NextGen Planners (NextGen Planners)

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, Dan chats with Lauren Stansell, who is a CFP® at Yeske Buie in the US.

Here, they discuss Lauren's work with helping people live their BIG lives, the power of discovery meetings, her work at FPA NexGen in the USA and much more!

Join our community: www.nextgenplanners.co.uk/community. 

In this double release for the new That NextGen Planners Podcast we meet our other brilliant co-host Clara Metcalfe

Amelia and Taylor chat to Clara about who she is, what she does and why she does it. 

Join our community: www.nextgenplanners.co.uk

In this episode, Dan chats with Brian Byrnes who is Head of Personal Finance at Moneybox.

We chat about the cost of living crisis at the moment, how to make financial planning more accessible, and how Moneybox are introducing new ways to get people to think about their financial future.

Join our community: https://bit.ly/3zwDVQA 

In this episode we are joined by the one and only George Kinder. 

George joined us virtually to talk about listening, mindfulness and truly connecting with clients.

Join our community: www.nextgenplanners.co.uk

In this episode, Dan chats with Lisa Perry from PWH Wealth Group in South Africa.

Here, they chat about Lisa's career in finance so far, how she's using behavioural coaching with her clients and what she will be chatting about at the #NEXTGEN21 Global Conference in June.

Grab tickets for #NEXTGEN21: https://buytickets.at/nextgenplanners/484194 

In this episode of That NextGen Planners Podcast, we chat with the awesome Nila Mistry, who runs Prosperity Life Planning.

We chat about the difference between financial advice and financial planning, how to grow a financial planning business that focuses on life planning, and tips for being a great financial life planner. 

Join our community: www.nextgenplanners.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, Dan chats with Dennis Harhalakis from Cambridge Money Coaching.

Here, they discuss the emotions of financial planning, how to make clients feel safe, what clients are feeling when they meet a financial planner and much more around financial planning and the brain.

Join our community: https://www.nextgenplanners.co.uk/join-our-community 

In this episode, Dan chats with Robert Sofia from Snappy Kraken in the United States.

Here, they chat about marketing for financial planners and how to make your financial planning business stand out in a noisy, forgetful world.

Join our community: https://nextgenplanners.co.uk/join-our-community/

In this episode, Dan chats with Amy Mullen, who is the President of Money Quotient ®, a support service for financial planners to create stronger client relationships using great questions and research.

Here, they chat about the EQ + IQ = MQ equation that her mother, Carol, created, the importance of client relationships and also how to achieve true wealth.

Join our community: https://nextgenplanners.co.uk/join-our-community/ 

In this episode, Dan chats with Christian Burgin, co-founder of Visible Capital in Edinburgh, UK.

They discuss the open banking and fintech trend, and how it perhaps hasn't kicked off as much as we thought it would have done a few years ago. 

Enjoy!

In this episode, Dan chats with George Agan of Pension Help, who is also the man behind Principles Personal Finance, an education project which has just been launched for the public.

They also chat about the importance of financial education, alongside what financial planners can do to educate the general public about money.

Enjoy! 

In this episode, Dan chats with Ryan May from Sound Financial Management in Plymouth. 

Here, they chat about Ryan's journey from Law into Financial Planning, how he is an 'Intrapreneur' and what this means, and much more!

Join our community: https://bit.ly/3AngWIa 

In this episode, Dan chats with Natalie Taylor from Monarch Money.

Here, they discuss Natalie's fresh approach to goals and values, her work as a financial planner and also the amazing software behind Monarch Money and how they are helping to serve those who haven't been able to access advice in the past.

Join our community HERE. 

In this episode of That NextGen Planners Podcast, we chat with the awesome Jonathon Jay from Hoxton Wealth.

We chat about Hoxton's venture into the UK with Hoxton Wealth, the growth of evidence-based investing, what real financial planning is in Jonathon's opinion, and much more.

Join our community: www.nextgenplanners.co.uk

In this episode, Dan chats with Danika Waddell from Xena Financial Planning in Seattle.

