NextGen Planners
Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.Podcasts
Tomorrow's Guidance with Nitika Vyas
Published: Jan. 5, 2024, 8:11 a.m.Duration: 38 minutes 48 seconds
Listed in: Business
Rewriting The Future with Sonia Rach
Published: Dec. 15, 2023, 10:17 a.m.Duration: 39 minutes 20 seconds
Listed in: Business
Inheriting Tomorrow with Rish Sareen
Published: Dec. 1, 2023, 10:59 a.m.Duration: 37 minutes 5 seconds
Listed in: Business
Dynamic Data with Nicky Sevel
Published: Nov. 24, 2023, 9:15 a.m.Duration: 39 minutes 53 seconds
Listed in: Business
Financial Planning and ADHD with Yeara Rosenthal
Published: Nov. 17, 2023, 11:34 a.m.Duration: 40 minutes 44 seconds
Listed in: Business
Diversity of Thought with Linda Kelland
Published: Nov. 10, 2023, 9:34 a.m.Duration: 54 minutes 10 seconds
Listed in: Business
Building Better Teams with Olivia Maynard
Published: Nov. 3, 2023, 3:29 p.m.Duration: 48 minutes 41 seconds
Listed in: Business
The Power of Community with Laura Blake
Published: Oct. 27, 2023, 8:38 a.m.Duration: 39 minutes 45 seconds
Listed in: Business
Bridging the Wealth Gap with Bimpe Nkontchou
Published: Oct. 20, 2023, 7:17 a.m.Duration: 53 minutes 55 seconds
Listed in: Business
Tech Transformations with Ian Horne
Published: Oct. 13, 2023, 10:56 a.m.Duration: 45 minutes 18 seconds
Listed in: Business
Solving the Challenges of Career Transition with Sam Oakes
Published: Oct. 6, 2023, 6:46 a.m.Duration: 41 minutes 11 seconds
Listed in: Business
The Empathy Edge with Keith Boyes
Published: Sept. 29, 2023, 8:38 a.m.Duration: 48 minutes 54 seconds
Listed in: Business
Planning with Purpose with Anthony West
Published: Sept. 26, 2023, 2:11 p.m.Duration: 48 minutes 9 seconds
Listed in: Business
The Impact of Storytelling with Charlie French
Published: Sept. 15, 2023, 7:51 a.m.Duration: 36 minutes 11 seconds
Listed in: Business
From Buyouts to Breakthroughs with James Thompson
Published: Sept. 8, 2023, 7:25 a.m.Duration: 49 minutes 51 seconds
Listed in: Business
Creating Ambassadors for Your Brand with Diana Cabrices
Published: Aug. 25, 2023, 12:57 a.m.Duration: 49 minutes 16 seconds
Listed in: Business
Wading Through The Sludge with Dr Moira Somers
Published: Aug. 18, 2023, 5:13 a.m.Duration: 51 minutes 43 seconds
Listed in: Business
Responsible Returns with Marc Hendriks
Published: Aug. 11, 2023, 1:45 a.m.Duration: 52 minutes 37 seconds
Listed in: Business
Why We Need a New Approach to Money with Chris Budd
Published: Aug. 4, 2023, 7:09 a.m.Duration: 38 minutes 13 seconds
Listed in: Business
This Time It's Personal (Branding) with Isobel Cowell
Published: July 28, 2023, 6:20 a.m.Duration: 50 minutes 36 seconds
Listed in: Business
Platforms, Performance and Future Prospects with Adam Prestwood
Published: July 21, 2023, 7:03 a.m.Duration: 48 minutes 48 seconds
Listed in: Business
From Planning To Programming with Gurdit Singh
Published: July 14, 2023, 6:52 a.m.Duration: 43 minutes 53 seconds
Listed in: Business
Financial Foundations with Sarah Marks
Published: July 7, 2023, 7:07 a.m.Duration: 57 minutes 46 seconds
Listed in: Business
Cognitive Currency with Dr Kristy Archuleta
Published: June 30, 2023, 5:42 a.m.Duration: 54 minutes
Listed in: Business
The Art of Adulting with Ola Majekodunmi
Published: June 23, 2023, 6:52 a.m.Duration: 32 minutes 31 seconds
Listed in: Business
Shifting the Conversation with Ross Marino
Published: May 26, 2023, 7:04 a.m.Duration: 59 minutes 14 seconds
Listed in: Business
Trying Not To Be Tanks with Dr Mary Bell Carlson
Published: May 19, 2023, 10:52 a.m.Duration: 1 hour 3 minutes 2 seconds
Listed in: Business
The Sustainability Spectrum with Lesley Li
Published: May 12, 2023, 6:35 a.m.Duration: 37 minutes 21 seconds
Listed in: Business
Goals Change, Values Don't with Santiago Burridge
Published: May 5, 2023, 7:19 a.m.Duration: 57 minutes 58 seconds
Listed in: Business
Being Authentic with Lisa Conway-Hughes
Published: April 28, 2023, 8:14 a.m.Duration: 42 minutes 55 seconds
Listed in: Business
Putting People in Planning with Brendan Frazier
Published: April 21, 2023, 7:24 a.m.Duration: 1 hour 4 minutes 18 seconds
Listed in: Business
