Nextgen Planners

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 Something”.  Join our community: www.nextgenplanners.co.uk

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 financial knowledge. Join our community: www.nextgenplanners.co.uk

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 and why creating genuinely welcoming workplaces benefits both individuals and businesses. Join our community: www.nextgenplanners.co.uk

In this episode we chat with Steve Nelson, Insight Director at The Langcat. We discuss the data in the latest Langcat report, what trends are emerging now and what the future for the profession might look like.  Join our community: www.nextgenplanners.co.uk  

In this episode of That NextGen Planners Podcast we talk to the brilliant Jon Dunckley.  We chat about; the importance of curiosity in financial planning, psychology's role in enhancing client relationships and explore the role of neuroscience in manifesting and stress management. Join our community: www.nextgenplanners.co.uk

In this episode we are joined by co-founder of Aila Money, Elisabeth Prager.  We discussed the gender wealth gap, how education can empower women financially and the role of fintech in supporting traditional financial advice. Join our community: www.nextgenplanners.co.uk

In this episode of the NextGen Planners Podcast we chat to Ash Weston, Head of Managed Portfolio Services at 8am Global. Here we chat about the relationship between financial advisers and DFMs, the challenges of data transparency and reporting in the DFM industry and the age old question of whether a monkey or kangaroo would win in a fight.  Join our community: www.nextgenplanners.co.uk

In this episode we are joined by Karl Dines. Karl works with UK Financial Services Firms on a consultancy basis with his firm Open Door Policy Building Propositions.  In this episode we explore the importance of understanding and documenting the true cost of financial advice, how firms often underestimate their costs of service delivery and the challenges of pricing models. Join our community: www.nextgenplanners.co.uk

In this episode we have Founder and Managing Director of Core Financial Paraplanning Limited, Hannah Wynick.  We discuss, the huge benefits of outsourced Paraplanning, Taylor's personal experience building it into his offering and the place of Paraplanning in the industry.  Join our community: www.nextgenplanners.co.uk

In the first podcast of 2025 the hosts tackle the topic of burnout and attempt to help you avoid it this year. They discuss; what is burnout, how burnout can happen, and tips for avoiding it.  Join our community: www.nextgenplanners.co.uk  

It's the Christmas Special of That NextGen Planners Podcast.  In the episode the hosts reflect on 2024, look forward to Christmas and are joined virtually by some top notch guests sharing some words of wisdom.  Join our community: www.nextgenplanners.co.uk

In this episode the gang sit down with financial planner Nicola Crosbie.  They chat about; the process of getting into advice, bringing on a business strategist and focusing on what matters.  Join our community: www.nextgenplanners.co.uk

In this episode we are joined by the one and only George Kinder.  George joined us virtually to talk about listening, mindfulness and truly connecting with clients. Join our community: www.nextgenplanners.co.uk

In this episode of That NextGen Planners Podcast we have a great chat with Christian Mather.  Here we go into detail about what it takes to set up on your own, the struggles of getting clients initially and building a life that works for you.  Join our community: www.nextgenplanners.co.uk

In this episode of That NextGen Planners Podcast we talk to the brilliant Jo Wall.  Here we discuss the challenges of setting up your own business, the distinctions between financial planning and financial coaching as well as some key techniques to strengthen client relationships. Every 2 weeks, we chat to a superstar entrepreneur in the world of financial planning, to hear their stories and gain insights on how to launch a successful financial planning business.   

In this episode of That NextGen Planners Podcast we the hosts chat about dress code. Here we go into detail about whether what you wear as a financial planner matters, how attitudes have changed and our personal feelings on the topic.  Join our community: www.nextgenplanners.co.uk

In this episode of That NextGen Planners Podcast we chat with the brilliant Julian Parrott from Ethical Futures.  Here we go into detail about why ethical investing in important, what advisers should be paying attention to and how this space has evolved in recent years.  Join our community: www.nextgenplanners.co.uk

In this episode of That NextGen Planners Podcast, we chat with the awesome Jonathon Jay from Hoxton Wealth. We chat about Hoxton's venture into the UK with Hoxton Wealth, the growth of evidence-based investing, what real financial planning is in Jonathon's opinion, and much more. Join our community: www.nextgenplanners.co.uk

In this episode of That NextGen Planners Podcast, we chat with the awesome Nila Mistry, who runs Prosperity Life Planning. We chat about the difference between financial advice and financial planning, how to grow a financial planning business that focuses on life planning, and tips for being a great financial life planner.  Join our community: www.nextgenplanners.co.uk

In this episode of That NextGen Planners Podcast, we chat with Chief Designer at docVinci and Head of Marketing at NextGen Planners, Dan Graham. We chat about lots of topics including building a world class client experience, the importance of brand and standing out, marketing, personal brand, AI and much, much more! 

