialsparks in Glasgow.

Bryce talks about the current state of financial education, the barriers to him entering financial planning and his big dreams in the profession.

Join our financial planning community: https://www.nextgenplanners.co.uk/join-our-community

How to Study Actively for Financial Planning Exams with Alex Langhorn

Fri, 26 Nov 2021 13:17:54 -0000

In this episode, Dan Graham from NextGen Planners chats with Alex Langhorn from Bespoke Training Solutions.

Here, they chat about how to study for financial planning exams actively, fresh ways to study for financial planning exams, and the future of exams in the financial planning profession.

Join our community: https://www.nextgenplanners.co.uk/join-our-community

The Future of Wealth with David Jones & Elliott Poole

Fri, 19 Nov 2021 14:00:24 -0000

In this episode, Dan is joined by David Jones and Elliott Poole from Dimensional Fund Advisors.

Here, they chat about the value of advice, responsible investing, the future wealth transfer and much more!

Join our community: nextgenplanners.co.uk/join-our-community

The Best Financial Planning Question with George Kinder

Fri, 12 Nov 2021 14:07:04 -0000

In this episode, Dan chats with George Kinder, founder of the Kinder Institute and the Father of The Life Planning Movement.

Here, they chat about George's career, his books, his favourite questions to ask clients and the importance of silence, alongside much, much more.

Join our community: www.nextgenplanners.co.uk/join-our-community

Workplaces are the new classrooms with Stacey McKinnon

Fri, 29 Oct 2021 11:26:05 -0000

In this episode, Dan chats with Stacey McKinnon from Morton Capital in California.

Here, they chat about what makes a great leader, how to make people happy at work, how workplaces are the new classrooms, and much, much more.

Join our community: nextgenplanners.co.uk/join-our-community

Forging Female Leaders with Kim Potgieter

Fri, 15 Oct 2021 13:41:57 -0000

In this episode, Dan chats with Kim Potgieter from the Women in Finance Network and Chartered Wealth Solutions over in South Africa.

They discuss how Kim is helping to build female leaders in the financial planning profession, how she's working on something called 'menternship' and the future of life planning.

Join our community: https://bit.ly/2YRn102

Planning Lives Properly with Kris Amliwala

Fri, 08 Oct 2021 14:23:45 -0000

In this episode, Dan chats with financial planner Kris Amliwala from Designer Wealth Management in Leicester.

Here, they chat about Kris's mantra of 'increasing return on life', his time on the Kinder Institute, his personal brand and much, much more.

Join our community: nextgenplanners.co.uk/join-our-community/

Embracing your Worth with Lauryn Williams

Fri, 01 Oct 2021 10:44:56 -0000

In this episode, Dan chats with Olympic Medalist, Author, Podcast Host and Founder of Worth Winning, Lauryn Williams.

They chat about Lauryn's transition from athlete to financial planner, the highs, the lows, and her tips for launching your own financial planning business.

Join us: nextgenplanners.co.uk/join-our-community/

Ignoring the Noise with Taylor Beavis

Fri, 24 Sep 2021 13:29:45 -0000

In this episode, Dan chats with Director and Founder of Universe Financial Advice and Trusted Adviser Magazine, Taylor Beavis.

Here, they chat about how Taylor launched his own financial planning business at 22, and how he ignored the noise, got out of the comfort zone and did it.

Taylor is part of our awesome financial planning community, filled with financial service heroes, so we naturally heard from him on what he loves the most about our community.

Join Taylor and hundreds of others: nextgenplanners.co.uk/join-our-community/

The Future of Responsible Investing with Clem Chatelin

Fri, 17 Sep 2021 10:44:21 -0000

In this episode, Dan chats with NextGen Planners member Clem Chatelin, a Chatered Financial Planner from Paradigm Norton in Bristol.

Here, they discuss Clem's specialist topic of Responsible Investing, how to have conversations with clients about ethical investing, and where she sees the future of responsible investing.

Join our community: nextgenplanners.co.uk/join-our-community/

Building a Financially-Literate World with Will Steiner

Fri, 10 Sep 2021 12:50:47 -0000

In this episode, Dan chats with Will Steiner from Big Later in the United States.

Here, they chat about the importance of starting early, how to educate the younger generation on finances, what Will is doing to help, and much, much more!

Join our community: https://bit.ly/3loSChB

Technology & The Advice Gap with Dan Marsh & James Priday

Fri, 03 Sep 2021 13:31:07 -0000

In this episode, our guest host Matthew Hulks chats with Dan Marsh from Seccl and James Priday from P1 Investment Management.

Here, they discuss how technology can plug The Advice Gap and the future of adviser tech.

Join our community: https://nextgenplanners.co.uk/join-our-community/

Money Relationships with Fairien Azeem

Fri, 27 Aug 2021 13:16:34 -0000

In this episode, Dan chats with Fairien Azeem, a money coach and behavioural finance specialist from Australia.

Here, they chat about personal relationships with money, the benefits of being a money coach, how to ask great questions and much more.