Here, they chat about why Danika launched a virtual financial planning business, what she's doing do increase financial empowerment for all women and what we can do to create a more inclusive society.

Grab tickets for #NEXTGEN21: https://bit.ly/3bK3EcX

In this episode, we chat with Charlotte Phillips-Lynn from Seccl.

Here, Dan chats with Charlotte about how we can make financial services more inclusive and their tips for financial planners on building inclusive businesses.

Check out LGBT Great 👉 https://www.lgbtgreat.com/

In this episode, Dan chats with Bryce Clark from Wellington Wealth and @clarksfinancialsparks in Glasgow.

Bryce talks about the current state of financial education, the barriers to him entering financial planning and his big dreams in the profession.

Join our financial planning community: https://www.nextgenplanners.co.uk/join-our-community 

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, Dan chats with NextGen Planners member Clem Chatelin, a Chatered Financial Planner from Paradigm Norton in Bristol.

Here, they discuss Clem's specialist topic of Responsible Investing, how to have conversations with clients about ethical investing, and where she sees the future of responsible investing.

Join our community: nextgenplanners.co.uk/join-our-community/

In this episode we are joined by co-founder of Aila Money, Elisabeth Prager. 

We discussed the gender wealth gap, how education can empower women financially and the role of fintech in supporting traditional financial advice.

Join our community: www.nextgenplanners.co.uk

In this episode of the NextGen Planners Podcast Amelia chats with  Jen Lothian CEO and Co-Founder of My Ark. 

Here they talk about the importance of acquiring the right data, the necessity of seeing data in context and how tech that can help with this. 

Join our community: www.nextgenplanners.co.uk

In this episode, Dan chats with Scott Frank from Stone Steps Financial in California.

Here, they chat about the importance of silence when having conversations with clients and allowing them the space to share what they're truly thinking.

Join our community: https://nextgenplanners.co.uk/join-our-community/ 

In the second of our Advice Stack Sessions, Adam Carolan chats with Dale Kirkpatrick and John Sloan from Modulus Financial Planning. 

Here, they discuss how they have started a financial planning business from scratch, the lessons they've learned and why they decided to go with a network, rather than going directly authorised.

Find out more about Advice Stack: https://bit.ly/3WQ5oaf 

In this episode of the NextGen Planners TechStack ® Podcast Adam Carolan chats with Founder of Model Office Chris Davies. 

Here they talk about the transformative power of cutting-edge technologies in the financial planning industry,  the importance of integrating tech for data analysis  and the disruptive potential of technologies like GPT-driven chat services in banking. 

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

Timestamps  

00:00 Introduction, AI history, robo advisors' impact discussed. 

03:35 Robos automate investment tasks, tools used actively. 

07:37 Professional indemnity insurance, risk management, compliance costs. 

12:13 Quality data and tech drive best performance. 

13:29 Tech firms eyeing financial services, regulatory risks. 

19:31 Technology isn't magic, but crucial for business. 

20:51 NextGen planners must employ data analytics effectively. 

24:24 Software integrates data for Microsoft 365 and Power BI. 

28:13 Summary: Ensuring control and compliance in technology implementation. 

In this episode, Dan chats with Francois du Toit from PROpulsion in South Africa.

They discuss how we can raise the reputation of the profession, content creation, and much, much more.

Enjoy!

In this episode we are joined by Karl Dines. Karl works with UK Financial Services Firms on a consultancy basis with his firm Open Door Policy Building Propositions. 

In this episode we explore the importance of understanding and documenting the true cost of financial advice, how firms often underestimate their costs of service delivery and the challenges of pricing models.

Join our community: www.nextgenplanners.co.uk

In the next episode of our Blast Off Series, Rohan chats with Jess Brady from Fox and Hare in Australia.

Here, they chat about the lessons that Jess learned from launching her financial planning business, what she would do differently, and some tips for those launching their own financial planning business. 

Find out more about Blast Off here: https://nextgenplanners.co.uk/blast-off/

In this episode, Dan chats with Thomas Kopelman, a financial planner and co-founder of All Street Wealth in Indiana.

