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NextGen Planners
Приєднався 3 чер 2020
We're NextGen Planners.
We're a financial planning community based in the UK who are powering the next generation of financial planners.
Join us: www.nextgenplanners.co.uk/
We're a financial planning community based in the UK who are powering the next generation of financial planners.
Join us: www.nextgenplanners.co.uk/
🎄CHRISTMAS SPECIAL | NextGen Planners Podcast
It's the Christmas Special of That NextGen Planners Podcast.
In the episode the hosts reflect on 2024, look forward to Christmas and are joined virtually by some top notch guests sharing some words of wisdom.
Join our community: www.nextgenplanners.co.uk
In the episode the hosts reflect on 2024, look forward to Christmas and are joined virtually by some top notch guests sharing some words of wisdom.
Join our community: www.nextgenplanners.co.uk
Переглядів: 2
Відео
🌈 STRATEGY AND SUBSTANCE | Nicola Crosbie | NextGen Planners Podcast
Переглядів 64 години тому
In this episode the gang sit down with financial planner Nicola Crosbie. They chat about; the process of getting into advice, bringing on a business strategist and focusing on what matters. Join our community: www.nextgenplanners.co.uk
🎯NOT SO SOFT SKILLS | Nicola Crosbie| NextGen Planners Podcast
Переглядів 28День тому
In this episode the gang sit down with financial planner Nicola Crosbie. They chat about; the process of getting into advice, bringing on a business strategist and focusing on what matters. Join our community: www.nextgenplanners.co.uk Every 2 weeks, we chat to a superstar entrepreneur in the world of financial planning, to hear their stories and gain insights on how to launch a successful fina...
10 GROWTH IDEAS FOR 2025 🚀 NextGen Planners | Webinar
Переглядів 17414 днів тому
Do you want to take your Financial Planning Business to the next level in 2025? Join Adam Carolan, Dan Graham and James Ashford as they go through 10 growth ideas that will help you to grow your financial planning business in 2025. In this FREE webinar, we will be looking at: - 10 Simple Ideas for how you can take your marketing to the next level next year - Tips on how to integrate these ideas...
👂NOT SO SOFT SKILLS | George Kinder| NextGen Planners Podcast
Переглядів 8921 день тому
In this episode we are joined by the one and only George Kinder. George joined us virtually to talk about listening, mindfulness and truly connecting with clients. Every 2 weeks, we chat to a superstar entrepreneur in the world of financial planning, to hear their stories and gain insights on how to launch a successful financial planning business. Subscribe and hit the notification bell to be n...
✍️ LIFE BY DESIGN | Christian Mather | That NextGen Planners Podcast
Переглядів 33Місяць тому
In this episode of That NextGen Planners Podcast we have a great chat with Christian Mather. Here we go into detail about what it takes to set up on your own, the struggles of getting clients initially and building a life that works for you. Join our community: www.nextgenplanners.co.uk Every 2 weeks, we chat to a superstar entrepreneur in the world of financial planning, to hear their stories ...
The Impact Report Episode 7: What does environmental philanthropy actually achieve?
Переглядів 27Місяць тому
The Impact Report episode 7 focuses on the role of charitable giving in mitigating climate change and biodiversity loss. Jolene Tan from Global Canopy discusses their efforts to combat deforestation, highlighting that over 90% of tropical deforestation is driven by agricultural expansion for commodities like beef, soy, and palm oil. Global Canopy's Forest 500 report reveals that many companies ...
The Impact Report Episode 6: What do clients expect?
Переглядів 37Місяць тому
Jack Chellman introduces the latest episode of The Impact Report, focusing on sustainability in financial planning. Jack is joined by David McDonald, to discuss client intentions regarding sustainability. David emphasises his focus on purpose and sustainability, having transitioned from a traditional capitalist background to prioritise environmental and social impact. He shares his realisation ...
The Impact Report Episode 5: Why Financial Planners Need Philanthropy
Переглядів 31Місяць тому
In this episode, Joe Crone from Charities Aid Foundation (CAF) highlights that 63% of advisors rarely discuss philanthropy with clients, despite 50% of younger clients wanting such advice. CAF's survey found that 72% of advisors do not include philanthropy in their initial client meetings. Roy Coulson emphasises the growing demand for climate and nature philanthropy, noting that advisors do not...
The Impact Report Episode 4: How does philanthropy in financial planning really work?
Переглядів 26Місяць тому
In this episode, Jack Chellman discusses the role of philanthropy in financial planning, emphasising its importance for clients and the planet. Lee Coates, Director of ESG Accord, highlights the gap between client interest in charitable giving and advisor confidence. Coates suggests advisors should facilitate conversations about philanthropy rather than providing specific recommendations. Scott...
🗣 COACHING CONVERSATIONS | Jo Wall | That NextGen Planners Podcast
Переглядів 106Місяць тому
In this episode of That NextGen Planners Podcast we talk to the brilliant Jo Wall. Here we discuss the challenges of setting up your own business, the distinctions between financial planning and financial coaching as well as some key techniques to strengthen client relationships. Every 2 weeks, we chat to a superstar entrepreneur in the world of financial planning, to hear their stories and gai...
