The Plannex Podcast - NextGen Planners

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Growing a Life Planning Business with Nila Mistry

vendredi 30 août 2024 • Durée 33:42

In this episode of That NextGen Planners Podcast, we chat with the awesome Nila Mistry, who runs Prosperity Life Planning.

We chat about the difference between financial advice and financial planning, how to grow a financial planning business that focuses on life planning, and tips for being a great financial life planner.

Join our community: www.nextgenplanners.co.uk

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Building better client experience with Dan Graham

vendredi 16 août 2024 • Durée 42:13

In this episode of That NextGen Planners Podcast, we chat with Chief Designer at docVinci and Head of Marketing at NextGen Planners, Dan Graham.

We chat about lots of topics including building a world class client experience, the importance of brand and standing out, marketing, personal brand, AI and much, much more! 🙌

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Embracing ESG in Investing with Clémence Chatelin

vendredi 7 juin 2024 • Durée 42:04

In this episode Amelia chats with Clémence Chatelin, ESG Integration Manager at CCLA.

Here they discuss, the development of the ESG landscape, integrating ESG in investing and what's on the horizon.

There were a few connection difficulties but the discussion is so interesting you won't want to miss it.

Join our community: www.nextgenplanners.co.uk

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Advice On Demand with Brian Byrnes

vendredi 5 août 2022 • Durée 44:40

In this episode, Dan chats with Brian Byrnes who is Head of Personal Finance at Moneybox.

We chat about the cost of living crisis at the moment, how to make financial planning more accessible, and how Moneybox are introducing new ways to get people to think about their financial future.

Join our community: https://bit.ly/3zwDVQA

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Inclusive Finance with Charlotte Phillips-Lynn

vendredi 29 juillet 2022 • Durée 51:18

In this episode, we chat with Charlotte Phillips-Lynn from Seccl.

Here, Dan chats with Charlotte about how we can make financial services more inclusive and their tips for financial planners on building inclusive businesses.

Check out LGBT Great 👉 https://www.lgbtgreat.com/

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Modern Financial Planning with Bob Veres

vendredi 22 juillet 2022 • Durée 57:01

In this episode, Dan chats with Bob Veres from the United States, a financial planning commentator and author who has decades of experience in financial planning.

Here, they discuss the current state of financial planning, where we have been, where we're going, and what a modern financial planning business should look like. Plus, great tips on writing!

Join our community: https://bit.ly/3zeLXi7

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The Mindset of High-Net-Worth Clients with Nancy Reid

vendredi 15 juillet 2022 • Durée 01:01:25

In this fascinating episode, Dan chats with Nancy Reid from Tyche Consulting Services in the US.

We chat about the mindset of ultra high-net-worth clients, how they find their purpose and vision when they become wealthy and how impact investing helps them to do good and feel good.

Join our community: https://bit.ly/3yK1R2r

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Hybrid Financial Advice with Rob & Caroline from Ammonite

vendredi 1 juillet 2022 • Durée 46:08

In this episode, Dan chats with Rob Harradine and Caroline Duff from Ammonite.

We discuss how hybrid financial advice is helping to close the advice gap, the role of technology in the future of financial planning and more!

Join our community: https://bit.ly/3yhvhFW

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Fitting Fitness Into Your Busy Life with Andrew Marsham

vendredi 24 juin 2022 • Durée 44:53

In this episode, we chat with Andrew Marsham from Fat Loss Forever.

We discuss how to make sure that you stay fit and healthy when you're a financial planner and how to include fitness into your busy schedule. Plus, much more!

Join our community: https://www.nextgenplanners.co.uk/join-our-community

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Financial Capability for Everyone with Natalia Coe

vendredi 17 juin 2022 • Durée 43:57

In this episode, Dan chats with Natalia Coe from The Money Charity.

Here, they chat about the need to educate the general public on their finances, some of the biggest things that are affecting the public finances at the moment and how financial planners can help.

Join our community: nextgenplanners.co.uk/join-our-community

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The Plannex Podcast – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts Similaires Basées sur le Contenu

Podcasts Similaires Basées sur le Contenu

Apple Podcasts

Spotify

The Plannex Podcast – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Other17

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

Podcasts Similaires Basées sur le Contenu

Other17

Apple Podcasts

Spotify