NextGen Planners
NextGen Planners
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Top 10 NextGen Planners Episodes
Goodpods has curated a list of the 10 best NextGen Planners episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to NextGen Planners for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite NextGen Planners episode by adding your comments to the episode page.
Coaching Conversations with Jo Wall
NextGen Planners
10/25/24 • 43 min
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 financial coaching as well as some key techniques to strengthen client relationships.
Every 2 weeks, we chat to a superstar entrepreneur in the world of financial planning, to hear their stories and gain insights on how to launch a successful financial planning business.
What not to wear with The Hosts
NextGen Planners
10/11/24 • 31 min
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 our personal feelings on the topic.
Join our community: www.nextgenplanners.co.uk
Twenty Twenty Fore Planning with Garry Hale
NextGen Planners
01/12/24 • 50 min
In this episode Amelia talks to Founder and Director of HK Wealth Garry Hale.
Here the chat about: insights from 2023, strategies for a successful 2024 and really getting into the mind of a client.
Join our community: www.nextgenplaners.co.uk
Bridging the Wealth Gap with Bimpe Nkontchou
NextGen Planners
10/20/23 • 53 min
In this episode Amelia talks with Bimpe Nkontchou, Founder of Wealth 8.
Here they talked about the necessity for a platform like Wealth8, the challenges faced by the black community in wealth-building, and the role of financial planners in addressing these disparities.
Join our community: www.nextgenplanners.co.uk
Shifting the Conversation with Ross Marino
NextGen Planners
05/26/23 • 59 min
In this episode Dan chatted with Ross Marino a financial planner and Founder and CEO of Advisor2X.
Here they discussed, using a human first approach, how to adapt to identity changes and financial planning as a therapeutic process.
Join our community: www.nextgenplanners.co.uk
The Sustainability Spectrum with Lesley Li
NextGen Planners
05/12/23 • 37 min
In this episode Dan chatted to Lesley Li who is the CEO and co-founder of U Impact.
Here they discussed the emotional side of money, understanding financial education in a creative way and demystifying the world of sustainable investing.
Join our community: www.nextgenplanners.co.uk
Putting People in Planning with Brendan Frazier
NextGen Planners
04/21/23 • 64 min
In this episode, Dan talked to Brendan Frazier, who is the Founder of Wired Planning.
Here, they discussed how to align technical skills with the human side of planning, putting questions in context and the idiosyncratic importance of money.
Join our community: www.nextgenplanners.co.uk
05/06/22 • 32 min
In this episode, Dan chats with Florrie Holloway from Tumelo. They chat about green investing, the importance of education around this topic and also what investors can do to make a difference by engaging with their investments. Join our community: www.nextgenplanners.co.uk/join-our-community
04/28/20 • 49 min
In this podcast, Rohan & Chris discuss Chris' recent sale of his majority shareholding in Ovation to an Employee Ownership Trust (EOT) and the implications of this including affect on himself, his staff and his clients. We delve into the mechanics of such a setup and discuss the advantages and disadvantages attached to it.
Building an evidence-based business with Jonathon Jay
NextGen Planners
09/13/24 • 34 min
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 investing, what real financial planning is in Jonathon's opinion, and much more.
Join our community: www.nextgenplanners.co.uk
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FAQ
How many episodes does NextGen Planners have?
NextGen Planners currently has 267 episodes available.
What topics does NextGen Planners cover?
The podcast is about Podcasts, Finance, Business and Careers.
What is the most popular episode on NextGen Planners?
The episode title 'Do Awards Matter? with Sarah Elson' is the most popular.
What is the average episode length on NextGen Planners?
The average episode length on NextGen Planners is 48 minutes.
How often are episodes of NextGen Planners released?
Episodes of NextGen Planners are typically released every 4 days, 23 hours.
When was the first episode of NextGen Planners?
The first episode of NextGen Planners was released on Apr 23, 2020.
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Show more FAQ