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

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about NextGen Planners:

How many episodes does NextGen Planners have?

The podcast currently has 369 episodes available.

NextGen Planners episodes:

April 23, 2020 Steve Martin on his financial planning journey
•Steve's background and how he setup his firm, Smart Financial •How he views the world of Financial Planning •The process he takes every client through •How he has built a team •Where he sees the business and profession going forward
...more
54min
April 23, 2020 Steve Martin on his financial planning journey
•Steve’s background and how he setup his firm, Smart Financial
•How he views the world of Financial Planning
•The process he takes every client through
•How he has built a team
•Where he sees the business and profession going forward
...more
54min
April 23, 2020 Dominic Colenso on how an Ex Thunderbird became a communications expert
•Who does Dominic work with •What are the skills he believes financial planners need •Using Nerves to your advantage •How to share information effectively •His experience of picking a financial planner
...more
39min
April 23, 2020 Dominic Colenso on how an Ex Thunderbird became a communications expert
•Who does Dominic work with
•What are the skills he believes financial planners need
•Using Nerves to your advantage
•How to share information effectively
•His experience of picking a financial planner
...more
39min
April 23, 2020 Bridget Greenwood on how to get results from social media
•How she ended up in Social Media for FS •The trends that she is seeing in Social Media •Her thoughts on how planners can get the most from social media •How to engage prospects and introducers digitally •The work that her firm does
...more
50min
April 23, 2020 Bridget Greenwood on how to get results from social media
•How she ended up in Social Media for FS
•The trends that she is seeing in Social Media
•Her thoughts on how planners can get the most from social media
•How to engage prospects and introducers digitally
•The work that her firm does
...more
50min
April 23, 2020Gareth Thompson on how to build an awesome financial planning website
Why he works 95% with Financial Services

How to stand out with your website

What kinds of website attract clients

Using Google analytics

How he builds financial planning websites

The Future of Financial Services and Technology

His book recommendation
...more
44min
April 23, 2020Gareth Thompson on how to build an awesome financial planning website
Why he works 95% with Financial Services

How to stand out with your website

What kinds of website attract clients

Using Google analytics

How he builds financial planning websites

The Future of Financial Services and Technology

His book recommendation
...more
44min
April 23, 2020Jason Butler on building a financial planning firm and selling it to his team
How he entered Financial Planning and how he built Bloomsbury

How they built a successful team

Why he decided to sell and what he is doing now

What he looked for in hiring people

Advice for engaging younger customers
...more
1h
April 23, 2020Jason Butler on building a financial planning firm and selling it to his team
How he entered Financial Planning and how he built Bloomsbury

How they built a successful team

Why he decided to sell and what he is doing now

What he looked for in hiring people

Advice for engaging younger customers
...more
1h

FAQs about NextGen Planners:

How many episodes does NextGen Planners have?

The podcast currently has 369 episodes available.

More shows like NextGen Planners

All-In with Chamath, Jason, Sacks Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks Friedberg

9,840 Listeners

Parenting Hell with Rob Beckett and Josh Widdicombe by Keep It Light Media / Spotify Studios

Parenting Hell with Rob Beckett and Josh Widdicombe

981 Listeners

Adviser 3.0: The Podcast by Abraham Okusanya

Adviser 3.0: The Podcast

0 Listeners

TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

TRAP: The Real Adviser Podcast

5 Listeners

Bulletproof Entrepreneur by Alan Smith

Bulletproof Entrepreneur

0 Listeners