Shows
The Plannex PodcastJo Little & Alfie Mullan Part 1: Rebuilding a 3rd-Generation Financial Planning FirmIn this episode of the Plannex Podcast, Adam Carolan & Rohan Sivajoti are joined by Jo and Alfie from Emery Little, a third-generation financial planning firm navigating leadership transition, strategic change, and the power of niche positioning. Jo, now CEO of the family-founded firm, shares the journey of stepping into leadership after her father, while Alfie reflects on his 18-year path from school leaver to key leader within the business. Together, they discuss the emotional and practical realities of succession, the importance of having a clear leader, and how coaching helped them navigate the transition.
2026-03-1240 min
Zomi WealthcastZomi Wealthcast Ep. 4: Reinventing Financial Advice | Adam Carolan on Building Plannex (formerly NextGen Planners)Welcome to Episode 4 of Zomi Wealthcast, hosted by Jordan Venter. In this episode, we’re joined by Adam Carolan, CEO of Plannex (formerly NextGen Planners), a dynamic platform transforming the financial planning profession. Adam shares his journey from practising financial adviser to building one of the most forward-thinking finance communities in the UK. We explore the evolution of financial advice, the power of peer learning, the role of tech and AI in wealth management, and how to attract the next generation of advisers. Whether you're a financial professional, podcast listener, or curious about the future of...
2025-07-1749 min
The Plannex PodcastThe Best Ways to Pass Exams with Chanelle PattinsonIn this episode, Dan chats with Chanelle Pattinson from Her Future Bright. Here, they chat about the best ways to study for and pass financial planning exams, Chanelle's awesome podcast and much, much more. Join our community: https://bit.ly/364bvCO
2022-03-1845 min
The Plannex PodcastHow to Live in the Moment with Shaun DohertyIn this episode, Dan chats with Shaun Doherty from The 555 Club. Here, they discuss how to use breath work, meditation and gratitude to bring back focus and to live in the moment throughout your day. Join our community: https://www.nextgenplanners.co.uk/join-our-community
2022-03-1139 min
The Plannex PodcastA New Type of Green Investing with Yan SwiderskiIn this episode, Dan chats with Yan Swiderski from The Global Returns Project. Here, they discuss Symbiotic Wealth Management, what the future of sustainable investing holds for financial planners and getting buy-in for your projects. Join our community: https://www.nextgenplanners.co.uk/join-our-community
2022-02-2547 min
The Plannex PodcastBuilding a Sustainable Financial Planning Proposal with Damien Lardoux & Louisiana SalgeIn this episode, Dan chats with Damien Lardoux and Louisiana Salge from Impact Investing specialists EQ Investors. Here, they discuss the future of sustainable investing, how financial planners can talk about it with their clients and also how to build a sustainable investment proposition. Join our community: https://www.nextgenplanners.co.uk/join-our-community
2022-02-1151 min
The Plannex PodcastPresenting Financial Plans is Over with H. Adam HoltIn this episode, Dan chats with H. Adam Holt from Asset Map in Philadelphia. Here, they chat about the traditional financial plan and how presenting it in the old way doesn't work anymore. Plus, they talk about the awesome tool Asset Map, the future of financial planning and much more! Join our community: https://www.nextgenplanners.co.uk/join-our-community
2022-02-0451 min
The Plannex PodcastSimple Financial Planning with Ray AdamsIn this episode, Dan chats with Ray Adams from Niche IFA and CashCalc. Here they discuss the art of simplicity in everything we do, alongside some tips for using cashflow modelling properly and much more! Join our Community: https://www.nextgenplanners.co.uk/join-our-community
2022-01-2859 min
The Plannex PodcastIt's Not All Suits & Ties with Graham TaylorIn this episode, Dan chats with Graham Taylor from Hudson Rose, a boutique Mortgage Advice firm in the Cotswolds. Here, they chat about the changing face of finance and the work that Graham and his team are doing to bring financial services into the 21st century. Oh, and how he and his team have recently bought a taxi. Join us: https://www.nextgenplanners.co.uk/join-our-community
