
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 stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
| Publishes | Twice monthly | Episodes | 282 | Founded | 9 years ago |
|---|---|---|---|---|---|
| Categories | CareersBusiness | ||||

In this episode of That NextGen Planners Podcast we chatted with Max Tennant.
Here we discussed; the power of thoughtful client questions, misconceptions about ESG investments and shifting the advice profession's mindset from "Do Nothing" to "Do S... more
In this episode of That NextGen Planners Podcast we are joined by the brilliant Iona Bain.
We discuss misconceptions about Millennials and Gen Z's financial habits, barriers to wealth building, and the impact of social media on young people's fina... more
In this episode of That NextGen Planners Podcast we talk to Ian Dempsey.
Here we discuss; harnessing social media, building trust with clients online and the power of personal branding.
Join our community: www.nextgenplanners.co.uk
In this episode of That NextGen Planners Podcast we sit down with Charlotte Phillips-Lynn.
We chat about; the importance and impact of diversity, inclusion, and equity in financial services, practical steps firms can take to become more inclusive ... more
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As a young inspiring paraplanner and ops manager, I've found this podcast to be an interesting, useful and practical resource. Best of luck, look forward to future episodes. Chris Hindle
This podcast is a goldmine for financial advisers. Full of the best practitioners and ideas in FS.
Honestly not sure where I would be without NextGen Planners. This podcast distilled some of the best thought leadership you will ever hear in the financial planning profession, get listening!
Excellent podcast for individuals who are interested or work in the financial advisory world. The quality, variety and opinions of guests on the show are great. Keep up the great work guys. Thanks.
I’ve listened to Nextgen podcasts now for over a year and I’ve gained the most high quality information relevant to me as a financial planner than anywhere else! A must listen to podcast for any financial professional.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #233 |
Listeners, social reach, demographics and more for this podcast.
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NextGen Planners launched 9 years ago and published 282 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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