We hear Thomas's extraordinary story about how he gets 90% of his clients as a financial planner through social media! Plus, great tips on content creation, marketing and growing your business.

Join our community: https://bit.ly/3pcvaGw

In the latest episode in our Blast Off Series, Rohan chats with Rebecca Andrew from Eleven:Eleven Financial. 

Here, they discuss Rebecca's journey so far, how she constantly reminds herself of her vision and big picture, and also the challenges of launching a financial planning business.

Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/

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 community: www.nextgenplanners.co.uk

In this episode we have Founder and Managing Director of Core Financial Paraplanning Limited, Hannah Wynick. 

We discuss, the huge benefits of outsourced Paraplanning, Taylor's personal experience building it into his offering and the place of Paraplanning in the industry. 

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, Dan chats with Bob Veres from the United States, a financial planning commentator and author who has decades of experience in financial planning.

Here, they discuss the current state of financial planning, where we have been, where we're going, and what a modern financial planning business should look like. Plus, great tips on writing!

Join our community: https://bit.ly/3zeLXi7 

In this episode Amelia chats with Clémence Chatelin, ESG Integration Manager at CCLA. 

Here they discuss, the development of the ESG landscape, integrating ESG in investing and what's on the horizon. 

There were a few connection difficulties but the discussion is so interesting you won't want to miss it. 

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, 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, and drive efficiency in financial advisory services.

They touch upon the evolution of AI from simple chatbots to sophisticated platforms capable of offering hyper-personalised financial advice, the challenges and opportunities in integrating AI into existing tech stacks, and a glimpse into the future of financial planning.

Join our community: www.nextgenplanners.co.uk

In this episode, Dan chats with Florrie Holloway from Tumelo.  They chat about green investing, the importance of education around this topic and also what investors can do to make a difference by engaging with their investments.  Join our community: www.nextgenplanners.co.uk/join-our-community

In this episode, Dan chats with Olly Betts from Founders Factory. 

Here, they discuss entrepreneurship in financial planning, how you take your idea and turn it into a business, and Olly's number one tip for launching your own business.

Join us: https://www.nextgenplanners.co.uk/join-our-community 

In this episode, Dan chats with Russell Ho, a financial planner, podcast host, public speaker and all-round great guy from South Africa.

They chat about Russell's entry to the profession, his extremely personal reason for doing what he does, how he came up with his 'Financial Advice Made Easy' tagline, and much, much more. 

Find out more about the #NEXTGEN21 Conference: https://nextgenplanners.co.uk/conference/ 

In the next episode of our Blast Off Series, Rohan speaks to Lisa Johnstone from VWM Wealth in Scotland. 

Here, they discuss how Lisa was involved in a successful succession plan and a few of Lisa's tips on running a thriving financial planning firm.

Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/

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 reliable.

And finally what's next for WealthTech. See what innovations and AI developments can we expect to see in the UK's financial planning scene in the coming years.

Join our community: www.nextgenplanners.co.uk

In this episode, Dan chats with Chanelle Pattinson from Her Future Bright.

Here, they chat about the best ways to study for and pass financial planning exams, Chanelle's awesome podcast and much, much more.

Join our community: https://bit.ly/364bvCO 

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 crucial for both financial advisors and their clients in navigating the complexities and rapid changes brought about by technology.

She discusses the role of financial advisors as futurists, the importance of preparing for various future scenarios, and the impact of technological advancements like AI on the industry.

Through engaging conversation, Charlotte offers valuable insights into embracing change, the significance of mindset, and the potential risks and opportunities that lie ahead, providing a comprehensive understanding of how to thrive in an uncertain future.

Join our community: www.nextgenplanners.co.uk

It's the Christmas Special of That NextGen Planners Podcast. 

In the episode the hosts reflect on 2024, look forward to Christmas and are joined virtually by some top notch guests sharing some words of wisdom. 