Join us: nextgenplanners.co.uk/join-our-community/

Building Strong Business Values with Keith and John from Clarion

Fri, 13 Aug 2021 12:08:45 -0000

In this episode, Dan chats with Keith Thompson and John Winstanley from Clarion Wealth.

They chat about how they established strong values at Clarion Wealth, the role of the Non-Executive Director, the Clarion team's wide range of experience and the future of the profession.

Join our community: https://nextgenplanners.co.uk/join-our-community/

Creating Stronger Client Relationships with Amy Mullen

Fri, 06 Aug 2021 12:10:24 -0000

In this episode, Dan chats with Amy Mullen, who is the President of Money Quotient ®, a support service for financial planners to create stronger client relationships using great questions and research.

Here, they chat about the EQ + IQ = MQ equation that her mother, Carol, created, the importance of client relationships and also how to achieve true wealth.

Join our community: https://nextgenplanners.co.uk/join-our-community/

The Power of Analogies with Carol Lenzi

Fri, 23 Jul 2021 12:10:48 -0000

In this episode, Dan chats with Carol (Kit) Lenzi, who is a CFP Professional and The Financial Analogist from South Africa.

Here, they chat about the power of analogies and using them with clients, and also goal-based financial planning and financial wellbeing.

Join our community: https://nextgenplanners.co.uk/join-our-community/

Breaking Down Stigmas with Steve Nelson

Fri, 16 Jul 2021 10:05:43 -0000

In this episode, Dan chats with Steve Nelson, Insights Director at the lang cat.

Here, they chat about the stigma around mental health in finance, how as a profession we're getting better at talking about it, and what employers can do to help their team members.

For help when you're struggling to cope, go to https://www.samaritans.org/

Responsible Investing with Kate Capocci

Fri, 09 Jul 2021 10:05:08 -0000

In this episode, our guest host Ilze Skendere talks to Kate Capocci from Smith & Williamson.

Here, they chat about Kate's specialist area - responsible investing - and how financial planners can talk about it with their clients, and also the future of responsible investing.

Join our community HERE.

How to Stand Out with Robert Sofia

Fri, 02 Jul 2021 12:04:05 -0000

In this episode, Dan chats with Robert Sofia from Snappy Kraken in the United States.

Here, they chat about marketing for financial planners and how to make your financial planning business stand out in a noisy, forgetful world.

Join our community: https://nextgenplanners.co.uk/join-our-community/

Launching a Virtual Business with Danika Waddell

Fri, 21 May 2021 07:56:24 -0000

In this episode, Dan chats with Danika Waddell from Xena Financial Planning in Seattle.

Here, they chat about why Danika launched a virtual financial planning business, what she's doing do increase financial empowerment for all women and what we can do to create a more inclusive society.

Grab tickets for #NEXTGEN21: https://bit.ly/3bK3EcX

Why Word of Mouth Matters with Rizanne Oosthuisen

Fri, 14 May 2021 10:25:38 -0000

In this episode, Dan chats with Rizanne Oosthuisen from Profileme in South Africa.

Here, they chat about the importance of word of mouth, referrals and how financial planners can use it to their advantage.

Grab tickets to see Rizanne at #NEXTGEN21: https://bit.ly/3ffBnw1

The Importance of Silence with Scott Frank

Fri, 07 May 2021 10:19:59 -0000

In this episode, Dan chats with Scott Frank from Stone Steps Financial in California.

Here, they chat about the importance of silence when having conversations with clients and allowing them the space to share what they're truly thinking.

Join our community: https://nextgenplanners.co.uk/join-our-community/

Understanding Your Client's Style with Lisa Perry

Tue, 04 May 2021 14:39:47 -0000

In this episode, Dan chats with Lisa Perry from PWH Wealth Group in South Africa.

Here, they chat about Lisa's career in finance so far, how she's using behavioural coaching with her clients and what she will be chatting about at the #NEXTGEN21 Global Conference in June.

Grab tickets for #NEXTGEN21: https://buytickets.at/nextgenplanners/484194

Building Tomorrow's Business with Penny Phillips

Fri, 30 Apr 2021 11:24:45 -0000

In this episode, Dan chats with Penny Phillips from Thrivos Consulting in New York.

Here, that discuss how to launch a business, the biggest challenges that financial planning business owners face, and how to become a leader in your financial planning business.

Join our community: https://nextgenplanners.co.uk/join-our-community/

How to Become a Confidante with Nicola Beswick

Tue, 27 Apr 2021 10:04:21 -0000

In this episode, Dan chats with Nicola Beswick, a financial planner from Melbourne, Australia.

Here, they discuss Nicola's career change into financial planning, how she has built her personal brand, and what being a confidante for her client truly means.

Grab tickets for the #NEXTGEN21 Conference: https://bit.ly/3npa6dY

Making Financial Advice Easy with Russell Ho

Fri, 23 Apr 2021 10:44:16 -0000

In this episode, Dan chats with Russell Ho, a financial planner, podcast host, public speaker and all-round great guy from South Africa.