In this episode of That NextGen Planners Podcast we chat with the award-winning Sean & Vicki from Lightside Financial Planning. Here we chat about about how Sean & Vicki have grown Lightside Financial Planning, the pros and cons of having lots of clients and the lessons they have learned along the way. Join our community: www.nextgenplanners.co.uk

In this episode of That NextGen Planners Podcast hosts Amelia, Taylor and Clara chat with Sarah Elson co-founder of Berry and Oak.  Here they dive into detail about; whether awards are fair, what awards should exist and some tips for winning.  Join our community: www.nextgenplanners.co.uk

In this episode of the brand new That NextGen Planners Podcast meet one of the two brand new co-hosts.  First up is Taylor Beavis. Amelia and Clara chat to Taylor about who he is, what he does and why he does it.  Join our community: www.nextgenplanners.co.uk

In this double release for the new That NextGen Planners Podcast we meet our other brilliant co-host Clara Metcalfe Amelia and Taylor chat to Clara about who she is, what she does and why she does it.  Join our community: www.nextgenplanners.co.uk

In this episode of the NextGen Planners TechStack ® Podcast, Francois du Toit chats with Adam Owen.  Here they discuss; the ever-evolving landscape of financial planning, the increasing role of AI in content production and the importance of mindful technology use. Discover the NextGen Planners TechStack ®

In this episode of the NextGen Planners Podcast Amelia talks with the CEO of Bentley Reid, Peter Clark.  Here they discuss; the DFM landscape right now, the evolution of client expectations and the role of technology.  Join our community: www.nextgenplanners.co.uk

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Verena Weber, an accomplished consultant with a rich background in statistics and artificial intelligence.  Here they talk about the role of AI agents and large language models, the potential of Microsoft's Copilot technology and the balance between human oversight and AI automation, particularly in regulated sectors like finance.  Discover the NextGen Planners TechStack ®

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Jason Pereira, a visionary in financial planning, regulation, and fintech advocacy in Canada.  Here they chat about technological innovations reshaping the financial planning landscape, the potential of artificial intelligence, and the importance of clean, rich data for enhancing efficiency in financial planning systems and CRMs.  Discover the NextGen Planners TechStack ®

In this episode Amelia chats with Clémence Chatelin, ESG Integration Manager at CCLA.  Here they discuss, the development of the ESG landscape, integrating ESG in investing and what's on the horizon.  There were a few connection difficulties but the discussion is so interesting you won't want to miss it.  Join our community: www.nextgenplanners.co.uk

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Roger Portnoy, the Chief Strategy Advisor for Object Way SPA.  In this episode, they discuss the future of innovation in the wealth management sector,  the unique challenges of introducing new technology in a trust-oriented and heavily regulated industry and how AI can revolutionise client acquisition, engagement, and operational processes.  Discover the NextGen Planners TechStack ®

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Panos Leledakis, a pioneer in leveraging technology to transform the financial planning and insurance industry.  Here they discuss the evolving landscape of technology, the power of AI in content creation and client engagement, and the importance of embracing a forward-thinking mindset in the professional world.  Discover the NextGen Planners TechStack ®

In this episode Amelia chats with Rebecca Tuck, Financial Planning Operations Manager at Paradigm Norton.  Here they talk about the evolution of paraplanning, what the future of paraplanning looks like and what changes need to be made.  Join our community: www.nextgenplanners.co.uk

In this episode of the NextGen Planners TechStack ® Podcast Adam Carolan chats with Founder of Model Office Chris Davies.  Here they talk about the transformative power of cutting-edge technologies in the financial planning industry,  the importance of integrating tech for data analysis  and the disruptive potential of technologies like GPT-driven chat services in banking.  Discover the NextGen Planners TechStack ®

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Gary Winslow, Business Development Director for Asset-Map in the UK. Here they discuss the evolving role of technology in financial planning, the importance of using technology to enhance client interactions rather than replace them and Gary shares insights into how financial planners can use technology to improve client engagement. Discover the NextGen Planners TechStack ®

