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 of wisdom. 

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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. 

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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.

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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 initially and building a life that works for you. 

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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. 

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. 

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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 be paying attention to and how this space has evolved in recent years. 

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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.

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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 planning, how to grow a financial planning business that focuses on life planning, and tips for being a great financial life planner. 

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In this episode of That NextGen Planners Podcast, we chat with Chief Designer at docVinci and Head of Marketing at NextGen Planners, Dan Graham.

We chat about lots of topics including building a world class client experience, the importance of brand and standing out, marketing, personal brand, AI and much, much more! 🙌