They chat about Russell's entry to the profession, his extremely personal reason for doing what he does, how he came up with his 'Financial Advice Made Easy' tagline, and much, much more.

Find out more about the #NEXTGEN21 Conference: https://nextgenplanners.co.uk/conference/

Why I Went Niche with Lottie Kent

Tue, 20 Apr 2021 08:55:32 -0000

In this episode, Dan chats with Lottie Kent from True Financial Design, which is a financial planning firm based in Harrogate.

Here, they have a really interesting discussion about niching and the benefits of it, and why Lottie chose to niche and work with divorced women rather than the wider general public.

Join our community: https://nextgenplanners.co.uk/join-our-community/

Launching A Coaching Project with Joe Froud

Fri, 16 Apr 2021 10:38:34 -0000

In this episode, Dan chats with Joe Froud from Best Life Financial Planning and the Retirement Planning Academy.

Here, they chat about launching a business during COVID, the need for financial coaching from clients and the transition from paraplanner to financial planner.

Find out more about our community: https://nextgenplanners.co.uk/

Articulating The Value You Add with Arnaud Malherbe

Tue, 13 Apr 2021 12:53:23 -0000

In this episode, Dan chats with Arnaud Malherbe from PSG Wealth in South Africa.

Here, they chat about Arnaud's move from athletics into financial planning, his opinions on the value of advice and what we can do to raise the reputation of financial planning.

Find out more about #NEXTGEN21: https://nextgenplanners.co.uk/conference/

How to Prevent Burnout with Nick Elston

Fri, 09 Apr 2021 10:29:54 -0000

In this episode, Dan spoke with Nick Elston who is a public speaker on the lived experience of mental health.

Here, they chatted about the importance of self-care, why financial planners suffer from burnout and some tips for working on your mental health at work.

Find out more about joining our community, of which Nick is part of, here: https://nextgenplanners.co.uk/join-our-community/

Creating a Mentally Healthy Team with Camilla Rogers

Tue, 30 Mar 2021 11:52:53 -0000

In this episode, Dan chats with Camilla Rogers from fifty50 Coaching in Oxfordshire.

Here, they chat about creating mentally healthy habits in your financial planning business, the state of workplace wellbeing, what it takes to be a great coach and much more.

Find out more about NextGen Planners: www.nextgenplanners.co.uk

The Different Hats with Keith Boyes

Fri, 26 Mar 2021 13:34:36 -0000

In the final episode of our Blast Off Series, Dan chats with Keith Boyes from Spentwell in Edinburgh.

Here, they chat about the best and most challenging parts of being a financial planning business owner, including needing to wear different hats at different times.

Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/

The Journey to Employee Ownership with Tom Morris

Tue, 23 Mar 2021 09:07:40 -0000

In Episode 7 of our Blast Off Series, Rohan chats with Tom Morris from Ovation Finance in Bristol.

Here, they chat about becoming employee-owned as a financial planning firm, his work with the IFW, and some of the challenges of becoming a business owner.

Find out more about Blast Off here: https://nextgenplanners.co.uk/blast-off/

The Big Picture with Rebecca Andrew

Fri, 19 Mar 2021 13:25:00 -0000

In the latest episode in our Blast Off Series, Rohan chats with Rebecca Andrew from Eleven:Eleven Financial.

Here, they discuss Rebecca's journey so far, how she constantly reminds herself of her vision and big picture, and also the challenges of launching a financial planning business.

Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/

Lessons from Launch with Jess Brady

Tue, 16 Mar 2021 16:33:48 -0000

In the next episode of our Blast Off Series, Rohan chats with Jess Brady from Fox and Hare in Australia.

Here, they chat about the lessons that Jess learned from launching her financial planning business, what she would do differently, and some tips for those launching their own financial planning business.

Find out more about Blast Off here: https://nextgenplanners.co.uk/blast-off/

Why You Need a Business Plan with Rich Ellis

Fri, 12 Mar 2021 15:47:20 -0000

In the fourth episode of our Blast Off Series, Rohan chats with Rich Ellis from Ellis Davies Financial Planning in Bristol.

Here, they discuss how to hire, how to launch a financial planning business with a business partner, and also the importance of a business plan.

Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/

Successful Succession with Lisa Johnstone

Tue, 09 Mar 2021 14:33:34 -0000

In the next episode of our Blast Off Series, Rohan speaks to Lisa Johnstone from VWM Wealth in Scotland.

Here, they discuss how Lisa was involved in a successful succession plan and a few of Lisa's tips on running a thriving financial planning firm.

Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/

Women in Finance with Sam Secomb

Mon, 08 Mar 2021 09:50:30 -0000

In this episode for International Womens Day, our very special guest host Emily Pool chats with Sam Secomb from Women's Wealth.

Here, they discuss the position of women in financial planning, how to get more women into the profession and how to give better financial advice to women.

Find out more about IWD: https://www.internationalwomensday.com/

Blast Off Series: Knowing your Why Ben Baldwin

Fri, 05 Mar 2021 11:52:50 -0000

In the next episode of the Blast Off series, Rohan chats with Ben Baldwin from STEM Financial.

