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:

April 28, 2020Sharon Sutton on her transition to Financial Planning and Client Advisory Boards
Her Background in Financial Services and why she setup her own firm

How she built a community in the Isle of Man

How she setup and leveraged a client advisory board

Why she ran for PFS President and her agenda for her year

Her thoughts on the future of Financial Planning

Why she thinks there aren't enough Female FPs

Her favourite resources
...more
49min
April 28, 2020Sharon Sutton on her transition to Financial Planning and Client Advisory Boards
Her Background in Financial Services and why she setup her own firm

How she built a community in the Isle of Man

How she setup and leveraged a client advisory board

Why she ran for PFS President and her agenda for her year

Her thoughts on the future of Financial Planning

Why she thinks there aren’t enough Female FPs

Her favourite resources
...more
49min
April 28, 2020Alan Moore on lessons from over 600 Gen X and Y Financial Planning firms
His background on Financial Planning

What his different roles are

What the last few years has taught him about the FP market

What the stumbling blocks are for FP firms

What trends he has noticed

Any advice to FP firms
...more
55min
April 28, 2020Alan Moore on lessons from over 600 Gen X and Y Financial Planning firms
His background on Financial Planning

What his different roles are

What the last few years has taught him about the FP market

What the stumbling blocks are for FP firms

What trends he has noticed

Any advice to FP firms
...more
55min
April 28, 2020Emma Houlton on mastering the Art of Podcast
Emma's background and why she started a company in producing

The kind of podcasts that Emma produces

How someone would be able to start a podcast

What are the do's and dont's of podcasting

Is podcasting still worth it in the age of video?

The future of audio
...more
38min
April 28, 2020Emma Houlton on mastering the Art of Podcast
Emma’s background and why she started a company in producing

The kind of podcasts that Emma produces

How someone would be able to start a podcast

What are the do’s and dont’s of podcasting

Is podcasting still worth it in the age of video?

The future of audio
...more
38min
April 28, 2020Ronald Sier on being a smart financial planner
His background and how he came to be a financial planner

How he operates in the Netherlands

Why his fee model is different to a lot of planners

Why he only does financial planning

Why he setup smart financial planner

The future and what it looks like?
...more
56min
April 28, 2020Ronald Sier on being a smart financial planner
His background and how he came to be a financial planner

How he operates in the Netherlands

Why his fee model is different to a lot of planners

Why he only does financial planning

Why he setup smart financial planner

The future and what it looks like?
...more
56min
April 28, 2020Jon Pittham on inbound marketing and lessons from interviewing hundred of FP clients
Tell us about the background to you and your firm

Why did you come into Financial Services?

What is it you see in the good firms when it comes to marketing their services

How is marketing and digital engagement changing

What are the new things you are working on at the moment which excite you?

What are your go to resources in your area
...more
47min
April 28, 2020Jon Pittham on inbound marketing and lessons from interviewing hundred of FP clients
Tell us about the background to you and your firm

Why did you come into Financial Services?

What is it you see in the good firms when it comes to marketing their services

How is marketing and digital engagement changing

What are the new things you are working on at the moment which excite you?

What are your go to resources in your area
...more
47min

FAQs about NextGen Planners:

How many episodes does NextGen Planners have?

The podcast currently has 369 episodes available.

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