Women & Wealth: A Different Approach with Mary Waring
Published: April 14, 2023, 9:52 a.m.Duration: 56 minutes 12 seconds
Listed in: Business
Life by Design with Warren Shute
Published: March 31, 2023, 7:20 a.m.Duration: 59 minutes 16 seconds
Listed in: Business
The Power of Voice with Emily Binder
Published: March 24, 2023, 9:29 a.m.Duration: 53 minutes 11 seconds
Listed in: Business
The Future of Advice Tech with Ruth Handcock
Published: March 17, 2023, 9:49 a.m.Duration: 49 minutes 37 seconds
Listed in: Business
Understanding Crypto with Gavin Brown & Matthew Buck
Published: Feb. 24, 2023, 9:14 a.m.Duration: 1 hour 1 minute 20 seconds
Listed in: Business
Powerful Discovery Meetings with Lauren Stansell
Published: Feb. 17, 2023, 1:11 p.m.Duration: 55 minutes 28 seconds
Listed in: Business
Building Super Culture with Dominika Sieradzka-MacCuirc
Published: Feb. 10, 2023, 10:24 a.m.Duration: 1 hour 5 minutes 51 seconds
Listed in: Business
Inside the Mind of Younger Clients with Yesenia Realejo
Published: Feb. 3, 2023, 9:21 a.m.Duration: 52 minutes 51 seconds
Listed in: Business
Advice Stack Sessions: The Leap of Faith with Laura Pearson
Published: Jan. 27, 2023, 1:53 p.m.Duration: 27 minutes 6 seconds
Listed in: Business
Advice Stack Sessions: Lessons from a Business Owner with Hiren Panchal
Published: Jan. 20, 2023, 11:10 a.m.Duration: 32 minutes 19 seconds
Listed in: Business
Advice Stack Sessions: Launching a Financial Planning Business with Dale & John
Published: Jan. 13, 2023, 1:29 p.m.Duration: 36 minutes 56 seconds
Listed in: Business
Advice Stack Sessions: How to Fail Well with Jon Doyle
Published: Jan. 6, 2023, 12:43 p.m.Duration: 33 minutes 19 seconds
Listed in: Business
The Power of Anti-Goals with Dan Haylett
Published: Dec. 9, 2022, 11:27 a.m.Duration: 46 minutes 52 seconds
Listed in: Business
Financial Planning During Tough Times with Charlie Parker
Published: Dec. 2, 2022, 11:08 a.m.Duration: 49 minutes 31 seconds
Listed in: Business
FinTok: How Financial Planners can use TikTok with Alex Stedman
Published: Nov. 25, 2022, 9:49 a.m.Duration: 47 minutes 48 seconds
Listed in: Business
Building 'Soft Skills' with Paul Taylor
Published: Nov. 18, 2022, 1 p.m.Duration: 58 minutes 38 seconds
Listed in: Business
The Core of a Great Business with Kye Harris
Published: Oct. 28, 2022, 11:50 a.m.Duration: 48 minutes 8 seconds
Listed in: Business
The Emotions of Financial Planning with Dennis Harhalakis
Published: Oct. 14, 2022, 10:03 a.m.Duration: 1 hour 52 seconds
Listed in: Business
The Future Of Paraplanning with Danielle Pearce
Published: Oct. 7, 2022, 10:11 a.m.Duration: 44 minutes 45 seconds
Listed in: Business
How to Have Better Client Meetings with Becca Timmins
Published: Sept. 16, 2022, 12:20 p.m.Duration: 53 minutes 40 seconds
Listed in: Business
Cash is Back with Emma Black
Published: Sept. 2, 2022, 10:23 a.m.Duration: 54 minutes 9 seconds
Listed in: Business
Rise of The Intrapreneur with Ryan May
Published: Aug. 26, 2022, 10:19 a.m.Duration: 51 minutes 31 seconds
Listed in: Business
Making Money Positive with Jacqueline Schadeck
Published: Aug. 19, 2022, 12:01 p.m.Duration: 44 minutes 1 second
Listed in: Business
Using Social Media to Get Clients with Thomas Kopelman
Published: Aug. 12, 2022, 10:57 a.m.Duration: 1 hour 1 minute 50 seconds
Listed in: Business
Advice On Demand with Brian Byrnes
Published: Aug. 5, 2022, 10:42 a.m.Duration: 44 minutes 40 seconds
Listed in: Business
Inclusive Finance with Charlotte Phillips-Lynn
Published: July 29, 2022, 10:33 a.m.Duration: 51 minutes 18 seconds
Listed in: Business
Modern Financial Planning with Bob Veres
Published: July 22, 2022, 9:39 a.m.Duration: 57 minutes 1 second
Listed in: Business
The Mindset of High-Net-Worth Clients with Nancy Reid
Published: July 15, 2022, 9:53 a.m.Duration: 1 hour 1 minute 25 seconds
Listed in: Business
Hybrid Financial Advice with Rob & Caroline from Ammonite
Published: July 1, 2022, 10:11 a.m.Duration: 46 minutes 8 seconds
Listed in: Business
Fitting Fitness Into Your Busy Life with Andrew Marsham
Published: June 24, 2022, 12:17 p.m.Duration: 44 minutes 53 seconds
Listed in: Business
Financial Capability for Everyone with Natalia Coe
