NextGen Planners

253 Episodes

1. Integrating Adviser Technology with Rich Weatherburn

   Published: 2/26/2021
2. Being a Young Entrepreneur with Dasarte Yarnway

   Published: 2/23/2021
3. How to Streamline Your Process with Stuart Mangion

   Published: 2/19/2021
4. Open Banking with Christian Burgin

   Published: 2/16/2021
5. Being Yourself with Kunle Olafare

   Published: 2/12/2021
6. How to Beat the Scroll ™ with Chloë Clover

   Published: 2/9/2021
7. Shout About the Good Stuff with Francois du Toit

   Published: 2/5/2021
8. Surge Meetings with Sam Sloma

   Published: 2/2/2021
9. How to Cast Your Own Silhouette with Andrew Lane

   Published: 1/29/2021
10. Why Allyship Matters with Olivia Parnell

    Published: 1/26/2021
11. The Psychology Behind Retiring with Pauline Johnson-Zielonka

    Published: 1/22/2021
12. Helping People Make Better Decisions with George Agan

    Published: 1/19/2021
13. Finding the Scoops with Laura Purkess

    Published: 1/13/2021
14. How to Engage the Next Generation with Chloe Moran

    Published: 1/6/2021
15. Louis Van Der Merwe

    Published: 12/17/2020
16. Impressing the Next Generation with Ali Marchand of Impresm

    Published: 11/27/2020
17. Innovation in Financial Planning with Kate Holmes

    Published: 10/15/2020
18. Concierge Services with Katie Moss

    Published: 9/29/2020
19. Being a Virtual Adviser with Derek Notman

    Published: 9/2/2020
20. Being a business owner and making mistakes with Roger Kennedy

    Published: 7/16/2020