2022-01-1447 min
The Plannex PodcastHow Financial Planners can educate the world with Alexia & MargotIn this episode, Dan chats with Alexia de Brogile and Margot de Brogile from the financial education app and community: Your Juno. Here, they chat about the launch of their community, their mission to put more money into the hands of women, and also what financial planners can do to rebuild the trust amongst the younger generation. Join us: www.nextgenplanners.co.uk/join-our-community
2022-01-0748 min
The Plannex PodcastEntrepreneurship in financial planning with Olly BettsIn this episode, Dan chats with Olly Betts from Founders Factory. Here, they discuss entrepreneurship in financial planning, how you take your idea and turn it into a business, and Olly's number one tip for launching your own business. Join us: https://www.nextgenplanners.co.uk/join-our-community
2021-12-1754 min
The Plannex PodcastHow Financial Planners can close the Education Gap with Bryce ClarkIn this episode, Dan chats with Bryce Clark from Wellington Wealth and @clarksfinancialsparks in Glasgow. Bryce talks about the current state of financial education, the barriers to him entering financial planning and his big dreams in the profession. Join our financial planning community: https://www.nextgenplanners.co.uk/join-our-community
2021-12-0345 min
The Plannex PodcastHow to Study Actively for Financial Planning Exams with Alex LanghornIn this episode, Dan Graham from NextGen Planners chats with Alex Langhorn from Bespoke Training Solutions. Here, they chat about how to study for financial planning exams actively, fresh ways to study for financial planning exams, and the future of exams in the financial planning profession. Join our community: https://www.nextgenplanners.co.uk/join-our-community
2021-11-2648 min
The Plannex PodcastThe Future of Wealth with David Jones & Elliott PooleIn this episode, Dan is joined by David Jones and Elliott Poole from Dimensional Fund Advisors. Here, they chat about the value of advice, responsible investing, the future wealth transfer and much more! Join our community: nextgenplanners.co.uk/join-our-community
2021-11-191h 00
The Plannex PodcastThe Best Financial Planning Question with George KinderIn this episode, Dan chats with George Kinder, founder of the Kinder Institute and the Father of The Life Planning Movement. Here, they chat about George's career, his books, his favourite questions to ask clients and the importance of silence, alongside much, much more. Join our community: www.nextgenplanners.co.uk/join-our-community
2021-11-121h 00
The Plannex PodcastWorkplaces are the new classrooms with Stacey McKinnonIn this episode, Dan chats with Stacey McKinnon from Morton Capital in California. Here, they chat about what makes a great leader, how to make people happy at work, how workplaces are the new classrooms, and much, much more. Join our community: nextgenplanners.co.uk/join-our-community
2021-10-2949 min
The Plannex PodcastForging Female Leaders with Kim PotgieterIn this episode, Dan chats with Kim Potgieter from the Women in Finance Network and Chartered Wealth Solutions over in South Africa. They discuss how Kim is helping to build female leaders in the financial planning profession, how she's working on something called 'menternship' and the future of life planning. Join our community: https://bit.ly/2YRn102
2021-10-1549 min
The Plannex PodcastPlanning Lives Properly with Kris AmliwalaIn this episode, Dan chats with financial planner Kris Amliwala from Designer Wealth Management in Leicester. Here, they chat about Kris's mantra of 'increasing return on life', his time on the Kinder Institute, his personal brand and much, much more. Join our community: nextgenplanners.co.uk/join-our-community/
2021-10-0838 min
The Plannex PodcastEmbracing your Worth with Lauryn WilliamsIn this episode, Dan chats with Olympic Medalist, Author, Podcast Host and Founder of Worth Winning, Lauryn Williams. They chat about Lauryn's transition from athlete to financial planner, the highs, the lows, and her tips for launching your own financial planning business. Join us: nextgenplanners.co.uk/join-our-community/
2021-10-0145 min