Published: June 17, 2022, 10:05 a.m.Duration: 43 minutes 57 seconds
Listed in: Business
Designing Financial Services for Humans with Phil Courtenay
Published: May 27, 2022, 10:57 a.m.Duration: 54 minutes 46 seconds
Listed in: Business
How Engaging with Investments Can Change The World with Florrie Holloway
Published: May 6, 2022, 12:36 p.m.Duration: 32 minutes 58 seconds
Listed in: Business
Financial Planning for the Stigmatized with Lindsey Swanson
Published: April 29, 2022, 12:21 p.m.Duration: 50 minutes 25 seconds
Listed in: Business
How to Make Suitability Reports Fun with Karen Malin
Published: April 5, 2022, 2:36 p.m.Duration: 43 minutes 14 seconds
Listed in: Business
Serving The Under-Served with Natalie Taylor
Published: April 1, 2022, 12:52 p.m.Duration: 49 minutes 12 seconds
Listed in: Business
Using Exercise as a Work Tool with Elizabeth Webb
Published: March 29, 2022, 2:09 p.m.Duration: 45 minutes 49 seconds
Listed in: Business
Bridging The Advice Gap with Jenny Madhoo
Published: March 25, 2022, 10:34 a.m.Duration: 48 minutes 11 seconds
Listed in: Business
The Best Ways to Pass Exams with Chanelle Pattinson
Published: March 18, 2022, 11:15 a.m.Duration: 45 minutes 52 seconds
Listed in: Business
How to Live in the Moment with Shaun Doherty
Published: March 11, 2022, 11:26 a.m.Duration: 39 minutes 58 seconds
Listed in: Business
A New Type of Green Investing with Yan Swiderski
Published: Feb. 25, 2022, 1:38 p.m.Duration: 47 minutes 42 seconds
Listed in: Business
Building a Sustainable Financial Planning Proposal with Damien Lardoux & Louisiana Salge
Published: Feb. 11, 2022, 11:32 a.m.Duration: 51 minutes 37 seconds
Listed in: Business
Presenting Financial Plans is Over with H. Adam Holt
Published: Feb. 4, 2022, 1:54 p.m.Duration: 51 minutes 49 seconds
Listed in: Business
Simple Financial Planning with Ray Adams
Published: Jan. 28, 2022, 2:57 p.m.Duration: 59 minutes 35 seconds
Listed in: Business
It's Not All Suits & Ties with Graham Taylor
Published: Jan. 14, 2022, 2:41 p.m.Duration: 47 minutes 55 seconds
Listed in: Business
How Financial Planners can educate the world with Alexia & Margot
Published: Jan. 7, 2022, 12:11 p.m.Duration: 48 minutes 9 seconds
Listed in: Business
Entrepreneurship in financial planning with Olly Betts
Published: Dec. 17, 2021, 2:11 p.m.Duration: 54 minutes 2 seconds
Listed in: Business
How Financial Planners can close the Education Gap with Bryce Clark
Published: Dec. 3, 2021, 1:57 p.m.Duration: 45 minutes 32 seconds
Listed in: Business
How to Study Actively for Financial Planning Exams with Alex Langhorn
Published: Nov. 26, 2021, 1:17 p.m.Duration: 48 minutes 24 seconds
Listed in: Business
The Future of Wealth with David Jones & Elliott Poole
Published: Nov. 19, 2021, 2 p.m.Duration: 1 hour 59 seconds
Listed in: Business
The Best Financial Planning Question with George Kinder
Published: Nov. 12, 2021, 2:07 p.m.Duration: 1 hour 8 seconds
Listed in: Business
Workplaces are the new classrooms with Stacey McKinnon
Published: Oct. 29, 2021, 11:26 a.m.Duration: 49 minutes 8 seconds
Listed in: Business
Forging Female Leaders with Kim Potgieter
Published: Oct. 15, 2021, 1:41 p.m.Duration: 49 minutes 54 seconds
Listed in: Business
Planning Lives Properly with Kris Amliwala
Published: Oct. 8, 2021, 2:23 p.m.Duration: 38 minutes 55 seconds
Listed in: Business
Embracing your Worth with Lauryn Williams
Published: Oct. 1, 2021, 10:44 a.m.Duration: 45 minutes 45 seconds
Listed in: Business
Ignoring the Noise with Taylor Beavis
Published: Sept. 24, 2021, 1:29 p.m.Duration: 53 minutes 16 seconds
Listed in: Business
The Future of Responsible Investing with Clem Chatelin
Published: Sept. 17, 2021, 10:44 a.m.Duration: 49 minutes 58 seconds
Listed in: Business
Building a Financially-Literate World with Will Steiner
Published: Sept. 10, 2021, 12:50 p.m.Duration: 49 minutes 25 seconds
Listed in: Business
Technology & The Advice Gap with Dan Marsh & James Priday
Published: Sept. 3, 2021, 1:31 p.m.Duration: 55 minutes 26 seconds
Listed in: Business
Money Relationships with Fairien Azeem
Published: Aug. 27, 2021, 1:16 p.m.Duration: 37 minutes 47 seconds
