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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

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

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

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

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  

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

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

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

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

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

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  

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

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

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

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