The Plannex PodcastIgnoring the Noise with Taylor BeavisIn this episode, Dan chats with Director and Founder of Universe Financial Advice and Trusted Adviser Magazine, Taylor Beavis. Here, they chat about how Taylor launched his own financial planning business at 22, and how he ignored the noise, got out of the comfort zone and did it. Taylor is part of our awesome financial planning community, filled with financial service heroes, so we naturally heard from him on what he loves the most about our community. Join Taylor and hundreds of others: nextgenplanners.co.uk/join-our-community/
2021-09-2453 min
The Plannex PodcastThe Future of Responsible Investing with Clem ChatelinIn this episode, Dan chats with NextGen Planners member Clem Chatelin, a Chatered Financial Planner from Paradigm Norton in Bristol. Here, they discuss Clem's specialist topic of Responsible Investing, how to have conversations with clients about ethical investing, and where she sees the future of responsible investing. Join our community: nextgenplanners.co.uk/join-our-community/
2021-09-1749 min
The Plannex PodcastBuilding a Financially-Literate World with Will SteinerIn this episode, Dan chats with Will Steiner from Big Later in the United States. Here, they chat about the importance of starting early, how to educate the younger generation on finances, what Will is doing to help, and much, much more! Join our community: https://bit.ly/3loSChB
2021-09-1049 min
The Plannex PodcastTechnology & The Advice Gap with Dan Marsh & James PridayIn this episode, our guest host Matthew Hulks chats with Dan Marsh from Seccl and James Priday from P1 Investment Management. Here, they discuss how technology can plug The Advice Gap and the future of adviser tech. Join our community: https://nextgenplanners.co.uk/join-our-community/
2021-09-0355 min
The Plannex PodcastMoney Relationships with Fairien AzeemIn this episode, Dan chats with Fairien Azeem, a money coach and behavioural finance specialist from Australia. Here, they chat about personal relationships with money, the benefits of being a money coach, how to ask great questions and much more. Join us: nextgenplanners.co.uk/join-our-community/
2021-08-2737 min
The Plannex PodcastBuilding Strong Business Values with Keith and John from ClarionIn this episode, Dan chats with Keith Thompson and John Winstanley from Clarion Wealth. They chat about how they established strong values at Clarion Wealth, the role of the Non-Executive Director, the Clarion team's wide range of experience and the future of the profession. Join our community: https://nextgenplanners.co.uk/join-our-community/
2021-08-1351 min
The Plannex PodcastCreating Stronger Client Relationships with Amy MullenIn this episode, Dan chats with Amy Mullen, who is the President of Money Quotient ®, a support service for financial planners to create stronger client relationships using great questions and research. Here, they chat about the EQ + IQ = MQ equation that her mother, Carol, created, the importance of client relationships and also how to achieve true wealth. Join our community: https://nextgenplanners.co.uk/join-our-community/
2021-08-061h 05
The Plannex PodcastThe Power of Analogies with Carol LenziIn this episode, Dan chats with Carol (Kit) Lenzi, who is a CFP Professional and The Financial Analogist from South Africa. Here, they chat about the power of analogies and using them with clients, and also goal-based financial planning and financial wellbeing. Join our community: https://nextgenplanners.co.uk/join-our-community/
2021-07-2343 min
The Plannex PodcastBreaking Down Stigmas with Steve NelsonIn this episode, Dan chats with Steve Nelson, Insights Director at the lang cat. Here, they chat about the stigma around mental health in finance, how as a profession we're getting better at talking about it, and what employers can do to help their team members. For help when you're struggling to cope, go to https://www.samaritans.org/
2021-07-161h 03
The Plannex PodcastResponsible Investing with Kate CapocciIn this episode, our guest host Ilze Skendere talks to Kate Capocci from Smith & Williamson. Here, they chat about Kate's specialist area - responsible investing - and how financial planners can talk about it with their clients, and also the future of responsible investing. Join our community HERE.