Listed in: Business
Building Strong Business Values with Keith and John from Clarion
Published: Aug. 13, 2021, 12:08 p.m.Duration: 51 minutes 53 seconds
Listed in: Business
Creating Stronger Client Relationships with Amy Mullen
Published: Aug. 6, 2021, 12:10 p.m.Duration: 1 hour 5 minutes 39 seconds
Listed in: Business
The Power of Analogies with Carol Lenzi
Published: July 23, 2021, 12:10 p.m.Duration: 43 minutes 51 seconds
Listed in: Business
Breaking Down Stigmas with Steve Nelson
Published: July 16, 2021, 10:05 a.m.Duration: 1 hour 3 minutes 22 seconds
Listed in: Business
Responsible Investing with Kate Capocci
Published: July 9, 2021, 10:05 a.m.Duration: 33 minutes 2 seconds
Listed in: Business
How to Stand Out with Robert Sofia
Published: July 2, 2021, 12:04 p.m.Duration: 59 minutes 53 seconds
Listed in: Business
Launching a Virtual Business with Danika Waddell
Published: May 21, 2021, 7:56 a.m.Duration: 40 minutes 11 seconds
Listed in: Business
Why Word of Mouth Matters with Rizanne Oosthuisen
Published: May 14, 2021, 10:25 a.m.Duration: 51 minutes 20 seconds
Listed in: Business
The Importance of Silence with Scott Frank
Published: May 7, 2021, 10:19 a.m.Duration: 55 minutes 29 seconds
Listed in: Business
Understanding Your Client's Style with Lisa Perry
Published: May 4, 2021, 2:39 p.m.Duration: 45 minutes 17 seconds
Listed in: Business
Building Tomorrow's Business with Penny Phillips
Published: April 30, 2021, 11:24 a.m.Duration: 57 minutes 8 seconds
Listed in: Business
How to Become a Confidante with Nicola Beswick
Published: April 27, 2021, 10:04 a.m.Duration: 46 minutes
Listed in: Business
Making Financial Advice Easy with Russell Ho
Published: April 23, 2021, 10:44 a.m.Duration: 1 hour 4 minutes 43 seconds
Listed in: Business
Why I Went Niche with Lottie Kent
Published: April 20, 2021, 8:55 a.m.Duration: 48 minutes 1 second
Listed in: Business
Launching A Coaching Project with Joe Froud
Published: April 16, 2021, 10:38 a.m.Duration: 44 minutes 15 seconds
Listed in: Business
Articulating The Value You Add with Arnaud Malherbe
Published: April 13, 2021, 12:53 p.m.Duration: 53 minutes 25 seconds
Listed in: Business
How to Prevent Burnout with Nick Elston
Published: April 9, 2021, 10:29 a.m.Duration: 52 minutes 41 seconds
Listed in: Business
Creating a Mentally Healthy Team with Camilla Rogers
Published: March 30, 2021, 11:52 a.m.Duration: 57 minutes 6 seconds
Listed in: Business
The Different Hats with Keith Boyes
Published: March 26, 2021, 1:34 p.m.Duration: 50 minutes 15 seconds
Listed in: Business
The Journey to Employee Ownership with Tom Morris
Published: March 23, 2021, 9:07 a.m.Duration: 55 minutes 41 seconds
Listed in: Business
The Big Picture with Rebecca Andrew
Published: March 19, 2021, 1:25 p.m.Duration: 35 minutes 51 seconds
Listed in: Business
Lessons from Launch with Jess Brady
Published: March 16, 2021, 4:33 p.m.Duration: 42 minutes 25 seconds
Listed in: Business
Why You Need a Business Plan with Rich Ellis
Published: March 12, 2021, 3:47 p.m.Duration: 27 minutes 48 seconds
Listed in: Business
Successful Succession with Lisa Johnstone
Published: March 9, 2021, 2:33 p.m.Duration: 57 minutes 51 seconds
Listed in: Business
Women in Finance with Sam Secomb
Published: March 8, 2021, 9:50 a.m.Duration: 50 minutes 13 seconds
Listed in: Business
Blast Off Series: Knowing your Why Ben Baldwin
Published: March 5, 2021, 11:52 a.m.Duration: 31 minutes 21 seconds
Listed in: Business
Finding the Right Support Network with Jo Little
Published: March 2, 2021, 2:05 p.m.Duration: 38 minutes 22 seconds
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Integrating Adviser Technology with Rich Weatherburn
Published: Feb. 26, 2021, 12:48 p.m.Duration: 44 minutes 22 seconds
Listed in: Business
Being a Young Entrepreneur with Dasarte Yarnway
Published: Feb. 23, 2021, 9:28 a.m.Duration: 44 minutes 2 seconds
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How to Streamline Your Process with Stuart Mangion
Published: Feb. 19, 2021, 11:26 a.m.Duration: 56 minutes 18 seconds
Listed in: Business
Open Banking with Christian Burgin
Published: Feb. 16, 2021, 11:49 a.m.Duration: 39 minutes 42 seconds
