In this episode Amelia talks to Olivia Maynard, Operations Director at TFP Financial Planning Ltd. 

Here they discussed; what good culture looks like, how to recruit to make a strong team and mindful approaches to team building. 

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In this episode Amelia talks with Laura Blake, Philanthropy Director at Somerset Community Foundation. 

Here they discussed; the purpose of community foundations, the impact of local giving and how community foundations can support financial planners. 

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In this episode Amelia talks with Bimpe Nkontchou, Founder of Wealth 8.

Here they talked about the necessity for a platform like Wealth8, the challenges faced by the black community in wealth-building, and the role of financial planners in addressing these disparities. 

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In this episode Amelia chats with Ian Horne, Author and European Head of Content at Money 20/20.  

Here they talk about  the benefits and challenges of embracing technology in the financial industry, the power of decentralized finance platforms and their implications for financial inclusion and the ethical and regulatory considerations surrounding fintech advancements .

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In this episode Adam chats with Sam Oakes, Founder of Financial Planner Life and Financial Planner Life Academy.

Here they talk about becoming a B Corp, the launch of the Financial Planner Life Academy and how a Tom Cruise impression went viral on TikTok. 

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In this episode Amelia chatted with Keith Boyes, Chartered Financial Planner and Managing Director of Spentwell. 

Here they discussed different strategies for effective communication, what good listening looks like and the importance of empathy in a people-centric approach to financial planning.

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In this episode Amelia chatted with Anthony West, Independent Financial Adviser at Beckett Investment Management Group. 

Here they talked about adapting as a financial planner, balancing demands and prioritising mental health. 

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In this episode Amelia chatted with Anthony West, Independent Financial Adviser at Beckett Investment Management Group. 

Here they talked about adapting as a financial planner, balancing demands and prioritising mental health. 

Join our community: www.nextgenplanners.co.uk

In this episode Amelia chatted with Charlie French, co-founder of Etcho. 

Here they discussed the power of storytelling in financial planning, the significance of developing a connection between clients and their portfolios and the transformative potential of impact investing. 

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In this episode Amelia chatted to James Thompson, Chartered Financial Planner and Director at Becketts. 

Here they talked about navigating unforeseen circumstances, the nuances of management buy-outs and adapting in the industry. 

Join our community: www.nextgenplanners.co.uk