NextGen Planners

253 Episodes

1. Tony Taylor on coaching at the highest level

   Published: 4/28/2020
2. Natalie Wright details her journey to become Chartered Financial Planner of the Year 2018

   Published: 4/28/2020
3. Lauren Janus on how to bring philanthropy into your financial planning discussions

   Published: 4/28/2020
4. Creating a financial planning business for the future with Daniel Priestley

   Published: 4/28/2020
5. Paul Hogarth on a career in Financial Services and looking to the future

   Published: 4/28/2020
6. Steph Hayter from The Money Charity on the educating the younger generation

   Published: 4/28/2020
7. Andy Hart on how he uses his brands to reach different audiences about financial planning

   Published: 4/28/2020
8. Alfie and Jo on starting a firm within a firm specialising in tech entrepreneurs

   Published: 4/28/2020
9. Cathi Harrison on graduate recruitment and outsourced paraplanning

   Published: 4/28/2020
10. Paul Resnik on a global and forward looking perspective of Financial Planning

    Published: 4/28/2020
11. Rich Ellis and Nick Davies on how they brought different skills to their new FP business

    Published: 4/28/2020
12. Sam Sloma on lessons from the first year of his FP firm

    Published: 4/28/2020
13. Chris Budd on Employee Ownership, the new model for Succession Planning

    Published: 4/28/2020
14. Sharon Sutton on her transition to Financial Planning and Client Advisory Boards

    Published: 4/28/2020
15. Alan Moore on lessons from over 600 Gen X and Y Financial Planning firms

    Published: 4/28/2020
16. Emma Houlton on mastering the Art of Podcast

    Published: 4/28/2020
17. Ronald Sier on being a smart financial planner

    Published: 4/28/2020
18. Jon Pittham on inbound marketing and lessons from interviewing hundred of FP clients

    Published: 4/28/2020
19. David Ferguson on supporting the growth of financial planning with technology 21/02/2018

    Published: 4/28/2020
20. Brett Davidson on the opportunity for the future of financial planning

    Published: 4/28/2020