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NextGen Planners Podcast

Fresh, global insights on financial planning, every fortnight.

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With your hosts:

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Amelia Hamilton

Taylor Beavis

Clara Metcalfe

Our latest episode:

Our past episodes:

Episode 132

The Future Of Responsible Investing with Clem Chatelin

Episode 131

Building a Financially Literate World With Will Steiner

Episode 129

Money Relationships with Fairien Azeem

Episode 107

Blast Off Series - Lessons from Launch with Jess Brady

Episode 001

Martin Bamford on how he created a personal brand in a family firm

Episode 002

Gavin Bell on using Facebook Ads to reach your potential customers

Episode 003

Chris Budd on building his financial planning business

Episode 004

Phil Bray on how to build your online presence and attract clients

Episode 005

Jan Bowen-Nielsen on using coaching to win the Trust of Clients

Episode 006

Pete Matthew on building a financial planning business both online and offline

Episode 007

Jess Wood on both sides of the financial planning recruitment dilemma

Episode 008

Jason Butler on building a financial planning firm and selling it to his team

Get in Touch:

Leave us a message and one of our team will be in touch with you shortly.

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