Here, they discuss knowing your why, how to identify who to work with, and some tips for deciding whether or not to launch your financial planning firm.

Find out more about Blast Off: https://bit.ly/3sJAXTI

Finding the Right Support Network with Jo Little

Tue, 02 Mar 2021 14:05:03 -0000

In the first episode in our Blast Off Series, Rohan chats with Jo Little from Emery Little and Eelah.

Here, they chat about Jo's tips for starting a financial planning business, from finding the right support network to finding out who you really want to work with.

The next cohort of the Blast Off Programme goes live in April. Find out more: https://nextgenplanners.co.uk/blast-off/

Integrating Adviser Technology with Rich Weatherburn

Fri, 26 Feb 2021 12:48:58 -0000

In this episode, Dan chats with Rich Weatherburn from 313 Financial in Durham.

Here, they chat about the financial planning profession and how it links to personal training, the best parts about running a financial planning firm and how technology can revolutionise financial planning.

Join our community: https://nextgenplanners.co.uk/join-our-community/

Being a Young Entrepreneur with Dasarte Yarnway

Tue, 23 Feb 2021 09:28:00 -0000

For our 100th episode, Dan chats with Dasarte Yarnway from the United States, who is the co-founder and owner of Berknell Financial Group.

Here, they chat about why Dasarte thinks should start a business at a young age and take risks whilst you have time. They also chat about fee structures, book-writing, content and the profession generally.

Enjoy!

How to Streamline Your Process with Stuart Mangion

Fri, 19 Feb 2021 11:26:58 -0000

In this episode, Dan chats with Stuart Mangion from Blue Ocean Financial Services in Australia.

Here, they chat about the importance of streamlining the financial planning process, financial education, coffee cups and how to find the right balance.

Enjoy!

Open Banking with Christian Burgin

Tue, 16 Feb 2021 11:49:43 -0000

In this episode, Dan chats with Christian Burgin, co-founder of Visible Capital in Edinburgh, UK.

They discuss the open banking and fintech trend, and how it perhaps hasn't kicked off as much as we thought it would have done a few years ago.

Enjoy!

Being Yourself with Kunle Olafare

Fri, 12 Feb 2021 12:16:39 -0000

In this episode, Dan chats with Kunle Olafare, CEO of SK Financial, a financial planning firm in London.

Here, they chat about the need for authenticity in financial planning, how we can give back to the wider community, and some awesome music recommendations.

Enjoy!

How to Beat the Scroll ™ with Chloë Clover

Tue, 09 Feb 2021 17:19:13 -0000

In this episode, Dan chats with the award-winning Chloë Clover from the award-winning film production company, Wander Films, in Middlesborough.

They chat about how financial planners can Beat the Scroll ™ on social media and stand out amongst the crowd. Also discussed were the best content to use as financial planners, why video testimonials work so well, and what is the best Quentin Tarantino movie.

Enjoy!

Shout About the Good Stuff with Francois du Toit

Fri, 05 Feb 2021 14:12:10 -0000

In this episode, Dan chats with Francois du Toit from PROpulsion in South Africa.

They discuss how we can raise the reputation of the profession, content creation, and much, much more.

Enjoy!

Surge Meetings with Sam Sloma

Tue, 02 Feb 2021 12:48:41 -0000

In this episode, Rohan chats with Sam Sloma from Engage FS, who appeared on the podcast a few years ago at the very start of his journey as a financial planning business owner.

Here, they catch-up on how things have been, as well as discussing a hot topic at the moment amongst financial planners - surge meetings.

Enjoy!

How to Cast Your Own Silhouette with Andrew Lane

Fri, 29 Jan 2021 12:32:06 -0000

In this episode, Dan chats with Andrew Lane from Money & Wealth Management in Australia.

They talk about Andrew's career so far, the state of financial planning in Australia, and the opportunities for financial planners around the world to break the mould and do their own thing.

Enjoy!

Why Allyship Matters with Olivia Parnell

Tue, 26 Jan 2021 10:19:24 -0000

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!

The Psychology Behind Retiring with Pauline Johnson-Zielonka

Fri, 22 Jan 2021 14:28:13 -0000

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!

Helping People Make Better Decisions with George Agan

Tue, 19 Jan 2021 12:50:46 -0000

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!

Finding the Scoops with Laura Purkess

Wed, 13 Jan 2021 14:11:36 -0000

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!

How to Engage the Next Generation with Chloe Moran

Wed, 06 Jan 2021 15:14:05 -0000

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!

Louis Van Der Merwe

Thu, 17 Dec 2020 15:38:28 -0000

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:

How financial planners can become sidetracked by technology
The state of financial planning in South Africa
Some tips on completing the CFP
Much, much more…

Enjoy!

Impressing the Next Generation with Ali Marchand of Impresm

Fri, 27 Nov 2020 13:19:51 -0000

In this podcast, our Head of Community Experience and Marketing Dan is joined by Alizé Marchand, Co-Founder and CEO of Impresm Digital Marketing Agency in Zurich.

