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.

Recent Episodes
  • Money and Millenials with Iona Bain
    May 30, 2025 – 45:02
  • TikTok’s Surprising Wealth Demographic with Ian Dempsey
    May 16, 2025 – 41:56
  • Business Benefits of Inclusion with Charlotte Phillips-Lynn
    Apr 28, 2025 – 32:32
  • State of the Adviser Nation with Steve Nelson
    Apr 4, 2025 – 48:43
  • The 'Secret' about Manifesting with Jon Dunckley
    Mar 21, 2025 – 39:43
  • Why 50% of Women Aren't Investing in Their Future with Elisabeth Prager
    Mar 7, 2025 – 58:30
  • Two-Thirds of Advisers Are Unhappy With Their Providers with Ash Weston
    Feb 21, 2025 – 37:48
  • 95% of advisers are making this pricing mistake with Karl Dines
    Feb 7, 2025 – 46:05
  • Why Taylor Outsources Paraplanning with Hannah Wynick
    Jan 24, 2025 – 37:32
  • Burnout Busters with The Hosts
    Jan 10, 2025 – 35:42
  • Christmas Special
    Dec 20, 2024 – 39:18
  • Strategy and Substance with Nicola Crosbie
    Dec 6, 2024 – 48:55
  • Not so soft skills with George Kinder
    Nov 22, 2024 – 35:05
  • Life By Design with Christian Mather
    Nov 15, 2024 – 45:43
  • Coaching Conversations with Jo Wall
    Oct 25, 2024 – 43:34
  • What not to wear with The Hosts
    Oct 11, 2024 – 31:48
  • ESG- Before It Was Cool with Julian Parrott
    Sep 27, 2024 – 49:06
  • Building an evidence-based business with Jonathon Jay
    Sep 13, 2024 – 34:34
  • Growing a Life Planning Business with Nila Mistry
    Aug 30, 2024 – 33:42
  • Building better client experience with Dan Graham
    Aug 16, 2024 – 42:13
  • Scaling Quickly with Sean McDermott and Vicki Langdon
    Aug 2, 2024 – 41:35
  • Do Awards Matter? with Sarah Elson
    Jul 19, 2024 – 32:16
  • Meet the Hosts with Taylor Beavis
    Jul 5, 2024 – 25:33
  • Meet the Hosts with Clara Metcalfe
    Jul 5, 2024 – 21:35
  • Using Tech Smartly in Financial Planning with Adam Owen
    Jun 26, 2024 – 33:47
  • DFM Dynamics with Peter Clark
    Jun 21, 2024 – 41:34
  • Leveraging AI for Business Success: Insights from AI expert Verena Weber
    Jun 19, 2024 – 37:32
  • Future-Proofing Financial Planning with Fintech Expert Jason Pereira
    Jun 12, 2024 – 40:05
  • Embracing ESG in Investing with Clémence Chatelin
    Jun 7, 2024 – 42:04
  • Predicting the future of technology in financial planning with Roger Portnoy
    Jun 5, 2024 – 44:41
  • Out-of-this-world Virtual Client Interactions with Panos Leledakis
    May 29, 2024 – 36:02
  • Paraplanning: Past, Present and Future with Rebecca Tuck
    May 24, 2024 – 42:12
  • Transforming the Future of Financial Planning with Chris Davies
    May 22, 2024 – 31:57
  • Balancing Science and Art in Financial Planning with Gary Winslow
    May 15, 2024 – 32:13
  • Data Driven Decisions with Jen Lothian
    May 10, 2024 – 43:15
  • From AI to Client Portals with Danni Le Grande
    May 8, 2024 – 32:49
  • Tech-Driven Efficiency with George Cooper
    May 3, 2024 – 46:37
  • Putting advice in the palm of the client with John Mason
    May 1, 2024 – 34:54
  • People, Purpose and Progress with Harriet Davis
    Apr 26, 2024 – 41:05
  • Investing Smarter with AI with Chris Shuba
    Apr 24, 2024 – 33:11
  • Solving Life Admin with Fraser Stewart and Gary Stewart
    Apr 19, 2024 – 53:19
  • The Human Core of Financial Tech with Neil Parker
    Apr 17, 2024 – 33:55
  • How finance pros can utilise TikTok with Tom Parkinson
    Apr 12, 2024 – 49:14
  • How AI could help financial planners access different markets with Alan Gurung
    Apr 10, 2024 – 28:01
  • The Power of Productivity with Matt Jeffery
    Apr 5, 2024 – 36:31
  • Tech-Human Synergy with Derek Gardiner
    Apr 3, 2024 – 37:48
  • Digital Progress on the Provider Side with Anthony Rafferty
    Mar 27, 2024 – 32:48
  • Guiding through Grief with Lou Gladwell and Colin Low
    Mar 22, 2024 – 46:26
  • Harnessing Technology for Better Financial Planning with Vincent Heys
    Mar 20, 2024 – 37:05
  • Examining the early practical uses of microsoft copilot and how paraplaning could evolve with Katie Cirjack
    Mar 13, 2024 – 26:29
Recent Reviews
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