Join our community: www.nextgenplanners.co.uk

In the final episode of our Blast Off Series, Dan chats with Keith Boyes from Spentwell in Edinburgh.

Here, they chat about the best and most challenging parts of being a financial planning business owner, including needing to wear different hats at different times.

Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/ 

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, Dan chats with Arnaud Malherbe from PSG Wealth in South Africa. 

Here, they chat about Arnaud's move from athletics into financial planning, his opinions on the value of advice and what we can do to raise the reputation of financial planning.

Find out more about #NEXTGEN21: https://nextgenplanners.co.uk/conference/ 

In the next episode of the Blast Off series, Rohan chats with Ben Baldwin from STEM Financial.

Here, they discuss knowing your why, how to identify who to work with, and some tips for deciding whether or not to launch your financial planning firm. 

Find out more about Blast Off: https://bit.ly/3sJAXTI

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 ® 👉 nextgenplanners.co.uk/tech-stack

In this episode, Dan chats with Charlie Parker from Albemarle Street Partners. 

Here, they discuss the journey of financial planning as a profession, financial planning during tough times, the future of the profession and much more!

Join us: https://bit.ly/3VOjCHR 

In this episode, Dan chats with Gavin Brown from The University of Liverpool and Matthew Buck from Winterbar Associates. 

Here, they have a balanced discussion on the future of Cryptocurrency in the Financial Planning Profession, the future of blockchain, a teaser about a new Cryptocurrency fund, and much more! 

Join our community: www.nextgenplanners.co.uk 

DISCLAIMER: None of the opinions or views stated on this episode should be viewed as a personal recommendation. Any personal recommendations should also be provided by a regulated financial adviser.

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

In this episode Dan chatted with Lisa Conway Hughes who is a financial planner at Westminster Wealth Management as well as an author and speaker. 

Here, they discussed how to grow a network, why not to waste time on things that aren't right for you and the need to change the industry to suit consumer needs (and not vice versa). 

Join our community: www.nextgenplanners.co.uk

In this episode, Dan chats with Karen Malin from The GI Consultant and Naked Compliance.

They discuss the future of compliance, how to work with your compliance consultant and how to master your compliance stuff.

Join the NextGen Planners Community: https://bit.ly/3K0RoTE 

In this episode, Rohan chats with Sam Sloma from Engage FS, who appeared on the podcast a few years ago at the very start of his journey as a financial planning business owner.

Here, they catch-up on how things have been, as well as discussing a hot topic at the moment amongst financial planners - surge meetings. 

Enjoy!

In the fourth episode of our Advice Stack Sessions, Adam Carolan chats with Laura Pearson from Storeton Rose. 

Here, they discuss Laura's first year of growing a business, what she's enjoyed and the challenges she's faced, and much more! 

Find out more about Advice Stack: https://bit.ly/3WQ5oaf 

In this episode, Dan chats with Director and Founder of Universe Financial Advice and Trusted Adviser Magazine, Taylor Beavis.

Here, they chat about how Taylor launched his own financial planning business at 22, and how he ignored the noise, got out of the comfort zone and did it.

Taylor is part of our awesome financial planning community, filled with financial service heroes, so we naturally heard from him on what he loves the most about our community.

Join Taylor and hundreds of others: nextgenplanners.co.uk/join-our-community/

In this episode, Dan chats with Danielle Pearce from Bespoke Wealth. 

They chat about paraplanning as a career and how we can deal with the supply shortage, the future of paraplanning and also the rise in green investing.

Join our community: https://www.nextgenplanners.co.uk/join-our-community 

In this episode of That NextGen Planners Podcast we chat with the award-winning Sean & Vicki from Lightside Financial Planning.

Here we chat about about how Sean & Vicki have grown Lightside Financial Planning, the pros and cons of having lots of clients and the lessons they have learned along the way.

Join our community: www.nextgenplanners.co.uk

In this episode of That NextGen Planners Podcast we chat with the brilliant Julian Parrott from Ethical Futures. 

Here we go into detail about why ethical investing in important, what advisers should be paying attention to and how this space has evolved in recent years. 