In this episode of the NextGen Planners Podcast Amelia chats with  Jen Lothian CEO and Co-Founder of My Ark.  Here they talk about the importance of acquiring the right data, the necessity of seeing data in context and how tech that can help with this.  Join our community: www.nextgenplanners.co.uk

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Head of Consulting at Finura Group Danni Le Grande Here they discuss; the integration of advanced technology in advice platforms, the burgeoning use of client portals for improved cybersecurity, and the challenges and opportunities presented by technology.  Discover the NextGen Planners TechStack ®

In this episode of the NextGen Planners Podcast Amelia talks with Founder of Advice Flow, George Cooper.  Here they talk about; demystifying the tech landscape, optimising work flows and what automation can do for advisers.  Join our community: www.nextgenplanners.co.uk

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with John Mason from Dynamic Planner. Here they discuss; the integration of technology in financial planning, the importance of technology in succession planning within financial advice firms and the ongoing need for human elements in financial planning.  Discover the NextGen Planners TechStack ®

In this episode of the NextGen Planners Podcast Amelia talks with founder of Evolve, Harriet Davis.  Here they talk about; where you are going wrong with job descriptions, how to manage a team through times of change and how to promote growth.  Join our community: www.nextgenplanners.co.uk

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Chris Shuba from Helios. Here they discuss; how Helios uses AI to create customised investment portfolios, the benefits it can offer financial planners and the challenges and opportunities of using AI in investment management across different regulatory environments.  Discover the NextGen Planners TechStack ®

In this episode of the NextGen Planners Podcast Dan talks to co-founders of Lyfeguard, Fraser Stewart and Gary Stewart. Here they discus the importance of good organisation, working with a digital-first generation and the role of integrations.  Join our community: www.nextgenplanners.co.uk  

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Neil Parker from PlanHappy Services. In this conversation they talk about, the evolution of financial tech over the past decade, the gaps in traditional financial software and the importance of customisation. Discover the NextGen Planners TechStack ®

In this episode of the NextGen Planners Podcast Dan Graham chats with Chartered Financial Planner Tom Parkinson from Heritage Investments.  Here they talk about utilising social media, the importance of a personal brand and the process of getting chartered.  Join our community: www.nextgenplanners.co.uk

    In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan talks with Advisory AI Co founder Alan Gurung.  . In this conversation they talk about, how to scale paraplanning in firms using AI, how AI can help with the mundane admin tasks and what it will mean for advisers in the near future.   Discover the NextGen Planners TechStack ®

In this episode of the NextGen Planners Podcast Amelis chats to Senior Manager at Alpha Matt Jeffery.  Here they discussed some easy wins in terms of productivity, how tech fits into this and the specifics around client segmentation.  Join our community: www.nextgenplanners.co.uk  

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Derek Gardiner CTO of Commotion. In this conversation they talk all about significant changes brought about by technology, strategies for businesses to adapt to technological advancements and the concept of building a "network of trust". Discover the NextGen Planners TechStack ®

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Anthony Rafferty, CEO of Origo. In this conversation they talk all about exciting developments in the fintech space, creating solutions to financial planners problems and the future of finance. Discover the NextGen Planners TechStack ®

In this episode of the NextGen Planners Podcast Amelia chats with Lou Gladwell and Colin Low from Kingsfleet Wealth.  Here they reflect on the last two years, during which Lou lost her husband Gary, who also worked at Kingsfleet. The conversation offers an in-depth look into how a company can cope with an extremely sad and unexpected crisis, and what advisers can now do to help others and change the way businesses work. You can still donate to Gary's page here:  https://www.justgiving.com/fundraising/Gary-Gladwell Join our community: www.nextgenplanners.co.uk

In this episode of the NextGen Planners TechStack™ Podcast, host François du Toit talks with Vincent Heys from Wealthstack.  They chat about the distinction between "fast money" and "slow money," the importance of engaging clients through technology, and the challenges and opportunities presented by digital advancements in the industry.  Discover the NextGen Planners TechStack ®

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Katie Cirjak from Scale Up Paraplanning in Australia. In this conversation they talk all about early practical uses of Microsoft Copilot, the benefits of creating GPTs and the evolving role of paraplanners. Discover the NextGen Planners TechStack ®