Innovation in Financial Planning with Kate Holmes

Thu, 15 Oct 2020 13:25:05 -0000

In this episode, our Director and Head of Innovation spoke to Kate Holmes of Innovating Advice in Las Vegas.

Concierge Services with Katie Moss

Tue, 29 Sep 2020 12:12:22 -0000

In this episode, Rohan spoke to Katie Moss, who is the Managing Director of Otium Concierge.

Being a Virtual Adviser with Derek Notman

Wed, 02 Sep 2020 15:39:14 -0000

In this episode, Rohan is joined by Derek Notman from Wisconsin, CFP, Virtual Financial Planner and founder of Conneqtor.

Being a business owner and making mistakes with Roger Kennedy

Thu, 16 Jul 2020 10:38:52 -0000

In this episode, Adam & Roger go through how they met at the XYPN Conference in Dallas, being a business owner, making mistakes and how his firm have dealt with lockdown.

Financial Planning in Dubai with Stuart Ritchie

Wed, 01 Jul 2020 11:34:57 -0000

In this episode, Rohan talks to Stuart Ritchie of AES International about the financial planning community in Dubai.

Evidence-Based Investing with Mark Northway from Sparrows Capital

Wed, 17 Jun 2020 07:45:19 -0000

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.

#NEXTGEN20 Special with The Two Excited Northerners

Fri, 12 Jun 2020 10:36:24 -0000

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.

Charging what you're worth with Vanessa Ugatti

Tue, 28 Apr 2020 11:55:31 -0000

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.

Leadership and Learning with Steve Martin

Tue, 28 Apr 2020 11:54:43 -0000

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.

Mark Mersman with his views on marketing your advice firm

Tue, 28 Apr 2020 11:53:12 -0000

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

Fees & Charging with The Two Grumpy Northerners, Gretchen Betts and Sam Sloma

Tue, 28 Apr 2020 11:52:28 -0000

In this episode, Adam and Rohan discuss fees and charging with NextGen members Gretchen Betts of Magenta and Sam Sloma of Engage.

Tony Bates on Recruitment and Diversity

Tue, 28 Apr 2020 11:51:18 -0000

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.

The Two Grumpy Northerners Reminisce

Tue, 28 Apr 2020 11:49:40 -0000

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 on legal dealings with the FCA (as a career)

Tue, 28 Apr 2020 11:47:32 -0000

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.

Martin Mellor on the transition from the corporate world to running your own firm

Tue, 28 Apr 2020 11:45:44 -0000

In this episode, Rohan speaks to Martin Mellor from the award-winning Mellor Financial Management.

Rob Stevenson on positioning yourself as a future owner of a financial planning business

Tue, 28 Apr 2020 11:44:36 -0000

This episode covers everything from financing your business, positioning yourself as a future owner of a financial planning practice and valuing your business too. Everything from corporate finance, to mergers and acquisitions.

Phillip Calvert on how to use tried and tested techniques to drive referrals to your financial planning business

Tue, 28 Apr 2020 11:43:14 -0000

In this episode, we talk to Phil Calvert marketing consultant, founder of LifeTalk (one of the largest communities in financial planning) and also an international speaker on the power of social media.

Marianne Page on building systems, processes and culture within your firm

Tue, 28 Apr 2020 11:41:06 -0000

We are delighted to be joined by 3 time author, speaker and expert on all things systemisation, Marianne Page aka the system jedi.

Catherine Morgan on how she turned her financial advice career into her passion

Tue, 28 Apr 2020 11:39:26 -0000

We are joined in this episode by one of our favourite members Catherine Morgan from the Money Panel.

Jose Supico from Advicefront on how technology in UK financial planning is lagging and what we will see in the near future

Tue, 28 Apr 2020 11:38:19 -0000

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

Stephen Jones on leadership, culture and building a true financial planning firm to scale

Tue, 28 Apr 2020 11:35:08 -0000

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.

Steve Cockram on Next Generation leadership and working environments

Tue, 28 Apr 2020 11:33:19 -0000

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.

Nick Cann on the rise of the IFP and financial planning

Tue, 28 Apr 2020 11:28:33 -0000

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.

Caleb Brown on recruitment and careers in financial planning

Tue, 28 Apr 2020 11:27:21 -0000

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.

Tony Taylor on coaching at the highest level

Tue, 28 Apr 2020 11:25:21 -0000

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.

Natalie Wright details her journey to become Chartered Financial Planner of the Year 2018

Tue, 28 Apr 2020 11:24:32 -0000

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.

Lauren Janus on how to bring philanthropy into your financial planning discussions

Tue, 28 Apr 2020 11:23:48 -0000

In this episode we talk to Lauren Janus, founder of Thoughtful Philanthropy.

Creating a financial planning business for the future with Daniel Priestley

Tue, 28 Apr 2020 11:22:58 -0000

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.

Paul Hogarth on a career in Financial Services and looking to the future

Tue, 28 Apr 2020 11:21:06 -0000

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.

