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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.

info_outline Money and Millenials with Iona Bain 05/30/2025
info_outline TikTok’s Surprising Wealth Demographic with Ian Dempsey 05/16/2025
info_outline Business Benefits of Inclusion with Charlotte Phillips-Lynn 04/28/2025
info_outline State of the Adviser Nation with Steve Nelson 04/04/2025
info_outline The 'Secret' about Manifesting with Jon Dunckley 03/21/2025
info_outline Why 50% of Women Aren't Investing in Their Future with Elisabeth Prager 03/07/2025
info_outline Two-Thirds of Advisers Are Unhappy With Their Providers with Ash Weston 02/21/2025
info_outline 95% of advisers are making this pricing mistake with Karl Dines 02/07/2025
info_outline Why Taylor Outsources Paraplanning with Hannah Wynick 01/24/2025
info_outline Burnout Busters with The Hosts 01/10/2025
info_outline Christmas Special 12/20/2024
info_outline Strategy and Substance with Nicola Crosbie 12/06/2024
info_outline Not so soft skills with George Kinder 11/22/2024
info_outline Life By Design with Christian Mather 11/15/2024
info_outline Coaching Conversations with Jo Wall 10/25/2024
info_outline What not to wear with The Hosts 10/11/2024
info_outline ESG- Before It Was Cool with Julian Parrott 09/27/2024
info_outline Building an evidence-based business with Jonathon Jay 09/13/2024
info_outline Growing a Life Planning Business with Nila Mistry 08/30/2024
info_outline Building better client experience with Dan Graham 08/16/2024
info_outline Scaling Quickly with Sean McDermott and Vicki Langdon 08/02/2024
info_outline Do Awards Matter? with Sarah Elson 07/19/2024
info_outline Meet the Hosts with Taylor Beavis 07/05/2024
info_outline Meet the Hosts with Clara Metcalfe 07/05/2024
info_outline Using Tech Smartly in Financial Planning with Adam Owen 06/26/2024
info_outline DFM Dynamics with Peter Clark 06/21/2024
info_outline Leveraging AI for Business Success: Insights from AI expert Verena Weber 06/19/2024
info_outline Future-Proofing Financial Planning with Fintech Expert Jason Pereira 06/12/2024
info_outline Embracing ESG in Investing with Clémence Chatelin 06/07/2024
info_outline Predicting the future of technology in financial planning with Roger Portnoy 06/05/2024
 
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