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Plannex
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The Plannex Podcast
Jo Little & Alfie Mullan Part 1: Rebuilding a 3rd-Generation Financial Planning Firm
In 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.
2026-03-12
40 min
Zomi Wealthcast
Zomi 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...
2025-07-17
49 min
The Plannex Podcast
The Best Ways to Pass Exams with Chanelle Pattinson
In 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
2022-03-18
45 min
The Plannex Podcast
How to Live in the Moment with Shaun Doherty
In 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
2022-03-11
39 min
The Plannex Podcast
A New Type of Green Investing with Yan Swiderski
In 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
2022-02-25
47 min
The Plannex Podcast
Building a Sustainable Financial Planning Proposal with Damien Lardoux & Louisiana Salge
In 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
2022-02-11
51 min
The Plannex Podcast
Presenting Financial Plans is Over with H. Adam Holt
In 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
2022-02-04
51 min
The Plannex Podcast
Simple Financial Planning with Ray Adams
In 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
2022-01-28
59 min
The Plannex Podcast
It's Not All Suits & Ties with Graham Taylor
In 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
2022-01-14
47 min
The Plannex Podcast
How Financial Planners can educate the world with Alexia & Margot
In 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
2022-01-07
48 min
The Plannex Podcast
Entrepreneurship in financial planning with Olly Betts
In 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
2021-12-17
54 min
The Plannex Podcast
How Financial Planners can close the Education Gap with Bryce Clark
In 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
2021-12-03
45 min
The Plannex Podcast
How to Study Actively for Financial Planning Exams with Alex Langhorn
In 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
2021-11-26
48 min
The Plannex Podcast
The Future of Wealth with David Jones & Elliott Poole
In 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
2021-11-19
1h 00
The Plannex Podcast
The Best Financial Planning Question with George Kinder
In 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
2021-11-12
1h 00
The Plannex Podcast
Workplaces are the new classrooms with Stacey McKinnon
In 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
2021-10-29
49 min
The Plannex Podcast
Forging Female Leaders with Kim Potgieter
In 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
2021-10-15
49 min
The Plannex Podcast
Planning Lives Properly with Kris Amliwala
In 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/
2021-10-08
38 min
The Plannex Podcast
Embracing your Worth with Lauryn Williams
In 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/
2021-10-01
45 min
The Plannex Podcast
Ignoring the Noise with Taylor Beavis
In 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/
2021-09-24
53 min
The Plannex Podcast
The Future of Responsible Investing with Clem Chatelin
In 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/
2021-09-17
49 min
The Plannex Podcast
Building a Financially-Literate World with Will Steiner
In 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
2021-09-10
49 min
The Plannex Podcast
Technology & The Advice Gap with Dan Marsh & James Priday
In 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/
2021-09-03
55 min
The Plannex Podcast
Money Relationships with Fairien Azeem
In 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/
2021-08-27
37 min
The Plannex Podcast
Building Strong Business Values with Keith and John from Clarion
In 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/
2021-08-13
51 min
The Plannex Podcast
Creating Stronger Client Relationships with Amy Mullen
In 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/
2021-08-06
1h 05
The Plannex Podcast
The Power of Analogies with Carol Lenzi
In 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/
2021-07-23
43 min
The Plannex Podcast
Breaking Down Stigmas with Steve Nelson
In 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/
2021-07-16
1h 03
The Plannex Podcast
Responsible Investing with Kate Capocci
In 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.
2021-07-09
33 min
The Plannex Podcast
How to Stand Out with Robert Sofia
In 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/
2021-07-02
59 min
The Plannex Podcast
Launching a Virtual Business with Danika Waddell
In 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
2021-05-21
40 min
The Plannex Podcast
Why Word of Mouth Matters with Rizanne Oosthuisen
In 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
2021-05-14
51 min
The Plannex Podcast
The Importance of Silence with Scott Frank
In 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/
2021-05-07
55 min
The Plannex Podcast
Understanding Your Client's Style with Lisa Perry
In 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
2021-05-04
45 min
The Plannex Podcast
Building Tomorrow's Business with Penny Phillips
In 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/
2021-04-30
57 min
The Plannex Podcast
How to Become a Confidante with Nicola Beswick
In 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
2021-04-27
45 min
The Plannex Podcast
Making Financial Advice Easy with Russell Ho
In 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/
2021-04-23
1h 04
The Plannex Podcast
Why I Went Niche with Lottie Kent
In 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/
2021-04-20
48 min
The Plannex Podcast
Launching A Coaching Project with Joe Froud
In 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/
2021-04-16
44 min
The Plannex Podcast
Articulating The Value You Add with Arnaud Malherbe
In 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/
2021-04-13
53 min
The Plannex Podcast
How to Prevent Burnout with Nick Elston
In 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/
2021-04-09
52 min
The Plannex Podcast
Creating a Mentally Healthy Team with Camilla Rogers
In 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
2021-03-30
57 min
The Plannex Podcast
The Different Hats with Keith Boyes
In 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/
2021-03-26
50 min
The Plannex Podcast
The Journey to Employee Ownership with Tom Morris
In 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/
2021-03-23
55 min
The Plannex Podcast
The Big Picture with Rebecca Andrew
In 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/
2021-03-19
35 min
The Plannex Podcast
Lessons from Launch with Jess Brady
In 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/
2021-03-16
42 min
The Plannex Podcast
Why You Need a Business Plan with Rich Ellis
In 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/
2021-03-12
27 min
The Plannex Podcast
Successful Succession with Lisa Johnstone
In 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/
2021-03-09
57 min
The Plannex Podcast
Women in Finance with Sam Secomb
In 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/
2021-03-08
50 min
The Plannex Podcast
Blast Off Series: Knowing your Why Ben Baldwin
In 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
2021-03-05
31 min
The Plannex Podcast
Finding the Right Support Network with Jo Little
In 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/
2021-03-02
38 min
The Plannex Podcast
Integrating Adviser Technology with Rich Weatherburn
In 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/
2021-02-26
44 min
The Plannex Podcast
Being a Young Entrepreneur with Dasarte Yarnway
For 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!