Steph Hayter from The Money Charity on the educating the younger generation

Tue, 28 Apr 2020 11:18:34 -0000

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.

Andy Hart on how he uses his brands to reach different audiences about financial planning

Tue, 28 Apr 2020 11:17:13 -0000

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.

Alfie and Jo on starting a firm within a firm specialising in tech entrepreneurs

Tue, 28 Apr 2020 11:13:59 -0000

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.

Cathi Harrison on graduate recruitment and outsourced paraplanning

Tue, 28 Apr 2020 11:09:21 -0000

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.

Paul Resnik on a global and forward looking perspective of Financial Planning

Tue, 28 Apr 2020 11:08:41 -0000

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.

Rich Ellis and Nick Davies on how they brought different skills to their new FP business

Tue, 28 Apr 2020 11:07:58 -0000

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.

Sam Sloma on lessons from the first year of his FP firm

Tue, 28 Apr 2020 11:07:14 -0000

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.

Chris Budd on Employee Ownership, the new model for Succession Planning

Tue, 28 Apr 2020 11:06:21 -0000

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.

Sharon Sutton on her transition to Financial Planning and Client Advisory Boards

Tue, 28 Apr 2020 11:05:35 -0000

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

Alan Moore on lessons from over 600 Gen X and Y Financial Planning firms

Tue, 28 Apr 2020 11:04:21 -0000

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

Emma Houlton on mastering the Art of Podcast

Tue, 28 Apr 2020 11:00:27 -0000

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

Ronald Sier on being a smart financial planner

Tue, 28 Apr 2020 10:59:36 -0000

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?

Jon Pittham on inbound marketing and lessons from interviewing hundred of FP clients

Tue, 28 Apr 2020 10:58:36 -0000

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

David Ferguson on supporting the growth of financial planning with technology 21/02/2018

Tue, 28 Apr 2020 10:57:43 -0000

David's background and why he started Nucleus
Why Nucleus choose to partner with some financial planning firms
The other services Nucleus offer to FP firms
What the future looks like for Nucleus
Why Nucleus decided to back diversity

Brett Davidson on the opportunity for the future of financial planning

Tue, 28 Apr 2020 10:56:37 -0000

What we cover in the podcast:

Brett's background
What Brett thinks about recruiting NextGen Planners
How you can be the best at what you do
Systems and process for training and development
How to get the most out of the Next Generation
What Brett thinks the future looks like

Sophie Bera on building a Gen Y FP firm for her peers (with guest host Gretchen Betts)

Tue, 28 Apr 2020 10:55:29 -0000

How Sophie Bera built her FP Firm
Why she isn't your father's financial adviser
The process she uses with prospects
How she works with a virtual team
Her thoughts on females in financial planning

Brian Hill on his 90 day plan and being a career changer financial planner

Tue, 28 Apr 2020 10:54:36 -0000

Brian's background, firm and who he works with

His approach to financial planning

How he would approach things as a NextGen Planner

His mistakes and good calls

The Training he is launching

Advice on other training and resources

Dr Sarah Stanley Fallaw on behavioural change, coaching and Financial Planning

Tue, 28 Apr 2020 10:53:23 -0000

Sarah's background in Financial Services

What DataPoints is and what it does

the Results from DataPoints with newer generation advisers

Sarah's beliefs on money coaching

DataPoints launching in the UK

Tessa Lee, MD of Moneyinfo on aggregation tools and why financial planners should care

Tue, 28 Apr 2020 10:52:39 -0000

Tessa's background in Financial Services
How Moneyinfo was created and what problem is solves
How Moneyinfo see the way the market is evolving
How to use aggregation tools as part of the financial planning process
What is next for money info

Russell Kroeger on working with young professionals and policy based financial planning

Tue, 28 Apr 2020 10:51:58 -0000

Russell's background in Financial Planning
What he does and who he works with
His thoughts on serving younger clients
Why he co authored a research paper for the Journal of Financial Planning
What is policy based financial planning?

Gavin Francis on why the Next Generation need to be aware of Social Impact Investing

Tue, 28 Apr 2020 10:50:56 -0000

Gavins background and career to date
Why he setup Worthstone
What is Social Impacting and why should we care
Resources for further learning
What the trends are in impact investing

Steve Crawford on building a Financial Planning business for Gen XY in Australia

Tue, 28 Apr 2020 10:50:04 -0000

Steve's background and why he setup the firm
Cash Flow Management in Australia
How he is building his business
The way the profession is going in Australia
Steve's XY Academy

Abraham Okusanya on where he thinks financial planning will go from his unique perspective

Tue, 28 Apr 2020 10:49:09 -0000

His background and Journey in FS?
Why did he start finalytiq and what does it do?
His core beliefs when it comes to financial planning and investment management
What is timeline and how can it help?
His advice to the Next Generation

Phil Young from Hero to Zero and all things Financial Services

Tue, 28 Apr 2020 10:32:44 -0000

Phil Young from Hero to Zero and all things Financial Services

How Julie Lord and Gretchen Betts teamed up to create a Financial Planning firm for the future

Tue, 28 Apr 2020 10:31:27 -0000

What are their backgrounds?
How and Why Magenta was founded
What are the beliefs and cultures at Magenta.
What kind of clients do they deal with and how do they work with them?
What has gone well so far for a new company and what hasn't gone so well?
What are their thoughts about the future of financial planning
What are key learning resources that they tap in to?

