NextGen Planners

253 Episodes

1. The Mindset of High-Net-Worth Clients with Nancy Reid

   Published: 7/15/2022
2. Hybrid Financial Advice with Rob & Caroline from Ammonite

   Published: 7/1/2022
3. Fitting Fitness Into Your Busy Life with Andrew Marsham

   Published: 6/24/2022
4. Financial Capability for Everyone with Natalia Coe

   Published: 6/17/2022
5. Designing Financial Services for Humans with Phil Courtenay

   Published: 5/27/2022
6. How Engaging with Investments Can Change The World with Florrie Holloway

   Published: 5/6/2022
7. Financial Planning for the Stigmatized with Lindsey Swanson

   Published: 4/29/2022
8. How to Make Suitability Reports Fun with Karen Malin

   Published: 4/5/2022
9. Serving The Under-Served with Natalie Taylor

   Published: 4/1/2022
10. Using Exercise as a Work Tool with Elizabeth Webb

    Published: 3/29/2022
11. Bridging The Advice Gap with Jenny Madhoo

    Published: 3/25/2022
12. The Best Ways to Pass Exams with Chanelle Pattinson

    Published: 3/18/2022
13. How to Live in the Moment with Shaun Doherty

    Published: 3/11/2022
14. A New Type of Green Investing with Yan Swiderski

    Published: 2/25/2022
15. Building a Sustainable Financial Planning Proposal with Damien Lardoux & Louisiana Salge

    Published: 2/11/2022
16. Presenting Financial Plans is Over with H. Adam Holt

    Published: 2/4/2022
17. Simple Financial Planning with Ray Adams

    Published: 1/28/2022
18. It's Not All Suits & Ties with Graham Taylor

    Published: 1/14/2022
19. How Financial Planners can educate the world with Alexia & Margot

    Published: 1/7/2022
20. Entrepreneurship in financial planning with Olly Betts

    Published: 12/17/2021