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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 009

Gareth Thompson on how to build an awesome financial planning website

Episode 010

Bridget Greenwood on how to get results from social media

Episode 011

Dominic Colenso on how an Ex Thunderbird became a communications expert

Episode 012

Steve Martin on his financial planning journey

Episode 013

Chris Davies on using behavioural finance insights to engage with clients and prospects

Episode 014

Carl Richards on bringing entrepreneurial spirit into Financial Planning

Episode 015

Ellie MacDonald on PR Tips and Tricks for Financial Planners

Episode 016

John Dashfield on having the right mindset to build client trust

Episode 017

Mark Polson on Platforms Present & Future

Episode 018

Bill Winterberg on the trends he is seeing in Technology and Financial Planning in the US

Episode 019

Brad Johnson discusses what he sees in the top performing advisers

Episode 020

Simonne Gnessen on her journey to money coaching

Get in Touch:

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

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