Russ Haworth on building building a content marketing strategy within an established FP firm

Tue, 28 Apr 2020 10:30:20 -0000

His background in Financial Services
How and why he chose to join Proposito
The role within his firm
Why he decided to go big on Content Marketing
His methods of content marketing
Why he launched a podcast and how it is going
What is planned next for Russ

Anthony Villis on building a large lifestyle planning practice

Tue, 28 Apr 2020 10:28:45 -0000

Anthony's background and how he came to be Managing Partner of First Wealth
What kind of clients do First Wealth serve?
Why was the firm setup as a LLP structure?
Anthony tells us about his "start with why day"
How they had a lightbulb moment with financial planning
What is Anthony's view of digital advice and how does it fit alongside their core offering
What has been his experience of being in a network?
What is Anthony's advice to next generation planners?
Any learning resources he recommends

Paul Armson on a bright future for Financial Planning IF we step away from the Industry

Tue, 28 Apr 2020 10:27:50 -0000

What is Paul's background in financial services and his journey
What is Paul doing now with financial planning and what is his work
Why did Paul setup inspiring advisers and what is it?
Tell us the story behind Back2Y
What can next gen planners do differently in the future
If Paul was a nextgen planner, how would he approach things today
What are his go to learning resources for nextgen planners

Don Whalen, co-founder of Precise FP on using technology to gather data

Tue, 28 Apr 2020 10:26:50 -0000

Don's background and how he got started in FP
The kind of FP firm Don runs
Why a CFP designed a technology tool
What Precise FP does and why it is popular in the US
How UK advisers can start using the tool

John Ruhlin on how to use gifting to leverage relationships

Tue, 28 Apr 2020 10:25:32 -0000

John's background
What is John's company and why expert gift giving?
The principles behind giftology – John's book
How can next generation advisers and planners get started
Where is this in the marketing mix?
What the book is about

April Rudin on attracting the Next Generation of Clients

Tue, 28 Apr 2020 10:21:21 -0000

April's career in FS and what the Rudin Group do
What are the trends that are emerging with the next generation
What are NextGen firms doing all over the world to work with Younger Clients
The advice that she gives to anyone wanting to work with younger clients
What are some good learning sources for dealing with NextGen clients

Alan Smith on completely altering the course of his FP business

Tue, 28 Apr 2020 10:20:33 -0000

Alan's background and the early days of Capital Asset Management
The lessons he learnt from his journey
Why he changed course a few years ago
What advice he would give to Next Generation Planners
Why a niche approach matters
What he sees in new talent
Alan's favourite learning sources

What Adam discusses with Ruth: Her background and how she founded Red House Why she decided to setup her own firm The journey from employee to business owner How they formed a culture at Red House including bringing on next generation talent What advice

Tue, 28 Apr 2020 10:19:23 -0000

What Adam discusses with Ruth: Her background and how she founded Red House Why she decided to setup her own firm The journey from employee to business owner How they formed a culture at Red House including bringing on next generation talent What advice

Richard Allum on the Rise of Outsourced Paraplanning

Tue, 28 Apr 2020 10:17:28 -0000

Richard's background in FS and what his firm doesn
What he sees as the true role of a paraplanner
Why he setup paraplanner powwow and his experience of the paraplanning community
How he has used technology and innovation to leverage his business
The benefits of outsourcing vs building an in house team
Why we should be networking amongst ourselves

Chris Marr on why Content Marketing is integral to your business strategy

Tue, 28 Apr 2020 10:16:50 -0000

His background and what his business does

His beliefs on Content Marketing and why should we bother?

His thoughts on financial services and how they can use content marketing with some good examples.

Where he would start as a younger planner

Simonne Gnessen on her journey to money coaching

Tue, 28 Apr 2020 10:15:55 -0000

Simonne's career and what she does now
What is a financial coach
Simonne's client base and method of working
What can we do better in financial advice
Advice to younger planners

Brad Johnson discusses what he sees in the top performing advisers

Tue, 28 Apr 2020 10:14:37 -0000

Tell us about your career to date – how did you get in to Financial Services and what was the path?
Tell us about Advisors excel – what is it and who do you help?
You interview a lot of good guests on your podcast the Elite Advisor Blueprint – What are some of the key takeaways from the guests that you have had.
What separates the best advisers from the pack?
What advice would you give to a younger adviser starting out in the profession today knowing what you know.
What are some good learning sources apart from your podcast to help.

Bill Winterberg on the trends he is seeing in Technology and Financial Planning in the US

Tue, 28 Apr 2020 07:28:43 -0000

Bill's backgrounds as a financial planner and a business owner
The current trends in "robo-advice"
How financial planners in the US are using technology to leverage businesses
How the Financial Planning software packages work in the US
Some more exciting trends he is seeing in the US with tech.