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Being Yourself with Kunle Olafare
Published: Feb. 12, 2021, 12:16 p.m.Duration: 50 minutes 4 seconds
Listed in: Business
How to Beat the Scroll TM with Chloe Clover
Published: Feb. 9, 2021, 5:19 p.m.Duration: 45 minutes 6 seconds
Listed in: Business
Shout About the Good Stuff with Francois du Toit
Published: Feb. 5, 2021, 2:12 p.m.Duration: 58 minutes
Listed in: Business
Surge Meetings with Sam Sloma
Published: Feb. 2, 2021, 12:48 p.m.Duration: 41 minutes 7 seconds
Listed in: Business
How to Cast Your Own Silhouette with Andrew Lane
Published: Jan. 29, 2021, 12:32 p.m.Duration: 44 minutes 17 seconds
Listed in: Business
Why Allyship Matters with Olivia Parnell
Published: Jan. 26, 2021, 10:19 a.m.Duration: 57 minutes 15 seconds
Listed in: Business
The Psychology Behind Retiring with Pauline Johnson-Zielonka
Published: Jan. 22, 2021, 2:28 p.m.Duration: 49 minutes 56 seconds
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Helping People Make Better Decisions with George Agan
Published: Jan. 19, 2021, 12:50 p.m.Duration: 46 minutes 5 seconds
Listed in: Business
Finding the Scoops with Laura Purkess
Published: Jan. 13, 2021, 2:11 p.m.Duration: 1 hour 49 seconds
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How to Engage the Next Generation with Chloe Moran
Published: Jan. 6, 2021, 3:14 p.m.Duration: 51 minutes 40 seconds
Listed in: Business
Louis Van Der Merwe
Published: Dec. 17, 2020, 3:38 p.m.Duration: 56 minutes 7 seconds
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Impressing the Next Generation with Ali Marchand of Impresm
Published: Nov. 27, 2020, 1:19 p.m.Duration: 45 minutes 23 seconds
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Innovation in Financial Planning with Kate Holmes
Published: Oct. 15, 2020, 1:25 p.m.Duration: 38 minutes 9 seconds
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Concierge Services with Katie Moss
Published: Sept. 29, 2020, 12:12 p.m.Duration: 31 minutes 5 seconds
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Being a Virtual Adviser with Derek Notman
Published: Sept. 2, 2020, 3:39 p.m.Duration: 34 minutes 23 seconds
Listed in: Business
Being a business owner and making mistakes with Roger Kennedy
Published: July 16, 2020, 10:38 a.m.Duration: 55 minutes 26 seconds
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Financial Planning in Dubai with Stuart Ritchie
Published: July 1, 2020, 11:34 a.m.Duration: 49 minutes 11 seconds
Listed in: Business
Evidence-Based Investing with Mark Northway from Sparrows Capital
Published: June 17, 2020, 7:45 a.m.Duration: 33 minutes 36 seconds
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#NEXTGEN20 Special with The Two Excited Northerners
Published: June 12, 2020, 10:36 a.m.Duration: 39 minutes 39 seconds
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Charging what you're worth with Vanessa Ugatti
Published: April 28, 2020, 11:55 a.m.Duration: 48 minutes
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Leadership and Learning with Steve Martin
Published: April 28, 2020, 11:54 a.m.Duration: 1 hour 8 minutes 40 seconds
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Mark Mersman with his views on marketing your advice firm
Published: April 28, 2020, 11:53 a.m.Duration: 51 minutes 13 seconds
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Fees & Charging with The Two Grumpy Northerners, Gretchen Betts and Sam Sloma
Published: April 28, 2020, 11:52 a.m.Duration: 1 hour 23 minutes 17 seconds
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Tony Bates on Recruitment and Diversity
Published: April 28, 2020, 11:51 a.m.Duration: 44 minutes 11 seconds
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The Two Grumpy Northerners Reminisce
Published: April 28, 2020, 11:49 a.m.Duration: 59 minutes 46 seconds
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Andrew Swan on legal dealings with the FCA (as a career)
Published: April 28, 2020, 11:47 a.m.Duration: 47 minutes 32 seconds
Listed in: Business
Martin Mellor on the transition from the corporate world to running your own firm
