Nextgen Planners

In 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

In 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

In 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

In 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

In 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

In 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

2 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

In 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

In 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

In 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

In 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

In 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

Steve 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

In 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

In 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

In 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

We 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

Andrew 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

In 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

In 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