NextGen Planners Podcast
1) Your Myths on ESG Portfolios Debunked with Max Tennant
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...Show More
2) Money and Millenials with Iona Bain
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 t...Show More
3) TikTok’s Surprising Wealth Demographic with Ian Dempsey
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 com...Show More
4) Business Benefits of Inclusion with Charlotte Phillips-Lynn
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, practica...Show More
5) State of the Adviser Nation with Steve Nelson
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 ...Show More
6) The 'Secret' about Manifesting with Jon Dunckley
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 relatio...Show More
7) Why 50% of Women Aren't Investing in Their Future with Elisabeth Prager
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 trad...Show More
8) Two-Thirds of Advisers Are Unhappy With Their Providers with Ash Weston
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 ch...Show More
9) 95% of advisers are making this pricing mistake with Karl Dines
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 im...Show More
10) Why Taylor Outsources Paraplanning with Hannah Wynick
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 bui...Show More