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.

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