Published: April 28, 2020, 11:45 a.m.Duration: 35 minutes 10 seconds
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Rob Stevenson on positioning yourself as a future owner of a financial planning business
Published: April 28, 2020, 11:44 a.m.Duration: 1 hour 1 second
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Phillip Calvert on how to use tried and tested techniques to drive referrals to your financial planning business
Published: April 28, 2020, 11:43 a.m.Duration: 1 hour 3 minutes 34 seconds
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Marianne Page on building systems, processes and culture within your firm
Published: April 28, 2020, 11:41 a.m.Duration: 57 minutes 50 seconds
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Catherine Morgan on how she turned her financial advice career into her passion
Published: April 28, 2020, 11:39 a.m.Duration: 1 hour 8 minutes 14 seconds
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Jose Supico from Advicefront on how technology in UK financial planning is lagging and what we will see in the near future
Published: April 28, 2020, 11:38 a.m.Duration: 54 minutes 58 seconds
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Stephen Jones on leadership, culture and building a true financial planning firm to scale
Published: April 28, 2020, 11:35 a.m.Duration: 1 hour 1 minute 21 seconds
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Steve Cockram on Next Generation leadership and working environments
Published: April 28, 2020, 11:33 a.m.Duration: 57 minutes 8 seconds
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Nick Cann on the rise of the IFP and financial planning
Published: April 28, 2020, 11:28 a.m.Duration: 20 minutes 45 seconds
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Caleb Brown on recruitment and careers in financial planning
Published: April 28, 2020, 11:27 a.m.Duration: 50 minutes 45 seconds
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Tony Taylor on coaching at the highest level
Published: April 28, 2020, 11:25 a.m.Duration: 42 minutes 25 seconds
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Natalie Wright details her journey to become Chartered Financial Planner of the Year 2018
Published: April 28, 2020, 11:24 a.m.Duration: 1 hour 4 minutes 32 seconds
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Lauren Janus on how to bring philanthropy into your financial planning discussions
Published: April 28, 2020, 11:23 a.m.Duration: 48 minutes 3 seconds
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Creating a financial planning business for the future with Daniel Priestley
Published: April 28, 2020, 11:22 a.m.Duration: 1 hour 36 seconds
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Paul Hogarth on a career in Financial Services and looking to the future
Published: April 28, 2020, 11:21 a.m.Duration: 54 minutes 59 seconds
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Steph Hayter from The Money Charity on the educating the younger generation
Published: April 28, 2020, 11:18 a.m.Duration: 41 minutes 15 seconds
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Andy Hart on how he uses his brands to reach different audiences about financial planning
Published: April 28, 2020, 11:17 a.m.Duration: 50 minutes 47 seconds
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Alfie and Jo on starting a firm within a firm specialising in tech entrepreneurs
Published: April 28, 2020, 11:13 a.m.Duration: 59 minutes 49 seconds
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Cathi Harrison on graduate recruitment and outsourced paraplanning
Published: April 28, 2020, 11:09 a.m.Duration: 52 minutes 35 seconds
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Paul Resnik on a global and forward looking perspective of Financial Planning
Published: April 28, 2020, 11:08 a.m.Duration: 1 hour 1 minute 13 seconds
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Rich Ellis and Nick Davies on how they brought different skills to their new FP business
Published: April 28, 2020, 11:07 a.m.Duration: 52 minutes 31 seconds
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Sam Sloma on lessons from the first year of his FP firm
