NextGen Planners

253 Episodes

1. Business Benefits of Inclusion with Charlotte Phillips-Lynn

   Published: 4/28/2025
2. State of the Adviser Nation with Steve Nelson

   Published: 4/4/2025
3. The 'Secret' about Manifesting with Jon Dunckley

   Published: 3/21/2025
4. Why 50% of Women Aren't Investing in Their Future with Elisabeth Prager

   Published: 3/7/2025
5. Two-Thirds of Advisers Are Unhappy With Their Providers with Ash Weston

   Published: 2/21/2025
6. 95% of advisers are making this pricing mistake with Karl Dines

   Published: 2/7/2025
7. Why Taylor Outsources Paraplanning with Hannah Wynick

   Published: 1/24/2025
8. Burnout Busters with The Hosts

   Published: 1/10/2025
9. Christmas Special

   Published: 12/20/2024
10. Strategy and Substance with Nicola Crosbie

    Published: 12/6/2024
11. Not so soft skills with George Kinder

    Published: 11/22/2024
12. Life By Design with Christian Mather

    Published: 11/15/2024
13. Coaching Conversations with Jo Wall

    Published: 10/25/2024
14. What not to wear with The Hosts

    Published: 10/11/2024
15. ESG- Before It Was Cool with Julian Parrott

    Published: 9/27/2024
16. Building an evidence-based business with Jonathon Jay

    Published: 9/13/2024
17. Growing a Life Planning Business with Nila Mistry

    Published: 8/30/2024
18. Building better client experience with Dan Graham

    Published: 8/16/2024
19. Scaling Quickly with Sean McDermott and Vicki Langdon

    Published: 8/2/2024
20. Do Awards Matter? with Sarah Elson

    Published: 7/19/2024