Informações:
Sinopse
Nextgen Planners
Episódios
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Episode 85 - Innovation in Financial Planning with Kate Holmes
15/10/2020In this episode, our Director and Head of Innovation Rohan spoke to Kate Holmes of Innovating Advice over in Las Vegas. They talked about: Kate's career so far, growing up in Seattle, her degree
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Episode 84 - Concierge Services with Katie Moss
29/09/2020In this episode, Rohan spoke to Katie Moss, who is the Managing Director of Otium Concierge.What they talked about: Katie's story in banking at Duncan Lawrie How and why she started Otium Concierge
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Episode 83 - Being a virtual adviser with Derek Notman
03/09/2020In this episode, Rohan is joined by Derek Notman from Wisconsin, CFP, Virtual Financial Planner and founder of Conneqtor.Derek is a practicing virtual financial planner and also runs the lead-generat
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Episode 82: Being a business owner and making mistakes with Roger Kennedy
16/07/2020In this episode, Adam speaks to Roger Kennedy from AKFP Group in Northern Ireland.Roger specialises in the area of Financial Life Planning with Business Owners/Executives and Professionals, Retirees
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Episode 81: Financial Planning in Dubai with Stuart Ritchie
02/07/2020In this podcast, Rohan is joined by Stuart Ritchie from AES International in Dubai who takes us through his very interesting journey into financial services and how he became a financial planner (via
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Episode 80: Evidence-based Investing with Mark Northway of Sparrows Capital
18/06/2020In this episode, Rohan chats with Mark Northway from Sparrows Capital about his career so far, his journey with Sparrows Capital, and how they offer a truly innovative offering for financial planners
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Episode 79: #NEXTGEN20 Special with the Two Excited Northerners
13/06/20202 Excited northerners: Conference SpecialIn this episode our 2 Grumpy Northerners (who are now very Excited Northerners) go through the line-up for #NEXTGEN20 and discuss what they're looking forward
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The Morning Commute Podcast - Episode 1
11/06/2020In this episode Adam Owen talks to Clemence Chatelin about her career transition to financial planner and her passion for social impact investing and in rewind interview, Gabriella Cotton-Gambara int
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The Morning Commute Podcast - Episode 3
10/06/2020In this episode Adam Owen talks to Lisa Johnstone of VWM Wealth about designing business processes around behavioural financial planning and in our rewind interview, Rohan Sivajoti finds out how Just
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The Morning Commute Podcast - Episode 2
09/06/2020In this podcast Adam Owen talks to Amyr Rocha-Lima of Holland Hahn and Wills about how his family role models have influenced his approach to financial planning and in our rewind interview, Clemence
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Episode 78 - Micro-habits with Matt Anderson
01/05/2020In this episode, Rohan speaks with Matt Anderson from Chicago, USA.Matt Anderson is a Mastermind leader, speaker, author and podcast host. He works with financial advisers on how to get referrals fro
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Episode 77 - Charging what you're worth with Vanessa Ugatti
17/04/2020In this episode, Adam is joined by Vanessa Ugatti - The True Worth Expert to chat about charging what you're worth and what you deserve.Vanessa helps professionals to generate more revenue, have
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Episode 76 - Leadership and Learning with Steve Martin
28/03/2020Steve Martin joins us again for his second NextGen Planners Podcast. He appeared on Episode 12 and is back to give us an update during the COVID-19 crisis.In this latest episode, Steve talks about: T
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Episode 75 - Mark Mersman with his views on marketing your advice firm
09/01/2020In this podcast, Rohan from NextGen and Mark from USA Financial take a look at how marketing can be done well and done easily by owners of advice firms. Mark is the Chief Marketing Officer at USA Fin
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Special Episode 74 - Fees & Charging with The Two Grumpy Northerners, Gretchen Betts and Sam Sloma
19/12/2019In this episode, Adam and Rohan discuss fees and charging with NextGen members Gretchen Betts of Magenta and Sam Sloma of Engage. With fees and charging being such a toxic topic on Twitter these days
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Episode 73 - Tony Bates on Recruitment and Diversity
05/12/2019In this podcast, Rohan from NextGen and Tony from IDEX Consulting delve into the world of recruitment, what employers are looking for, what's most important to candidates and how to write a good
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Special Episode 72 - The Two Grumpy Northerners Reminisce
22/11/2019We gave our lovely members the opportunity to ask us some questions which would be discussed by two of our co-founders Rohan SIvajoti and Adam Carolan in the next NextGen Planners podcast.They certai
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Episode 71 - Andrew Swan on legal dealings with the FCA (as a career)
13/11/2019Andrew Swan is Partner and Head of regulation and financial crime for Short Richardson & Forth LLP - a fantastic law firm based in Newcastle upon Tyne. He deals specifically with the Regulator, i
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Episode 70 - Martin Mellor on the transition from the corporate world to running your own firm
31/10/2019In this episode, Rohan speaks to Martin Mellor from the award-winning Mellor Financial Management.This episode covers a very NextGen topic of starting your own business and being a young entrepreneu
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Episode 69 - Rob Stevenson on positioning yourself as a future owner of a financial planning business
30/09/2019In this episode Rohan speaks to Rob Stevenson founder of Kingmakers.This episode covers everything from financing your business, positioning yourself as a future owner of a financial planning practic