Mark Polson on Platforms Present & Future

Thu, 23 Apr 2020 13:21:38 -0000

Mark Polson on Platforms Present & Future

John Dashfield on having the right mindset to build client trust

Thu, 23 Apr 2020 13:17:55 -0000

His background in Financial Services
What he sees in successful planners and why he thinks they succeed
How to have great meetings with clients and prospects
What younger planners can do to engage with connections and clients
How he sees the future of financial planning

Ellie MacDonald on PR Tips and Tricks for Financial Planners

Thu, 23 Apr 2020 13:14:39 -0000

Ellie MacDonald on PR Tips and Tricks for Financial Planners

Carl Richards on bringing entrepreneurial spirit into Financial Planning

Thu, 23 Apr 2020 13:11:04 -0000

•Carl's brilliant story about how he got into financial planning •How he built his career and made key decisions •Why he decided to leave a big broker dealer and setup a FP practice •His thoughts about the mindset of entrepreneurs •How he sees the future of financial planning

Chris Davies on using behavioural finance insights to engage with clients and prospects

Thu, 23 Apr 2020 12:11:39 -0000

•Chris's background in financial services •Chris's view on behavioural finance •How to engage and build trust with clients •What work he has been doing all over the world on this topic •How he sees the future of financial planning going

Steve Martin on his financial planning journey

Thu, 23 Apr 2020 12:07:07 -0000

•Steve's background and how he setup his firm, Smart Financial •How he views the world of Financial Planning •The process he takes every client through •How he has built a team •Where he sees the business and profession going forward

Dominic Colenso on how an Ex Thunderbird became a communications expert

Thu, 23 Apr 2020 12:05:20 -0000

•Who does Dominic work with •What are the skills he believes financial planners need •Using Nerves to your advantage •How to share information effectively •His experience of picking a financial planner

Bridget Greenwood on how to get results from social media

Thu, 23 Apr 2020 12:03:11 -0000

•How she ended up in Social Media for FS •The trends that she is seeing in Social Media •Her thoughts on how planners can get the most from social media •How to engage prospects and introducers digitally •The work that her firm does

Gareth Thompson on how to build an awesome financial planning website

Thu, 23 Apr 2020 12:01:09 -0000

Why he works 95% with Financial Services
How to stand out with your website
What kinds of website attract clients
Using Google analytics
How he builds financial planning websites
The Future of Financial Services and Technology
His book recommendation

Jason Butler on building a financial planning firm and selling it to his team

Thu, 23 Apr 2020 12:00:18 -0000

How he entered Financial Planning and how he built Bloomsbury
How they built a successful team
Why he decided to sell and what he is doing now
What he looked for in hiring people
Advice for engaging younger customers

Jess Wood on both sides of the financial planning recruitment dilemma

Thu, 23 Apr 2020 11:59:26 -0000

•Jess's background in financial services •The current trends she is seeing in the market •The Supply and demand of younger financial planners •How a younger person interested in financial planning can get their foot in the door •What skills employers are looking for

Pete Matthew on building a financial planning business both online and offline

Thu, 23 Apr 2020 11:58:26 -0000

•His career to date and the growth of meaningful money •How he bought into his existing company •How he handles prospects from Meaningful Money •How he manages his time despite running two businesses •His thought on pulling Financial Planning into 2016 •His experience of the CFP accreditation

Jan Bowen-Nielsen on using coaching to win the Trust of Clients

Thu, 23 Apr 2020 09:50:13 -0000

•His experience of financial advice and advisers •What is business coaching and how can it help with financial planning •Are there easy ways to start with the principles he teaches •Is coaching the same as learning selling techniques •How Jan works with successful advisers/planners

Phil Bray on how to build your online presence and attract clients

Thu, 23 Apr 2020 09:34:52 -0000

•How he entered the world of financial advice •Who are Sense and what is their approach •What he sees in successful planners •How he thinks new planners should attract clients •How to leverage unbiased and vouchedfor

Chris Budd on building his financial planning business

Thu, 23 Apr 2020 09:32:02 -0000

•How Chris started his business •How Chris charges his clients (including a good story) •How Chris grew his business and network •Using professional connections to grow his client base •How Ovation takes clients through a journey •Chris's new project Financial Wellbeing

Gavin Bell on using Facebook Ads to reach your potential customers

Thu, 23 Apr 2020 09:30:58 -0000

•How Gavin became an expert in Social Media •How Gavin launched his new business in 7 days •Using Facebook Ads to drive traffic and engage customers •Managing Social Media accounts •What kind of marketing to use with Facebook Ads •How to write content and get your content noticed

Martin Bamford on how he created a personal brand in a family firm

Thu, 23 Apr 2020 09:29:14 -0000

•How did he enter Financial Services •How did he progress to Managing Director •What it is like to work within a family business and how Informed Choice market to clients •Why he decided to setup his own podcast and website •What is Martin's Niche and why he chose it