2021-07-0933 min
The Plannex PodcastHow to Stand Out with Robert SofiaIn this episode, Dan chats with Robert Sofia from Snappy Kraken in the United States. Here, they chat about marketing for financial planners and how to make your financial planning business stand out in a noisy, forgetful world. Join our community: https://nextgenplanners.co.uk/join-our-community/
2021-07-0259 min
The Plannex PodcastLaunching a Virtual Business with Danika WaddellIn this episode, Dan chats with Danika Waddell from Xena Financial Planning in Seattle. Here, they chat about why Danika launched a virtual financial planning business, what she's doing do increase financial empowerment for all women and what we can do to create a more inclusive society. Grab tickets for #NEXTGEN21: https://bit.ly/3bK3EcX
2021-05-2140 min
The Plannex PodcastWhy Word of Mouth Matters with Rizanne OosthuisenIn this episode, Dan chats with Rizanne Oosthuisen from Profileme in South Africa. Here, they chat about the importance of word of mouth, referrals and how financial planners can use it to their advantage. Grab tickets to see Rizanne at #NEXTGEN21: https://bit.ly/3ffBnw1
2021-05-1451 min
The Plannex PodcastThe Importance of Silence with Scott FrankIn this episode, Dan chats with Scott Frank from Stone Steps Financial in California. Here, they chat about the importance of silence when having conversations with clients and allowing them the space to share what they're truly thinking. Join our community: https://nextgenplanners.co.uk/join-our-community/
2021-05-0755 min
The Plannex PodcastUnderstanding Your Client's Style with Lisa PerryIn this episode, Dan chats with Lisa Perry from PWH Wealth Group in South Africa. Here, they chat about Lisa's career in finance so far, how she's using behavioural coaching with her clients and what she will be chatting about at the #NEXTGEN21 Global Conference in June. Grab tickets for #NEXTGEN21: https://buytickets.at/nextgenplanners/484194
2021-05-0445 min
The Plannex PodcastBuilding Tomorrow's Business with Penny PhillipsIn this episode, Dan chats with Penny Phillips from Thrivos Consulting in New York. Here, that discuss how to launch a business, the biggest challenges that financial planning business owners face, and how to become a leader in your financial planning business. Join our community: https://nextgenplanners.co.uk/join-our-community/
2021-04-3057 min
The Plannex PodcastHow to Become a Confidante with Nicola BeswickIn this episode, Dan chats with Nicola Beswick, a financial planner from Melbourne, Australia. Here, they discuss Nicola's career change into financial planning, how she has built her personal brand, and what being a confidante for her client truly means. Grab tickets for the #NEXTGEN21 Conference: https://bit.ly/3npa6dY
2021-04-2745 min
The Plannex PodcastMaking Financial Advice Easy with Russell HoIn this episode, Dan chats with Russell Ho, a financial planner, podcast host, public speaker and all-round great guy from South Africa. They chat about Russell's entry to the profession, his extremely personal reason for doing what he does, how he came up with his 'Financial Advice Made Easy' tagline, and much, much more. Find out more about the #NEXTGEN21 Conference: https://nextgenplanners.co.uk/conference/
2021-04-231h 04
The Plannex PodcastWhy I Went Niche with Lottie KentIn this episode, Dan chats with Lottie Kent from True Financial Design, which is a financial planning firm based in Harrogate. Here, they have a really interesting discussion about niching and the benefits of it, and why Lottie chose to niche and work with divorced women rather than the wider general public. Join our community: https://nextgenplanners.co.uk/join-our-community/
2021-04-2048 min
The Plannex PodcastLaunching A Coaching Project with Joe FroudIn this episode, Dan chats with Joe Froud from Best Life Financial Planning and the Retirement Planning Academy. Here, they chat about launching a business during COVID, the need for financial coaching from clients and the transition from paraplanner to financial planner. Find out more about our community: https://nextgenplanners.co.uk/
2021-04-1644 min
The Plannex PodcastArticulating The Value You Add with Arnaud MalherbeIn this episode, Dan chats with Arnaud Malherbe from PSG Wealth in South Africa. Here, they chat about Arnaud's move from athletics into financial planning, his opinions on the value of advice and what we can do to raise the reputation of financial planning. Find out more about #NEXTGEN21: https://nextgenplanners.co.uk/conference/
2021-04-1353 min
The Plannex PodcastHow to Prevent Burnout with Nick ElstonIn this episode, Dan spoke with Nick Elston who is a public speaker on the lived experience of mental health. Here, they chatted about the importance of self-care, why financial planners suffer from burnout and some tips for working on your mental health at work. Find out more about joining our community, of which Nick is part of, here: https://nextgenplanners.co.uk/join-our-community/
2021-04-0952 min
The Plannex PodcastCreating a Mentally Healthy Team with Camilla RogersIn this episode, Dan chats with Camilla Rogers from fifty50 Coaching in Oxfordshire. Here, they chat about creating mentally healthy habits in your financial planning business, the state of workplace wellbeing, what it takes to be a great coach and much more. Find out more about NextGen Planners: www.nextgenplanners.co.uk
