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 Pl…

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 ® 👉 nextgenplanners.co.uk/tech-…

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 wha…

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…

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 ® 👉 nextgenplanner…

In this episode Amelia sits down with FInancial Planner Darren Day. Here they talk about the transition from the military to finance, lessons Darren has taken with him and what turning 40 and the future looks like. Join our community: www.nextgenplanners.co.uk

In this episode of the TechStack Podcast brought to you by the NextGen Planners Podcast, host Francois du Toit is joined by Charlotte Kemp, the Futures Alchemist, to explore the fascinating intersection of futurism and financial planning. Charlotte delves into the concept of futures thinking, explaining how adopting a forward-thinking mindset is cr…

In the episode Amelia talks with Jo Faith, founder of Jo Faith Copywriting. Here they discuss the importance of good website copy, some common mistakes made and Jo gives some brilliant practical tips to upgrade your copy. Join our community: www.nextgenplanners.co,uk

In this episode of the TechStack podcast Adam Carolan talks to Doug Fritz CEO of F2 strategy. Here they talk about AI in WealthTech today, diving into how artificial intelligence is used in UK wealth technology, with real examples. They also talk about the challenges and risks with tech in finance from keeping data safe to making sure AI advice is …

In this episode Amelia sat down with Director of Plan Works, Sian Davies Cole. Here they talked about the importance of mentoring, the characteristics of a good mentoring relationship and understanding people's individual needs. Join our community: www.nextgenplanners.co.uk

In this episode, host Francois du Toit sits down with Alex Gassner from paraplanner.ai to discuss the cutting-edge role of AI in financial planning. Alex shares his extensive experience, starting from his early days in wealth management to his current venture in AI, focusing on how technology can streamline operations, enhance client engagement, an…

In the episode Amelia talks with Director of Wellington Wealth, Jennifer Ellis. Here they discuss the journey of launching a financial planning firm, the work behind the scenes and lessons learned along the way. Join our community: www.nextgenplanners.co,uk

In this second episode, Adam Carolan and David Davies delve into the digital transformation sweeping through the financial advice sector. They discuss the increasing role of technology in improving efficiency and client interactions, particularly through the use of digital tools for tasks like meeting note-taking. This technological shift enables a…

In this episode Amelia sits down with Daniel Gornall from Centurion Chartered Financial Planners who is a Financial Planner specialising in divorce and separation. Here they chat about the technical side of divorce planning, the importance of a joined up approach and understanding the mindset of clients. Join our community: www.nextgenplanners.co.u…

In the VERY FIRST episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Rohit Vaish and Amal Jolly from Saturn AI 🤖 For our first conversation, we’re discussing how meeting notes have progressed over the years, and how AI is shaping the ability to get better meeting notes from clients. The end result is that financial planner…

In this episode Amelia talks with Laura Ann Moore a financial coach and financial wellbeing speaker. Here they talk about; the benefits of financial coaching, understanding the emotions behind money and how to harness these to reach your goals. Join our community: www.nextgenplanners.co.uk

In this podcast Amelia talks to Co-Founder of Planner Pal, Mark Whitcroft. Here they talk about; AI in financial planning, whether it is a threat or opportunity and how financial planners can leverage this. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talks to Founder and Director of HK Wealth Garry Hale. Here the chat about: insights from 2023, strategies for a successful 2024 and really getting into the mind of a client. Join our community: www.nextgenplaners.co.uk

In this episode Amelia talks to Nitika Vyas, co founder of Aila Money. Here they chatted about; forging a new era of financial guidance, using tech to help close the advice gap and launching new ventures. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talked to Sonia Rach, Deputy News Editor at FTAdviser, Financial Times and Author. Here they chatted about self publishing a book, the gap in financial education and the difference we can make. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talks with Founder of Trustestate, Rish Sareen. Here they talk about digitising the probate process, intergenerational wealth and the challenges and opportunities the great wealth transfer will bring. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talked to Nicky Sevel, Founder of Woven Advice. Here they chatted about; the importance of data, the fintech future and the challenges of being an entrepreneur. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talks to ADHD Coach Yeara Rosenthal. Here they discussed; ADHD in clients and considerations to take, what individuals with ADHD can do to help themselves and how businesses can be more mindful and create an inclusive work environment. Join our community: www.nextgenplanners.co.uk…

In this episode Amelia talks to Linda Kelland, Neurodiversity Specialist. Here they discussed; why the topic of neurodiversity can’t be ignored, strategies for neurodivergent individuals and how companies can be more inclusive. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talks to Olivia Maynard, Operations Director at TFP Financial Planning Ltd. Here they discussed; what good culture looks like, how to recruit to make a strong team and mindful approaches to team building. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talks with Laura Blake, Philanthropy Director at Somerset Community Foundation. Here they discussed; the purpose of community foundations, the impact of local giving and how community foundations can support financial planners. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talks with Bimpe Nkontchou, Founder of Wealth 8. Here they talked about the necessity for a platform like Wealth8, the challenges faced by the black community in wealth-building, and the role of financial planners in addressing these disparities. Join our community: www.nextgenplanners.co.uk…

