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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:

That NextGen Planners Podcast Episode 3

Do Awards Matter? with Sarah Elson

That NextGen Planners Podcast Episode 2

Meet the Hosts with Clara Metcalfe

That NextGen Planners Podcast Episode 1

Meet the Hosts with Taylor Beavis

Tech Stack Podcast Episode 21

Using Tech Smartly in Financial Planning with Adam Owen

Episode 237

DFM Dynamics with Peter Clark

Episode 236

Embracing ESG in Investing with Clémence Chatelin

Tech Stack Show Episode 11

Out-of-this-world Virtual Client Interactions with Panos Leledakis

Episode 235

Paraplanning: Past, Present and Future with Rebecca Tuck

Tech Stack Show Episode 11

Balancing Science and Art in Financial Planning with Gary Winslow

Episode 234

Data Driven Decisions with Jen Lothian

Episode 233

Tech-Driven Efficiency with George Cooper

Tech Stack Show Episode 10

Putting advice in the palm of the client with John Mason

Get in Touch:

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

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