2021-03-3057 min
The Plannex PodcastThe Different Hats with Keith BoyesIn the final episode of our Blast Off Series, Dan chats with Keith Boyes from Spentwell in Edinburgh. Here, they chat about the best and most challenging parts of being a financial planning business owner, including needing to wear different hats at different times. Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/
2021-03-2650 min
The Plannex PodcastThe Journey to Employee Ownership with Tom MorrisIn Episode 7 of our Blast Off Series, Rohan chats with Tom Morris from Ovation Finance in Bristol. Here, they chat about becoming employee-owned as a financial planning firm, his work with the IFW, and some of the challenges of becoming a business owner. Find out more about Blast Off here: https://nextgenplanners.co.uk/blast-off/
2021-03-2355 min
The Plannex PodcastThe Big Picture with Rebecca AndrewIn the latest episode in our Blast Off Series, Rohan chats with Rebecca Andrew from Eleven:Eleven Financial. Here, they discuss Rebecca's journey so far, how she constantly reminds herself of her vision and big picture, and also the challenges of launching a financial planning business. Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/
2021-03-1935 min
The Plannex PodcastLessons from Launch with Jess BradyIn the next episode of our Blast Off Series, Rohan chats with Jess Brady from Fox and Hare in Australia. Here, they chat about the lessons that Jess learned from launching her financial planning business, what she would do differently, and some tips for those launching their own financial planning business. Find out more about Blast Off here: https://nextgenplanners.co.uk/blast-off/
2021-03-1642 min
The Plannex PodcastWhy You Need a Business Plan with Rich EllisIn the fourth episode of our Blast Off Series, Rohan chats with Rich Ellis from Ellis Davies Financial Planning in Bristol. Here, they discuss how to hire, how to launch a financial planning business with a business partner, and also the importance of a business plan. Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/
2021-03-1227 min
The Plannex PodcastSuccessful Succession with Lisa JohnstoneIn the next episode of our Blast Off Series, Rohan speaks to Lisa Johnstone from VWM Wealth in Scotland. Here, they discuss how Lisa was involved in a successful succession plan and a few of Lisa's tips on running a thriving financial planning firm. Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/
2021-03-0957 min
The Plannex PodcastWomen in Finance with Sam SecombIn this episode for International Womens Day, our very special guest host Emily Pool chats with Sam Secomb from Women's Wealth. Here, they discuss the position of women in financial planning, how to get more women into the profession and how to give better financial advice to women. Find out more about IWD: https://www.internationalwomensday.com/
2021-03-0850 min
The Plannex PodcastBlast Off Series: Knowing your Why Ben BaldwinIn the next episode of the Blast Off series, Rohan chats with Ben Baldwin from STEM Financial. Here, they discuss knowing your why, how to identify who to work with, and some tips for deciding whether or not to launch your financial planning firm. Find out more about Blast Off: https://bit.ly/3sJAXTI
2021-03-0531 min
The Plannex PodcastFinding the Right Support Network with Jo LittleIn the first episode in our Blast Off Series, Rohan chats with Jo Little from Emery Little and Eelah. Here, they chat about Jo's tips for starting a financial planning business, from finding the right support network to finding out who you really want to work with. The next cohort of the Blast Off Programme goes live in April. Find out more: https://nextgenplanners.co.uk/blast-off/
2021-03-0238 min
The Plannex PodcastIntegrating Adviser Technology with Rich WeatherburnIn this episode, Dan chats with Rich Weatherburn from 313 Financial in Durham. Here, they chat about the financial planning profession and how it links to personal training, the best parts about running a financial planning firm and how technology can revolutionise financial planning. Join our community: https://nextgenplanners.co.uk/join-our-community/
2021-02-2644 min
The Plannex PodcastBeing a Young Entrepreneur with Dasarte YarnwayFor our 100th episode, Dan chats with Dasarte Yarnway from the United States, who is the co-founder and owner of Berknell Financial Group. Here, they chat about why Dasarte thinks should start a business at a young age and take risks whilst you have time. They also chat about fee structures, book-writing, content and the profession generally. Enjoy!
2021-02-2344 min
The Plannex PodcastHow to Streamline Your Process with Stuart MangionIn this episode, Dan chats with Stuart Mangion from Blue Ocean Financial Services in Australia. Here, they chat about the importance of streamlining the financial planning process, financial education, coffee cups and how to find the right balance. Enjoy!
2021-02-1956 min
The Plannex PodcastOpen Banking with Christian BurginIn this episode, Dan chats with Christian Burgin, co-founder of Visible Capital in Edinburgh, UK. They discuss the open banking and fintech trend, and how it perhaps hasn't kicked off as much as we thought it would have done a few years ago. Enjoy!
