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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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. 

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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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