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 advice profession’s mindset from “Do Nothing” to “Do Something”. 

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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 the impact of social media on young people's financial knowledge.

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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. 

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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, practical steps firms can take to become more inclusive and why creating genuinely welcoming workplaces benefits both individuals and businesses.

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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 look like. 

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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 relationships and explore the role of neuroscience in manifesting and stress management.

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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 traditional financial advice.

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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 challenges of data transparency and reporting in the DFM industry and the age old question of whether a monkey or kangaroo would win in a fight. 

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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 importance of understanding and documenting the true cost of financial advice, how firms often underestimate their costs of service delivery and the challenges of pricing models.

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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 building it into his offering and the place of Paraplanning in the industry. 

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