Published: April 28, 2020, 11:07 a.m.Duration: 54 minutes 8 seconds
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Chris Budd on Employee Ownership, the new model for Succession Planning
Published: April 28, 2020, 11:06 a.m.Duration: 49 minutes 33 seconds
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Sharon Sutton on her transition to Financial Planning and Client Advisory Boards
Published: April 28, 2020, 11:05 a.m.Duration: 48 minutes 10 seconds
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Alan Moore on lessons from over 600 Gen X and Y Financial Planning firms
Published: April 28, 2020, 11:04 a.m.Duration: 54 minutes 46 seconds
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Emma Houlton on mastering the Art of Podcast
Published: April 28, 2020, 11 a.m.Duration: 37 minutes 51 seconds
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Ronald Sier on being a smart financial planner
Published: April 28, 2020, 10:59 a.m.Duration: 55 minutes 23 seconds
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Jon Pittham on inbound marketing and lessons from interviewing hundred of FP clients
Published: April 28, 2020, 10:58 a.m.Duration: 46 minutes 14 seconds
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David Ferguson on supporting the growth of financial planning with technology 21/02/2018
Published: April 28, 2020, 10:57 a.m.Duration: 51 minutes 11 seconds
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Brett Davidson on the opportunity for the future of financial planning
Published: April 28, 2020, 10:56 a.m.Duration: 53 minutes 7 seconds
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Sophie Bera on building a Gen Y FP firm for her peers (with guest host Gretchen Betts)
Published: April 28, 2020, 10:55 a.m.Duration: 53 minutes 2 seconds
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Brian Hill on his 90 day plan and being a career changer financial planner
Published: April 28, 2020, 10:54 a.m.Duration: 1 hour 1 minute 32 seconds
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Dr Sarah Stanley Fallaw on behavioural change, coaching and Financial Planning
Published: April 28, 2020, 10:53 a.m.Duration: 54 minutes 40 seconds
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Tessa Lee, MD of Moneyinfo on aggregation tools and why financial planners should care
Published: April 28, 2020, 10:52 a.m.Duration: 46 minutes 19 seconds
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Russell Kroeger on working with young professionals and policy based financial planning
Published: April 28, 2020, 10:51 a.m.Duration: 51 minutes 24 seconds
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Gavin Francis on why the Next Generation need to be aware of Social Impact Investing
Published: April 28, 2020, 10:50 a.m.Duration: 44 minutes 29 seconds
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Steve Crawford on building a Financial Planning business for Gen XY in Australia
Published: April 28, 2020, 10:50 a.m.Duration: 57 minutes 26 seconds
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Abraham Okusanya on where he thinks financial planning will go from his unique perspective
Published: April 28, 2020, 10:49 a.m.Duration: 57 minutes 59 seconds
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Phil Young from Hero to Zero and all things Financial Services
Published: April 28, 2020, 10:32 a.m.Duration: 1 hour 22 seconds
Listed in: Business
How Julie Lord and Gretchen Betts teamed up to create a Financial Planning firm for the future
Published: April 28, 2020, 10:31 a.m.Duration: 1 hour 55 seconds
Listed in: Business
Russ Haworth on building building a content marketing strategy within an established FP firm
Published: April 28, 2020, 10:30 a.m.Duration: 51 minutes 24 seconds
Listed in: Business
Anthony Villis on building a large lifestyle planning practice
Published: April 28, 2020, 10:28 a.m.Duration: 51 minutes 12 seconds
Listed in: Business
Paul Armson on a bright future for Financial Planning IF we step away from the Industry
Published: April 28, 2020, 10:27 a.m.Duration: 54 minutes 46 seconds