In this episode Amelia chats with Ian Horne, Author and European Head of Content at Money 20/20. Here they talk about the benefits and challenges of embracing technology in the financial industry, the power of decentralized finance platforms and their implications for financial inclusion and the ethical and regulatory considerations surrounding fin…

In this episode Adam chats with Sam Oakes, Founder of Financial Planner Life and Financial Planner Life Academy. Here they talk about becoming a B Corp, the launch of the Financial Planner Life Academy and how a Tom Cruise impression went viral on TikTok. Join our community: www.nextgenplanners.co.uk…

In this episode Amelia chatted with Keith Boyes, Chartered Financial Planner and Managing Director of Spentwell. Here they discussed different strategies for effective communication, what good listening looks like and the importance of empathy in a people-centric approach to financial planning. Join our community: www.nextgenplanners.co.uk…

In this episode Amelia chatted with Anthony West, Independent Financial Adviser at Beckett Investment Management Group. Here they talked about adapting as a financial planner, balancing demands and prioritising mental health. Join our community: www.nextgenplanners.co.uk

In this episode Amelia chatted with Charlie French, co-founder of Etcho. Here they discussed the power of storytelling in financial planning, the significance of developing a connection between clients and their portfolios and the transformative potential of impact investing. Join our community: www.nextgenplanners.co.uk…

In this episode Amelia chatted to James Thompson, Chartered Financial Planner and Director at Becketts. Here they talked about navigating unforeseen circumstances, the nuances of management buy-outs and adapting in the industry. Join our community: www.nextgenplanners.co.uk

In this episode Dan chatted with Fractional Chief Evangelist to B2B Wealthtech Brands, Diana Cabrices. Here they talked about the role of brand ambassadors, how to identify them and how to cultivate meaningful relationships. Join our community: www.nextgenplanners.co.uk

In this episode Amelia chatted with Psychologist, Family Wealth Consultant and Coach, Dr Moira Somers. Here they talked about; the concepts of nudge and sludge, the impact of dark patterns and behavioural factors in decision making. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talked to Marc Hendriks, Chief Investment Officer at Green Growth Investments Ltd. Here they discussed; where to put your money to make a difference, how to wade through the data and what the future looks like. Join our community: www.nextgenplanners.co.uk

In this episode Adam Owen chatted with Chris Budd, founder of the Institute for Financial Wellbeing and author of two financial wellbeing books. Here they talked about the intricate link between happiness and our interactions with money, understanding our own mental landscape and how good financial planning can support a positive outcome. Join our …

In this 200th episode of the NextGen Planners Podcast Amelia sat down with Isobel Cowell, Head of Social at the global personal branding agency, Kurogo. Here they talked about; the importance of personal branding in 2023, the many pitfalls of social media and how to take the first step. Join our community: www.nextgenplanners.co.uk…

In this episode Amelia talked to Adam Prestwood, Operations Director at P1 Investment Management. Here they discussed, the frustrations planners have with platforms, where the client fits in and what the platform space might look like in the future. Join our community: www.nextgenplanners.co.uk

In this episode Amelia chatted with Gurdit Singh, co-founder of Fintegrate and managing director of Chameleon Financial Planning. Here they chatted about creating tech for the financial planning profession, seeing this revolution from both sides and the future of financial technology. Join our community: www.nextgenplanners.co.uk…

In this episode Amelia chatted with Sarah Marks, CEO of financial education charity RedSTART. Here they discussed, why financial education is so important for young people right now, how it can affect real social change and also how financial education is having to evolve. Join our community: www.nextgenplanners.co.uk…

In this episode Dan chatted with Dr Kristy Archuleta, a Professor in Financial Planning and an internationally recognised scholar in the development of financial therapy. Here, they discussed what effective financial planning looks like, understanding clients behaviour and how being therapeutic just means being human. Join our community: www.nextge…

In this episode Dan chatted with Ola Majekodunmi, the Founder of All Things Money, an online platform designed to provide young adults with some of the financial tools needed to help navigate the adulting world. Here, they discussed, the significance of financial literacy in young people, the unreliability of the profession and how to narrow the ad…

In this episode Dan chatted with Ross Marino a financial planner and Founder and CEO of Advisor2X. Here they discussed, using a human first approach, how to adapt to identity changes and financial planning as a therapeutic process. Join our community: www.nextgenplanners.co.uk

In this episode Dan chatted to Dr. Mary Bell Carlson who is a financial behaviour expert, speaker and author. Here they discussed stress and emotion around money, understanding different parts of the brain and what money smells like. Join our community: www.nextgenplanners.co.uk

In this episode Dan chatted to Lesley Li who is the CEO and co-founder of U Impact. Here they discussed the emotional side of money, understanding financial education in a creative way and demystifying the world of sustainable investing. Join our community: www.nextgenplanners.co.uk

In this episode Dan chatted with Santiago Burridge, the co-founder and executive chairman at Lumiant. Here they discussed changing the profession, scaling client-centric advice and understanding that you don't have a better product, but you can have a better connection. Join our community: www.nextgenplanners.co.uk…