Join our community: www.nextgenplanners.co.uk

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Neil Parker from PlanHappy Services.

In this conversation they talk about, the evolution of financial tech over the past decade, the gaps in traditional financial software and the importance of customisation.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

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 planners have more time to focus on social cues and great conversations with their clients, whilst technology deals with the admin.

Rohit & Amal are building something very cool in the world of financial planning at the moment. Their tool is aiming to automate back office operations and compliance for financial advisers using data and AI.

Find out more about them 👉 heysaturn.com

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

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

For our 100th episode, Dan chats with Dasarte Yarnway from the United States, who is the co-founder and owner of Berknell Financial Group. 

Here, they chat about why Dasarte thinks should start a business at a young age and take risks whilst you have time. They also chat about fee structures, book-writing, content and the profession generally. 

Enjoy!

In this episode we chat with Steve Nelson, Insight Director at The Langcat.

We discuss the data in the latest Langcat report, what trends are emerging now and what the future for the profession might look like. 

Join our community: www.nextgenplanners.co.uk

In this episode of the NextGen Planners Podcast Amelia talks with the CEO of Bentley Reid, Peter Clark. 

Here they discuss; the DFM landscape right now, the evolution of client expectations and the role of technology. 

Join our community: www.nextgenplanners.co.uk

In this episode, Dan chats with Kim Potgieter from the Women in Finance Network and Chartered Wealth Solutions over in South Africa.

They discuss how Kim is helping to build female leaders in the financial planning profession, how she's working on something called 'menternship' and the future of life planning.

Join our community: https://bit.ly/2YRn102 

In this episode, Dan chats with Dominika Sieradzka-MacCuirc from RIE Solutions. 

Here, they discuss the power of culture in a financial planning business, how to create one, and the rise of practice managers in our profession. 

Join our community: www.nextgenplanners.co.uk.

In this episode, Dan chats with Becca Timmins from When We Think. 

Here, they discuss The Thinking Environment, how to improve meetings with your team and with clients, and also ways for financial planning businesses to improve their culture.

Join our community: https://www.nextgenplanners.co.uk/join-our-community 

In this episode, Dan chats with Yesenia Realejo from Tobias Financial Advisors in Plantation, Florida.

Here, we hear about the type of clients that Yesenia works with and what challenges they face every day, the rise of 'Flexible' Financial Planning, and Yesenia's work with the next generation.

Join our community: https://bit.ly/3ZWtVMV 

In this episode, Dan talked to Brendan Frazier, who is the Founder of Wired Planning.

Here, they discussed how to align technical skills with the human side of planning, putting questions in context and the idiosyncratic importance of money.

Join our community: www.nextgenplanners.co.uk

In this episode of That NextGen Planners Podcast we have a great chat with Christian Mather. 

Here we go into detail about what it takes to set up on your own, the struggles of getting clients initially and building a life that works for you. 

Join our community: www.nextgenplanners.co.uk

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Jason Pereira, a visionary in financial planning, regulation, and fintech advocacy in Canada. 

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 advice gap. 

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 of the NextGen Planners TechStack ® Podcast, Francois du Toit chats with Adam Owen. 

Here they discuss; the ever-evolving landscape of financial planning, the increasing role of AI in content production and the importance of mindful technology use.

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

In this episode, Dan chats with Graham Taylor from Hudson Rose, a boutique Mortgage Advice firm in the Cotswolds.

Here, they chat about the changing face of finance and the work that Graham and his team are doing to bring financial services into the 21st century. Oh, and how he and his team have recently bought a taxi. 

Join us: https://www.nextgenplanners.co.uk/join-our-community 

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 chats with Warren Shute, financial planner and author from Lexington Wealth Management. 

They discuss the real value of financial planning, how we can solve the financial education gap, tips for writing a book, and much, much more!

Join our community: www.nextgenplanners.co.uk. 

In this episode for International Womens Day, our very special guest host Emily Pool chats with Sam Secomb from Women's Wealth.

