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Recent Episodes
Your Myths on ESG Portfolios Debunked with Max Tennant
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…
Money and Millenials with Iona Bain
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…
TikTok's Surprising Wealth Demographic with Ian Dempsey
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…
Business Benefits of Inclusion with Charlotte Phillips-Lynn
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,…
State of the Adviser Nation with Steve Nelson
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…
The 'Secret' about Manifesting with Jon Dunckley
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…
Why 50% of Women Aren't Investing in Their Future with Elisabeth Prager
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…
Two-Thirds of Advisers Are Unhappy With Their Providers with Ash Weston
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…
95% of advisers are making this pricing mistake with Karl Dines
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…
Why Taylor Outsources Paraplanning with Hannah Wynick
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…
Burnout Busters with The Hosts
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…
Christmas Special
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…
Strategy and Substance with Nicola Crosbie
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…
Not so soft skills with George Kinder
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:…
Life By Design with Christian Mather
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…
Coaching Conversations with Jo Wall
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…
What not to wear with The Hosts
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…
ESG- Before It Was Cool with Julian Parrott
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…
Building an evidence-based business with Jonathon Jay
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…
Growing a Life Planning Business with Nila Mistry
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…
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NextGen Planners has published 282 episodes since April 2020, covering topics in Business, Careers.
NextGen Planners is currently dormant with new episodes every 2 weeks. Average episode length is 47m.
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