NextGen Planners

By NextGen Planners

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning.

Every fortnight, we chat with a guest from the financial planning profession, hearing their stori... more

3.5

44 ratings

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FAQs about NextGen Planners:

How many episodes does NextGen Planners have?

The podcast currently has 369 episodes available.

NextGen Planners episodes:

September 29, 2020 Concierge Services with Katie Moss
In this episode, Rohan spoke to Katie Moss, who is the Managing Director of Otium Concierge.
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32min
September 02, 2020 Being a Virtual Adviser with Derek Notman
In this episode, Rohan is joined by Derek Notman from Wisconsin, CFP, Virtual Financial Planner and founder of Conneqtor.
...more
35min
July 16, 2020 Being a business owner and making mistakes with Roger Kennedy
In this episode, Adam & Roger go through how they met at the XYPN Conference in Dallas, being a business owner, making mistakes and how his firm have dealt with lockdown.
...more
56min
July 01, 2020 Financial Planning in Dubai with Stuart Ritchie
In this episode, Rohan talks to Stuart Ritchie of AES International about the financial planning community in Dubai.
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50min
June 17, 2020 Evidence-Based Investing with Mark Northway from Sparrows Capital
In this episode, Rohan chats with Mark Northway from Sparrows Capital about his career so far, his journey with Sparrows Capital, and how they offer a truly innovative offering for financial planners.
...more
34min
June 12, 2020 #NEXTGEN20 Special with The Two Excited Northerners
In this episode our 2 Grumpy Northerners (who are now very Excited Northerners) go through the line-up for #NEXTGEN20 and discuss what they’re looking forward to the most.
...more
40min
April 28, 2020 Charging what you're worth with Vanessa Ugatti
In this episode, Adam is joined by Vanessa Ugatti – The True Worth Expert to chat about charging what you’re worth and what you deserve.
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48min
April 28, 2020 Leadership and Learning with Steve Martin
Steve Martin joins us again for his second NextGen Planners Podcast. He appeared on Episode 12 and is back to give us an update during the COVID-19 crisis.
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1h 9min
April 28, 2020 Mark Mersman with his views on marketing your advice firm
In this podcast, Rohan from NextGen and Mark from USA Financial take a look at how marketing can be done well and done easily by owners of advice firms
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52min
April 28, 2020 Fees & Charging with The Two Grumpy Northerners, Gretchen Betts and Sam Sloma
In this episode, Adam and Rohan discuss fees and charging with NextGen members Gretchen Betts of Magenta and Sam Sloma of Engage.
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1h 24min

FAQs about NextGen Planners:

How many episodes does NextGen Planners have?

The podcast currently has 369 episodes available.

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