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PODCAST

NextGen Planners

NextGen Planners

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching "NextGen Planners" on Google.

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All Episodes

35:40

Your Myths on ESG Portfolios Debunked with Max Tennant

NextGen Planners ·

2025/06/20

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

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45:02

Money and Millenials with Iona Bain

NextGen Planners ·

2025/05/30

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

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41:56

TikTok’s Surprising Wealth Demographic with Ian Dempsey

NextGen Planners ·

2025/05/16

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

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32:32

Business Benefits of Inclusion with Charlotte...

NextGen Planners ·

2025/04/28

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

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48:43

State of the Adviser Nation with Steve Nelson

NextGen Planners ·

2025/04/04

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

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39:43

The 'Secret' about Manifesting with Jon Dunckley

NextGen Planners ·

2025/03/21

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

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58:30

Why 50% of Women Aren't Investing in Their Future...

NextGen Planners ·

2025/03/07

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

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37:48

Two-Thirds of Advisers Are Unhappy With Their...

NextGen Planners ·

2025/02/21

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

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46:05

95% of advisers are making this pricing mistake with...

NextGen Planners ·

2025/02/07

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

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37:32

Why Taylor Outsources Paraplanning with Hannah Wynick

NextGen Planners ·

2025/01/24

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

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35:42

Burnout Busters with The Hosts

NextGen Planners ·

2025/01/10

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

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39:18

Christmas Special

NextGen Planners ·

2024/12/20

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

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48:55

Strategy and Substance with Nicola Crosbie

NextGen Planners ·

2024/12/06

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

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35:05

Not so soft skills with George Kinder

NextGen Planners ·

2024/11/22

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

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45:43

Life By Design with Christian Mather

NextGen Planners ·

2024/11/15

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

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43:34

Coaching Conversations with Jo Wall

NextGen Planners ·

2024/10/25

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.

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31:48

What not to wear with The Hosts

NextGen Planners ·

2024/10/11

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

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49:06

ESG- Before It Was Cool with Julian Parrott

NextGen Planners ·

2024/09/27

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

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34:34

Building an evidence-based business with Jonathon Jay

NextGen Planners ·

2024/09/13

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

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33:42

Growing a Life Planning Business with Nila Mistry

NextGen Planners ·

2024/08/30

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

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54 results

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