• Don's background and how he got started in FP
• The kind of FP firm Don runs
• Why a CFP designed a technology tool
• What Precise FP does and why it is popular in the US
• How UK advisers can start using the tool

• Don’s background and how he got started in FP
• The kind of FP firm Don runs
• Why a CFP designed a technology tool
• What Precise FP does and why it is popular in the US
• How UK advisers can start using the tool

• John's background
• What is John's company and why expert gift giving?
• The principles behind giftology – John's book
• How can next generation advisers and planners get started
• Where is this in the marketing mix?
• What the book is about

• John’s background
• What is John’s company and why expert gift giving?
• The principles behind giftology – John’s book
• How can next generation advisers and planners get started
• Where is this in the marketing mix?
• What the book is about

• April's career in FS and what the Rudin Group do
• What are the trends that are emerging with the next generation
• What are NextGen firms doing all over the world to work with Younger Clients
• The advice that she gives to anyone wanting to work with younger clients
•  What are some good learning sources for dealing with NextGen clients

• April’s career in FS and what the Rudin Group do
• What are the trends that are emerging with the next generation
• What are NextGen firms doing all over the world to work with Younger Clients
• The advice that she gives to anyone wanting to work with younger clients
•  What are some good learning sources for dealing with NextGen clients

• Alan's background and the early days of Capital Asset Management
• The lessons he learnt from his journey
• Why he changed course a few years ago
• What advice he would give to Next Generation Planners
• Why a niche approach matters
• What he sees in new talent
• Alan's favourite learning sources

• Alan’s background and the early days of Capital Asset Management
• The lessons he learnt from his journey
• Why he changed course a few years ago
• What advice he would give to Next Generation Planners
• Why a niche approach matters
• What he sees in new talent
• Alan’s favourite learning sources

What Adam discusses with Ruth: Her background and how she founded Red House Why she decided to setup her own firm The journey from employee to business owner How they formed a culture at Red House including bringing on next generation talent What advice

What Adam discusses with Ruth: Her background and how she founded Red House Why she decided to setup her own firm The journey from employee to business owner How they formed a culture at Red House including bringing on next generation talent What advice