Nextgen Planners

In this episode, we talk to Phil Calvert marketing consultant, founder of LifeTalk (one of the largest communities in financial planning) and also an international speaker on the power of social med

We are delighted to be joined by 3 time author, speaker and expert on all things systemisation, Marianne Page aka the system jedi.Marianne talks us through the various stages businesses go through wh

We are joined in this episode by one of our favourite members Catherine Morgan from the Money Panel.Catherine is one of the leading lights in UK financial planning and talks about how she was down an

In this Episode Jose Supico of Advicefront talks to us about how his company is revolutionising the Financial Planning space by building technology to automate a lot of the boring and mundane tasks.

In this episode, Stephen CEO of Cooper Parry Wealth shares with us how he built a financial planning firm in an alliance with an accountancy arm to a firm that manages over £500m AUM.We cover a numbe

We start the new series with a bang.Steve Cockram is an international keynote speaker, author and consultant to some of the worlds leading executives.He talks to us about how building and running a c

This was an extremely brave podcast.Nick Cann was one of the pioneers behind financial planning as know it today. Nick had a stroke in 2013 and suffers from speech aphasia.He was chief executive of

Show Notes:Throughout Brown's career, he has mentored, hired, managed, and coached many career changers and college students seeking internships and full time positions in financial planning as well

Show Notes:Tony Taylor is a leadership and strategy coach who combines the strongest attributes of consultation and coaching to generate habit-forming change within multi-faceted organisations of any

Show Notes:Natalie Wright has just been awarded Chartered Financial Planner of the Year 2018.She tells us about her journey from Apprentice to Director of Mazars a large financial planning company ba

In this episode we talk to Lauren Janus, founder of Thoughtful Philanthropy.Lauren tells us about how she works with financial planning firms to bring charitable giving into the process and the servi

In this podcast, we speak to entrepreneur and best selling author, Daniel Priestley. Daniel is well known for books such as Key Person of Influence and Oversubscribed but also runs a global accelera

In this episode we talk to Financial Services Stalwart Paul Hogarth. Paul has been extremely successful in FS and has launched numerous successful ventures including Paradigm Partners and Tatton Asse

A chat with Steph Hayter - Head of Young People's Programmes for The Money Charity.In this podcast we discuss through Steph's recent period as Interim CEO at the tender age of 27 and how she

In this episode we are joined by Andy Hart. If you haven't come across Andy yet, then he has a number of different brands including Maven Adviser, Maven Money podcast, the Voyantist.He talks us

In this episode we have Alfie Mullan and Jo Little, two rising stars in the financial planning profession. Alfie and Jo setup Eelah, a financial planning company for tech entrepreneurs just over a y

In this episode, we have Cathi Harrison, founder of Para-Sols and also the newly formed Apricity Compliance.We talk about her incredible journey in Financial Services going from one woman band to bui

In this episode with Paul Resnik, the founder of Finametrica, we talk to Paul to discuss the current trends around the world when it comes to Financial Planning. Paul doesn't pull any punches in

In this episode, Adam talks to Sam Sloma, MD of Engage FS about the first year of his financial planning firm.Sam openly talks about his first year figures, the challenges and what has gone well and

In this podcast, Rohan & Chris discuss Chris' recent sale of his majority shareholding in Ovation to an Employee Ownership Trust (EOT) and the implications of this including affect on himself