2021-02-1639 min
The Plannex PodcastBeing Yourself with Kunle OlafareIn this episode, Dan chats with Kunle Olafare, CEO of SK Financial, a financial planning firm in London. Here, they chat about the need for authenticity in financial planning, how we can give back to the wider community, and some awesome music recommendations. Enjoy!
2021-02-1250 min
The Plannex PodcastHow to Beat the Scroll ™ with Chloë CloverIn this episode, Dan chats with the award-winning Chloë Clover from the award-winning film production company, Wander Films, in Middlesborough. They chat about how financial planners can Beat the Scroll ™ on social media and stand out amongst the crowd. Also discussed were the best content to use as financial planners, why video testimonials work so well, and what is the best Quentin Tarantino movie. Enjoy!
2021-02-0945 min
The Plannex PodcastShout About the Good Stuff with Francois du ToitIn this episode, Dan chats with Francois du Toit from PROpulsion in South Africa. They discuss how we can raise the reputation of the profession, content creation, and much, much more. Enjoy!
2021-02-0557 min
The Plannex PodcastSurge Meetings with Sam SlomaIn this episode, Rohan chats with Sam Sloma from Engage FS, who appeared on the podcast a few years ago at the very start of his journey as a financial planning business owner. Here, they catch-up on how things have been, as well as discussing a hot topic at the moment amongst financial planners - surge meetings. Enjoy!
2021-02-0241 min
The Plannex PodcastHow to Cast Your Own Silhouette with Andrew LaneIn this episode, Dan chats with Andrew Lane from Money & Wealth Management in Australia. They talk about Andrew's career so far, the state of financial planning in Australia, and the opportunities for financial planners around the world to break the mould and do their own thing. Enjoy!
2021-01-2944 min
The Plannex PodcastWhy Allyship Matters with Olivia ParnellIn this episode, Dan chats with the brilliant Olivia Parnell, who is a trainee financial planner and also half of the Financial Changemakers Podcast. They discuss the state of diversity and inclusion in the financial planning profession, the privilege that we all have, why allyship is important, and how to open up the line of communication on this essential topic. Enjoy!
2021-01-2657 min
The Plannex PodcastThe Psychology Behind Retiring with Pauline Johnson-ZielonkaIn this episode, Dan speaks to Pauline Johnson-Zielonka PhD, who is a social psychologist and the author and founder of Retirement Life Plan. They have a fascinating discussion covering the psychology behind retirement, the four different areas that Polly thinks are important when people are retiring, plus how financial planners can help their clients ease the transition into retirement. Enjoy!
2021-01-2249 min
The Plannex PodcastHelping People Make Better Decisions with George AganIn this episode, Dan chats with George Agan of Pension Help, who is also the man behind Principles Personal Finance, an education project which has just been launched for the public. They also chat about the importance of financial education, alongside what financial planners can do to educate the general public about money. Enjoy!
2021-01-1946 min
The Plannex PodcastFinding the Scoops with Laura PurkessIn this episode, Dan speaks to Laura Purkess, New Model Adviser Journalist and NextGen Planners Financial Journalist of the Year 2020. They discussed the story-writing process, how PR can be a great tool for financial planners, how she gets the scoops that she's known for, and where she intends to get to in the future. Enjoy!
2021-01-131h 00
The Plannex PodcastHow to Engage the Next Generation with Chloe MoranIn the first episode of 2021, Dan speaks to the multiple award-winning paraplanner Chloe Moran from the multiple award-winning financial planning firm boosst. They discussed the tips and tricks of producing great award entries, how we can engage with and educate the next generation, and what financial planners can be doing to encourage diversity in our profession. Enjoy!
2021-01-0651 min
The Plannex PodcastLouis Van Der MerweIn this episode, Dan speaks to Louis van der Merwe CFP ® who is a financial planner and the owner of Wealthup in Western Cape, South Africa. We discuss: How financial planners can become sidetracked by technology The state of financial planning in South Africa Some tips on completing the CFP Much, much more… Enjoy!
2020-12-1756 min
The Plannex PodcastImpressing the Next Generation with Ali Marchand of ImpresmIn this podcast, our Head of Community Experience and Marketing Dan is joined by Alizé Marchand, Co-Founder and CEO of Impresm Digital Marketing Agency in Zurich.
