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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 021

Chris Marr on why Content Marketing is integral to your business strategy

Episode 022

Richard Allum on the Rise of Outsourced Paraplanning

Episode 023

Ruth Sturkey

Episode 024

Alan Smith on completely altering the course of his FP business

Episode 025

April Rudin on attracting the Next Generation of Clients

Episode 026

John Ruhlin on how to use gifting to leverage relationships

Episode 027

Don Whalen, co-founder of Precise FP on using technology to gather data

Episode 028

Paul Armson on a bright future for Financial Planning IF we step away from the Industry

Episode 029

Anthony Villis on building a large lifestyle planning practice

Episode 030

Russ Haworth on building building a content marketing strategy within an established FP firm

Episode 031

How Julie Lord and Gretchen Betts teamed up to create a Financial Planning firm for the future

Episode 032

Phil Young from Hero to Zero and all things Financial Services

Get in Touch:

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