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 23, 2020 Mark Polson on Platforms Present & Future
Mark Polson on Platforms Present & Future
...more
59min
April 23, 2020 Mark Polson on Platforms Present & Future
Mark Polson on Platforms Present & Future
...more
59min
April 23, 2020John Dashfield on having the right mindset to build client trust
His background in Financial Services

What he sees in successful planners and why he thinks they succeed

How to have great meetings with clients and prospects

What younger planners can do to engage with connections and clients

How he sees the future of financial planning
...more
1h 5min
April 23, 2020John Dashfield on having the right mindset to build client trust
His background in Financial Services

What he sees in successful planners and why he thinks they succeed

How to have great meetings with clients and prospects

What younger planners can do to engage with connections and clients

How he sees the future of financial planning
...more
1h 5min
April 23, 2020 Ellie MacDonald on PR Tips and Tricks for Financial Planners
Ellie MacDonald on PR Tips and Tricks for Financial Planners
...more
33min
April 23, 2020 Ellie MacDonald on PR Tips and Tricks for Financial Planners
Ellie MacDonald on PR Tips and Tricks for Financial Planners
...more
33min
April 23, 2020 Carl Richards on bringing entrepreneurial spirit into Financial Planning
•Carl's brilliant story about how he got into financial planning •How he built his career and made key decisions •Why he decided to leave a big broker dealer and setup a FP practice •His thoughts about the mindset of entrepreneurs •How he sees the future of financial planning
...more
1h 3min
April 23, 2020 Carl Richards on bringing entrepreneurial spirit into Financial Planning
•Carl’s brilliant story about how he got into financial planning
•How he built his career and made key decisions
•Why he decided to leave a big broker dealer and setup a FP practice
•His thoughts about the mindset of entrepreneurs
•How he sees the future of financial planning
...more
1h 3min
April 23, 2020 Chris Davies on using behavioural finance insights to engage with clients and prospects
•Chris's background in financial services •Chris's view on behavioural finance •How to engage and build trust with clients •What work he has been doing all over the world on this topic •How he sees the future of financial planning going
...more
53min
April 23, 2020 Chris Davies on using behavioural finance insights to engage with clients and prospects
•Chris’s background in financial services
•Chris’s view on behavioural finance
•How to engage and build trust with clients
•What work he has been doing all over the world on this topic
•How he sees the future of financial planning going
...more
53min

FAQs about NextGen Planners:

How many episodes does NextGen Planners have?

The podcast currently has 369 episodes available.

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