2020-11-2745 min
The Plannex PodcastInnovation in Financial Planning with Kate HolmesIn this episode, our Director and Head of Innovation spoke to Kate Holmes of Innovating Advice in Las Vegas.
2020-10-1538 min
The Plannex PodcastEpisode 85 - Innovation in Financial Planning with Kate HolmesIn this episode, our Director and Head of Innovation Rohan spoke to Kate Holmes of Innovating Advice over in Las Vegas. They talked about: Kate's career so far, growing up in Seattle, her degree
2020-10-1500 min
The Plannex PodcastConcierge Services with Katie MossIn this episode, Rohan spoke to Katie Moss, who is the Managing Director of Otium Concierge.
2020-09-2931 minThe Plannex PodcastEpisode 84 - Concierge Services with Katie MossIn this episode, Rohan spoke to Katie Moss, who is the Managing Director of Otium Concierge.What they talked about: Katie's story in banking at Duncan Lawrie How and why she started Otium Concierge
2020-09-2900 minThe Plannex PodcastEpisode 83 - Being a virtual adviser with Derek NotmanIn this episode, Rohan is joined by Derek Notman from Wisconsin, CFP, Virtual Financial Planner and founder of Conneqtor.Derek is a practicing virtual financial planner and also runs the lead-generat
2020-09-0300 min
The Plannex PodcastBeing a Virtual Adviser with Derek NotmanIn this episode, Rohan is joined by Derek Notman from Wisconsin, CFP, Virtual Financial Planner and founder of Conneqtor.
2020-09-0234 min
The Plannex PodcastBeing a business owner and making mistakes with Roger KennedyIn this episode, Adam & Roger go through how they met at the XYPN Conference in Dallas, being a business owner, making mistakes and how his firm have dealt with lockdown.
2020-07-1655 minThe Plannex PodcastEpisode 82: Being a business owner and making mistakes with Roger KennedyIn this episode, Adam speaks to Roger Kennedy from AKFP Group in Northern Ireland.Roger specialises in the area of Financial Life Planning with Business Owners/Executives and Professionals, Retirees
2020-07-1600 minThe Plannex PodcastEpisode 81: Financial Planning in Dubai with Stuart RitchieIn this podcast, Rohan is joined by Stuart Ritchie from AES International in Dubai who takes us through his very interesting journey into financial services and how he became a financial planner (via
2020-07-0200 min
The Plannex PodcastFinancial Planning in Dubai with Stuart RitchieIn this episode, Rohan talks to Stuart Ritchie of AES International about the financial planning community in Dubai.
2020-07-0149 minThe Plannex PodcastEpisode 80: Evidence-based Investing with Mark Northway of Sparrows CapitalIn this episode, Rohan chats with Mark Northway from Sparrows Capital about his career so far, his journey with Sparrows Capital, and how they offer a truly innovative offering for financial planners
2020-06-1800 min
The Plannex PodcastEvidence-Based Investing with Mark Northway from Sparrows CapitalIn this episode, Rohan chats with Mark Northway from Sparrows Capital about his career so far, his journey with Sparrows Capital, and how they offer a truly innovative offering for financial planners.
2020-06-1733 minThe Plannex PodcastEpisode 79: #NEXTGEN20 Special with the Two Excited Northerners2 Excited northerners: Conference SpecialIn this episode our 2 Grumpy Northerners (who are now very Excited Northerners) go through the line-up for #NEXTGEN20 and discuss what they're looking forward
2020-06-1300 min
The Plannex Podcast#NEXTGEN20 Special with The Two Excited NorthernersIn this episode our 2 Grumpy Northerners (who are now very Excited Northerners) go through the line-up for #NEXTGEN20 and discuss what they're looking forward to the most.
2020-06-1239 minThe Plannex PodcastThe Morning Commute Podcast - Episode 1In this episode Adam Owen talks to Clemence Chatelin about her career transition to financial planner and her passion for social impact investing and in rewind interview, Gabriella Cotton-Gambara int
2020-06-1100 minThe Plannex PodcastThe Morning Commute Podcast - Episode 3In this episode Adam Owen talks to Lisa Johnstone of VWM Wealth about designing business processes around behavioural financial planning and in our rewind interview, Rohan Sivajoti finds out how Just
2020-06-1000 minThe Plannex PodcastThe Morning Commute Podcast - Episode 2In this podcast Adam Owen talks to Amyr Rocha-Lima of Holland Hahn and Wills about how his family role models have influenced his approach to financial planning and in our rewind interview, Clemence
2020-06-0900 minThe Plannex PodcastEpisode 78 - Micro-habits with Matt AndersonIn this episode, Rohan speaks with Matt Anderson from Chicago, USA.Matt Anderson is a Mastermind leader, speaker, author and podcast host. He works with financial advisers on how to get referrals fro
2020-05-0100 min
The Plannex PodcastCharging what you're worth with Vanessa UgattiIn this episode, Adam is joined by Vanessa Ugatti – The True Worth Expert to chat about charging what you're worth and what you deserve.