💃 WHAT NOT TO WEAR | The Hosts | That NextGen Planners Podcast
Переглядів 862 місяці тому
💃 WHAT NOT TO WEAR | The Hosts | That NextGen Planners Podcast
How to Build an Engaging Email Funnel | NextGen Planners | Dan Graham
Переглядів 1062 місяці тому
How to Build an Engaging Email Funnel | NextGen Planners | Dan Graham
ESG 🌿 BEFORE IT WAS COOL | Julian Parrott | NextGen Planners Podcast
Переглядів 562 місяці тому
ESG 🌿 BEFORE IT WAS COOL | Julian Parrott | NextGen Planners Podcast
The Impact Report Episode 3: Climate change: what exactly do clients want?
Переглядів 193 місяці тому
The Impact Report Episode 3: Climate change: what exactly do clients want?
⚡️ BUILDING AN EVIDENCE-BASED BUSINESS | Jonathon Jay | That NextGen Planners Podcast
Переглядів 453 місяці тому
⚡️ BUILDING AN EVIDENCE-BASED BUSINESS | Jonathon Jay | That NextGen Planners Podcast
Impact Report Episode 2: Why sustainable investing isn’t enough on its own
Переглядів 223 місяці тому
Impact Report Episode 2: Why sustainable investing isn’t enough on its own
Impact Report Episode 1: The Decisive Decade: What it means for financial planning
Переглядів 393 місяці тому
Impact Report Episode 1: The Decisive Decade: What it means for financial planning
✨ GROWING A LIFE PLANNING BUSINESS | Nila Mistry | That NextGen Planners Podcast
Переглядів 393 місяці тому
✨ GROWING A LIFE PLANNING BUSINESS | Nila Mistry | That NextGen Planners Podcast
WEBINAR: A non-techie intro to AI for Non Techie Financial Planners
Переглядів 933 місяці тому
WEBINAR: A non-techie intro to AI for Non Techie Financial Planners
🚀 BUILDING BETTER CLIENT EXPERIENCE | Dan Graham | That NextGen Planners Podcast
Переглядів 454 місяці тому
🚀 BUILDING BETTER CLIENT EXPERIENCE | Dan Graham | That NextGen Planners Podcast
🚀 SCALING QUICKLY | Sean McDermott & Vicki Langdon | That NextGen Planners Podcast
Переглядів 184 місяці тому
🚀 SCALING QUICKLY | Sean McDermott & Vicki Langdon | That NextGen Planners Podcast
🤔 DO AWARDS MATTER? | Sarah Elson | That NextGen Planners Podcast
Переглядів 405 місяців тому
🤔 DO AWARDS MATTER? | Sarah Elson | That NextGen Planners Podcast
👋 MEET CLARA | Clara Metcalfe | That NextGen Planners Podcast
Переглядів 715 місяців тому
👋 MEET CLARA | Clara Metcalfe | That NextGen Planners Podcast
👋 MEET TAYLOR | Taylor Beavis | That NextGen Planners Podcast
Переглядів 655 місяців тому
👋 MEET TAYLOR | Taylor Beavis | That NextGen Planners Podcast
How to build a website that attracts your ideal clients | docVinci | Webinar
Переглядів 305 місяців тому
How to build a website that attracts your ideal clients | docVinci | Webinar
AF4 Special | NextGen Planners Examarama Podcast
Переглядів 275 місяців тому
AF4 Special | NextGen Planners Examarama Podcast
AF1 Special | NextGen Planners Examarama Podcast
Переглядів 555 місяців тому
AF1 Special | NextGen Planners Examarama Podcast
TRAILER 💥 That NextGen Planners Podcast | LAUNCHING 5TH JULY
Переглядів 296 місяців тому
TRAILER 💥 That NextGen Planners Podcast | LAUNCHING 5TH JULY
How to Build the Perfect Annual Review Doc | docVinci & The Paraplan Project
Переглядів 3496 місяців тому
How to Build the Perfect Annual Review Doc | docVinci & The Paraplan Project
Thanks for the forecast! I have a quick question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). Could you explain how to move them to Binance?
Clients want returns on their investments, they don't want their hard-earned cash being pushed into political activism. Keep the politics out of finance and concentrate on creating value for money. You know, like we used to?
How to attend/enroll for next webinar
Can’t wait 🎉
top guys!
P r o m o S M
Brilliant! Will check out. Nicely explained
Glad you guys dressed up for this! Just kidding - great material. Thanks for everything you guys do!🙌
Stunning view Johan..... 👏👏👏👌👍 Always enjoy listening to you and Martha. One can see your enjoyment for your work and trust in one another. Keep on motivating others to strive for the same.
Wow thank you for the kind works Andre!🙏
I'm enjoying this 😌 thank you for such mind blowing 🤯 information colleagues. Puleng ❤️
Oh wow Motswapuleng, powerful 👌 👏 ❤️❤️❤️❤️
Hi Thanks so much, really interesting discussions.
" A conversation replaces a thousand ticks" love it
Great initial session for someone like me looking to enter FP. Well done, Chanelle!
Insightful discussions on this episode!
Looking forward to the next Big breakfast, amazing hosts and guest speakers!