Listed in: Business
Don Whalen, co-founder of Precise FP on using technology to gather data
Published: April 28, 2020, 10:26 a.m.Duration: 44 minutes 8 seconds
Listed in: Business
John Ruhlin on how to use gifting to leverage relationships
Published: April 28, 2020, 10:25 a.m.Duration: 43 minutes 57 seconds
Listed in: Business
April Rudin on attracting the Next Generation of Clients
Published: April 28, 2020, 10:21 a.m.Duration: 36 minutes
Listed in: Business
Alan Smith on completely altering the course of his FP business
Published: April 28, 2020, 10:20 a.m.Duration: 1 hour 14 minutes 12 seconds
Listed in: Business
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
Published: April 28, 2020, 10:19 a.m.Duration: 55 minutes 30 seconds
Listed in: Business
Richard Allum on the Rise of Outsourced Paraplanning
Published: April 28, 2020, 10:17 a.m.Duration: 43 minutes 43 seconds
Listed in: Business
Chris Marr on why Content Marketing is integral to your business strategy
Published: April 28, 2020, 10:16 a.m.Duration: 42 minutes 23 seconds
Listed in: Business
Simonne Gnessen on her journey to money coaching
Published: April 28, 2020, 10:15 a.m.Duration: 56 minutes 42 seconds
Listed in: Business
Brad Johnson discusses what he sees in the top performing advisers
Published: April 28, 2020, 10:14 a.m.Duration: 1 hour 15 minutes 7 seconds
Listed in: Business
Bill Winterberg on the trends he is seeing in Technology and Financial Planning in the US
Published: April 28, 2020, 7:28 a.m.Duration: 1 hour 20 seconds
Listed in: Business
Mark Polson on Platforms Present & Future
Published: April 23, 2020, 1:21 p.m.Duration: 58 minutes 45 seconds
Listed in: Business
John Dashfield on having the right mindset to build client trust
Published: April 23, 2020, 1:17 p.m.Duration: 1 hour 4 minutes 8 seconds
Listed in: Business
Ellie MacDonald on PR Tips and Tricks for Financial Planners
Published: April 23, 2020, 1:14 p.m.Duration: 32 minutes 23 seconds
Listed in: Business
Carl Richards on bringing entrepreneurial spirit into Financial Planning
Published: April 23, 2020, 1:11 p.m.Duration: 1 hour 2 minutes 1 second
Listed in: Business
Chris Davies on using behavioural finance insights to engage with clients and prospects
Published: April 23, 2020, 12:11 p.m.Duration: 52 minutes 20 seconds
Listed in: Business
Steve Martin on his financial planning journey
Published: April 23, 2020, 12:07 p.m.Duration: 53 minutes 57 seconds
Listed in: Business
Dominic Colenso on how an Ex Thunderbird became a communications expert
Published: April 23, 2020, 12:05 p.m.Duration: 38 minutes 34 seconds
Listed in: Business
Bridget Greenwood on how to get results from social media
Published: April 23, 2020, 12:03 p.m.Duration: 49 minutes 9 seconds
Listed in: Business
Gareth Thompson on how to build an awesome financial planning website
Published: April 23, 2020, 12:01 p.m.Duration: 43 minutes 13 seconds
Listed in: Business
Jason Butler on building a financial planning firm and selling it to his team
Published: April 23, 2020, noonDuration: 59 minutes 11 seconds
Listed in: Business
Jess Wood on both sides of the financial planning recruitment dilemma
Published: April 23, 2020, 11:59 a.m.Duration: 53 minutes 13 seconds
Listed in: Business
Pete Matthew on building a financial planning business both online and offline
Published: April 23, 2020, 11:58 a.m.Duration: 54 minutes 59 seconds
Listed in: Business
Jan Bowen-Nielsen on using coaching to win the Trust of Clients
Published: April 23, 2020, 9:50 a.m.Duration: 37 minutes 13 seconds
Listed in: Business
Phil Bray on how to build your online presence and attract clients
Published: April 23, 2020, 9:34 a.m.Duration: 44 minutes 10 seconds
Listed in: Business
Chris Budd on building his financial planning business
Published: April 23, 2020, 9:32 a.m.Duration: 49 minutes 33 seconds
Listed in: Business
Gavin Bell on using Facebook Ads to reach your potential customers
Published: April 23, 2020, 9:30 a.m.Duration: 32 minutes 2 seconds
Listed in: Business
Martin Bamford on how he created a personal brand in a family firm
Published: April 23, 2020, 9:29 a.m.Duration: 30 minutes 30 seconds
Listed in: Business