2020-04-2847 min
The Plannex PodcastLeadership and Learning with Steve MartinSteve Martin joins us again for his second NextGen Planners Podcast. He appeared on Episode 12 and is back to give us an update during the COVID-19 crisis.
2020-04-281h 08
The Plannex PodcastMark Mersman with his views on marketing your advice firmIn this podcast, Rohan from NextGen and Mark from USA Financial take a look at how marketing can be done well and done easily by owners of advice firms
2020-04-2851 min
The Plannex PodcastFees & Charging with The Two Grumpy Northerners, Gretchen Betts and Sam SlomaIn this episode, Adam and Rohan discuss fees and charging with NextGen members Gretchen Betts of Magenta and Sam Sloma of Engage.
2020-04-281h 23
The Plannex PodcastTony Bates on Recruitment and DiversityIn this podcast, Rohan from NextGen and Tony from IDEX Consulting delve into the world of recruitment, what employers are looking for, what's most important to candidates and how to write a good job advert.
2020-04-2844 min
The Plannex PodcastThe Two Grumpy Northerners ReminisceWe gave our lovely members the opportunity to ask us some questions which would be discussed by two of our co-founders Rohan SIvajoti and Adam Carolan in the next NextGen Planners podcast.
2020-04-2859 min
The Plannex PodcastAndrew Swan on legal dealings with the FCA (as a career)Andrew Swan is Partner and Head of regulation and financial crime for Short Richardson & Forth LLP – a fantastic law firm based in Newcastle upon Tyne.
2020-04-2847 min
The Plannex PodcastMartin Mellor on the transition from the corporate world to running your own firm In this episode, Rohan speaks to Martin Mellor from the award-winning Mellor Financial Management.
2020-04-2835 min
The Plannex PodcastRob Stevenson on positioning yourself as a future owner of a financial planning businessThis episode covers everything from financing your business, positioning yourself as a future owner of a financial planning practice and valuing your business too. Everything from corporate finance, to mergers and acquisitions.
2020-04-2800 min
The Plannex PodcastPhillip Calvert on how to use tried and tested techniques to drive referrals to your financial planning businessIn this episode, we talk to Phil Calvert marketing consultant, founder of LifeTalk (one of the largest communities in financial planning) and also an international speaker on the power of social media.
2020-04-281h 03
The Plannex PodcastMarianne Page on building systems, processes and culture within your firmWe are delighted to be joined by 3 time author, speaker and expert on all things systemisation, Marianne Page aka the system jedi.
2020-04-2857 min
The Plannex PodcastCatherine Morgan on how she turned her financial advice career into her passionWe are joined in this episode by one of our favourite members Catherine Morgan from the Money Panel.
2020-04-281h 08
The Plannex PodcastJose Supico from Advicefront on how technology in UK financial planning is lagging and what we will see in the near futureIn this Episode Jose Supico of Advicefront talks to us about how his company is revolutionising the Financial Planning space by building technology to automate a lot of the boring and mundane tasks
2020-04-2854 min
The Plannex PodcastStephen Jones on leadership, culture and building a true financial planning firm to scaleIn this episode, Stephen CEO of Cooper Parry Wealth shares with us how he built a financial planning firm in an alliance with an accountancy arm to a firm that manages over £500m AUM.
2020-04-281h 01
The Plannex PodcastSteve Cockram on Next Generation leadership and working environmentsWe start the new series with a bang. Steve Cockram is an international keynote speaker, author and consultant to some of the worlds leading executives. He talks to us about how building and running a company in the digital age is fundamentally different to the industrial age. He talks us through simple frameworks to get you started and how he would lead a financial planning firm for the future. We promise to bring thought leadership from outside the profession and this doesn't disappoint.
2020-04-2857 min