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NextGen Planners

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 stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.

PublishesTwice monthlyEpisodes282Founded9 years ago
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Latest Episodes

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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Reviews

4.5 out of 5 stars from 70 ratings
  • Mr

    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

    Apple Podcasts
    5
    HindleChris
    United Kingdom4 years ago
  • Invaluable

    This podcast is a goldmine for financial advisers. Full of the best practitioners and ideas in FS.

    Apple Podcasts
    5
    MattPitch
    United Kingdom5 years ago
  • Life changing

    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!

    Apple Podcasts
    5
    danielxmartin
    United Kingdom6 years ago
  • Great podcast for aspiring financial planners

    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.

    Apple Podcasts
    5
    Kris Steel
    United Kingdom7 years ago
  • Best financial planners podcast there is

    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.

    Apple Podcasts
    5
    Millscatherine
    United Kingdom8 years ago

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Frequently Asked Questions About NextGen Planners

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How many subscribers and views does NextGen Planners have?

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Which podcasts are similar to NextGen Planners?

These podcasts share a similar audience with NextGen Planners:

1. The Meaningful Money Personal Finance Podcast

How many episodes of NextGen Planners are there?

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.

How do I contact NextGen Planners?

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