Here, they discuss the position of women in financial planning, how to get more women into the profession and how to give better financial advice to women. 

Find out more about IWD: https://www.internationalwomensday.com/

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Chris Shuba from Helios.

Here they discuss; how Helios uses AI to create customised investment portfolios, the benefits it can offer financial planners and the challenges and opportunities of using AI in investment management across different regulatory environments. 

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

In this episode, Dan chats with Shaun Doherty from The 555 Club. 

Here, they discuss how to use breath work, meditation and gratitude to bring back focus and to live in the moment throughout your day.

Join our community: https://www.nextgenplanners.co.uk/join-our-community

In this episode, Dan chats with Joe Froud from Best Life Financial Planning and the Retirement Planning Academy. 

Here, they chat about launching a business during COVID, the need for financial coaching from clients and the transition from paraplanner to financial planner. 

Find out more about our community: https://nextgenplanners.co.uk/ 

In this episode of the brand new That NextGen Planners Podcast meet one of the two brand new co-hosts. 

First up is Taylor Beavis. Amelia and Clara chat to Taylor about who he is, what he does and why he does it. 

Join our community: www.nextgenplanners.co.uk

In this episode, our guest host Matthew Hulks chats with Dan Marsh from Seccl and James Priday from P1 Investment Management.

Here, they discuss how technology can plug The Advice Gap and the future of adviser tech.

Join our community: https://nextgenplanners.co.uk/join-our-community/ 

In the first episode in our Blast Off Series, Rohan chats with Jo Little from Emery Little and Eelah.

Here, they chat about Jo's tips for starting a financial planning business, from finding the right support network to finding out who you really want to work with.

The next cohort of the Blast Off Programme goes live in April. Find out more: https://nextgenplanners.co.uk/blast-off/

In the first of our Advice Stack Sessions, Adam Carolan chats with Jon Doyle from Juniper Wealth. 

Here, they discuss how Jon has built a great financial planning business at Juniper Wealth, the lessons he's learned and how he's come to accept that everyone makes mistakes.

Find out more about Advice Stack: https://bit.ly/3WQ5oaf 

In this episode, our guest host Ilze Skendere talks to Kate Capocci from Smith & Williamson.

Here, they chat about Kate's specialist area - responsible investing - and how financial planners can talk about it with their clients, and also the future of responsible investing.

Join our community HERE.

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Verena Weber, an accomplished consultant with a rich background in statistics and artificial intelligence. 

Here they talk about the role of AI agents and large language models, the potential of Microsoft's Copilot technology and the balance between human oversight and AI automation, particularly in regulated sectors like finance. 

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

In this episode, Dan chats with financial planner Kris Amliwala from Designer Wealth Management in Leicester.

Here, they chat about Kris's mantra of 'increasing return on life', his time on the Kinder Institute, his personal brand and much, much more.

Join our community: nextgenplanners.co.uk/join-our-community/ 

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 of the NextGen Planners Podcast Amelia talks with Founder of Advice Flow, George Cooper. 

Here they talk about; demystifying the tech landscape, optimising work flows and what automation can do for advisers. 

Join our community: www.nextgenplanners.co.uk

In this episode, Dan chats with Stuart Mangion from Blue Ocean Financial Services in Australia.

Here, they chat about the importance of streamlining the financial planning process, financial education, coffee cups and how to find the right balance. 

Enjoy!

In this episode, Dan chats with Rob Harradine and Caroline Duff from Ammonite. 

We discuss how hybrid financial advice is helping to close the advice gap, the role of technology in the future of financial planning and more!

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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, Dan chats with Lottie Kent from True Financial Design, which is a financial planning firm based in Harrogate.

Here, they have a really interesting discussion about niching and the benefits of it, and why Lottie chose to niche and work with divorced women rather than the wider general public.

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In this episode, Dan chats with Will Steiner from Big Later in the United States.

Here, they chat about the importance of starting early, how to educate the younger generation on finances, what Will is doing to help, and much, much more!

Join our community: https://bit.ly/3loSChB

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