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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
FAQs about NextGen Planners:How many episodes does NextGen Planners have?The podcast currently has 369 episodes available.
April 23, 2020Jess Wood on both sides of the financial planning recruitment dilemma•Jess's background in financial services •The current trends she is seeing in the market •The Supply and demand of younger financial planners •How a younger person interested in financial planning can get their foot in the door •What skills employers are looking for...more54minPlay
April 23, 2020Jess Wood on both sides of the financial planning recruitment dilemma•Jess’s background in financial services •The current trends she is seeing in the market •The Supply and demand of younger financial planners •How a younger person interested in financial planning can get their foot in the door •What skills employers are looking for...more54minPlay
April 23, 2020Pete Matthew on building a financial planning business both online and offline•His career to date and the growth of meaningful money •How he bought into his existing company •How he handles prospects from Meaningful Money •How he manages his time despite running two businesses •His thought on pulling Financial Planning into 2016 •His experience of the CFP accreditation...more55minPlay
April 23, 2020Jan Bowen-Nielsen on using coaching to win the Trust of Clients•His experience of financial advice and advisers •What is business coaching and how can it help with financial planning •Are there easy ways to start with the principles he teaches •Is coaching the same as learning selling techniques •How Jan works with successful advisers/planners...more38minPlay
April 23, 2020Phil Bray on how to build your online presence and attract clients•How he entered the world of financial advice •Who are Sense and what is their approach •What he sees in successful planners •How he thinks new planners should attract clients •How to leverage unbiased and vouchedfor...more45minPlay
April 23, 2020Chris Budd on building his financial planning business•How Chris started his business •How Chris charges his clients (including a good story) •How Chris grew his business and network •Using professional connections to grow his client base •How Ovation takes clients through a journey •Chris's new project Financial Wellbeing...more50minPlay
April 23, 2020Gavin Bell on using Facebook Ads to reach your potential customers•How Gavin became an expert in Social Media •How Gavin launched his new business in 7 days •Using Facebook Ads to drive traffic and engage customers •Managing Social Media accounts •What kind of marketing to use with Facebook Ads •How to write content and get your content noticed...more33minPlay
April 23, 2020Martin Bamford on how he created a personal brand in a family firm•How did he enter Financial Services •How did he progress to Managing Director •What it is like to work within a family business and how Informed Choice market to clients •Why he decided to setup his own podcast and website •What is Martin's Niche and why he chose it...more31minPlay
February 02, 2017NGP #18 – Bill Winterberg on the trends he is seeing in Technology and Financial Planning in the USThings Adam discussed with Bill:Bill's backgrounds as a financial planner and a business ownerThe current trends in "robo-advice"How financial planners in the US are using technology to leverage businessesHow the Financial Planning software packages work in the USSome more exciting trends he is seeing in the US with tech. Show NotesBill's site - FPPadBill's Twitter - https://twitter.com/BillWinterbergIBM Watson - https://www.ibm.com/watson/...more1h 1minPlay
January 26, 2017NGP #17 – Mark Polson on Platforms Present & FutureShow Notes:The Lang Cat - http://www.langcatfinancial.co.uk/Mark Polson Twitter - https://twitter.com/theactualpolsonLang Cat's Platform Directory - http://www.langcatfinancial.co.uk/platform-directory/ ...more59minPlay
FAQs about NextGen Planners:How many episodes does NextGen Planners have?The podcast currently has 369 episodes available.