2021-02-23
44 min
The Plannex Podcast
How to Streamline Your Process with Stuart Mangion
In 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!
2021-02-19
56 min
The Plannex Podcast
Open Banking with Christian Burgin
In 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!
2021-02-16
39 min
The Plannex Podcast
Being Yourself with Kunle Olafare
In 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!
2021-02-12
50 min
The Plannex Podcast
How to Beat the Scroll ™ with Chloë Clover
In 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!
2021-02-09
45 min
The Plannex Podcast
Shout About the Good Stuff with Francois du Toit
In 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!
2021-02-05
57 min
The Plannex Podcast
Surge Meetings with Sam Sloma
In 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!
2021-02-02
41 min
The Plannex Podcast
How to Cast Your Own Silhouette with Andrew Lane
In 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!
2021-01-29
44 min
The Plannex Podcast
Why Allyship Matters with Olivia Parnell
In 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!
2021-01-26
57 min
The Plannex Podcast
The Psychology Behind Retiring with Pauline Johnson-Zielonka
In 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!
2021-01-22
49 min
The Plannex Podcast
Helping People Make Better Decisions with George Agan
In 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!
2021-01-19
46 min
The Plannex Podcast
Finding the Scoops with Laura Purkess
In 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!
2021-01-13
1h 00
The Plannex Podcast
How to Engage the Next Generation with Chloe Moran
In 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!
2021-01-06
51 min
The Plannex Podcast
Louis Van Der Merwe
In 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!
2020-12-17
56 min
The Plannex Podcast
Impressing the Next Generation with Ali Marchand of Impresm
In 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.
2020-11-27
45 min
The Plannex Podcast
Innovation in Financial Planning with Kate Holmes
In this episode, our Director and Head of Innovation spoke to Kate Holmes of Innovating Advice in Las Vegas.
2020-10-15
38 min
The Plannex Podcast
Episode 85 - Innovation in Financial Planning with Kate Holmes
In 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
2020-10-15
00 min
The Plannex Podcast
Concierge Services with Katie Moss
In this episode, Rohan spoke to Katie Moss, who is the Managing Director of Otium Concierge.
2020-09-29
31 min
The Plannex Podcast
Episode 84 - Concierge Services with Katie Moss
In 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
2020-09-29
00 min
The Plannex Podcast
Episode 83 - Being a virtual adviser with Derek Notman
In 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
2020-09-03
00 min
The Plannex Podcast
Being a Virtual Adviser with Derek Notman
In this episode, Rohan is joined by Derek Notman from Wisconsin, CFP, Virtual Financial Planner and founder of Conneqtor.
2020-09-02
34 min
The Plannex Podcast
Being a business owner and making mistakes with Roger Kennedy
In 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.
2020-07-16
55 min
The Plannex Podcast
Episode 82: Being a business owner and making mistakes with Roger Kennedy
In 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
2020-07-16
00 min
The Plannex Podcast
Episode 81: Financial Planning in Dubai with Stuart Ritchie
In 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
2020-07-02
00 min
The Plannex Podcast
Financial Planning in Dubai with Stuart Ritchie
In this episode, Rohan talks to Stuart Ritchie of AES International about the financial planning community in Dubai.
2020-07-01
49 min
The Plannex Podcast
Episode 80: Evidence-based Investing with Mark Northway of Sparrows Capital
In 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
2020-06-18
00 min
The Plannex Podcast
Evidence-Based Investing with Mark Northway from Sparrows Capital
In 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.
2020-06-17
33 min
The Plannex Podcast
Episode 79: #NEXTGEN20 Special with the Two Excited Northerners
2 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
2020-06-13
00 min
The Plannex Podcast
#NEXTGEN20 Special with The Two Excited Northerners
In 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.
2020-06-12
39 min
The Plannex Podcast
The Morning Commute Podcast - Episode 1
In 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
2020-06-11
00 min
The Plannex Podcast
The Morning Commute Podcast - Episode 3
In 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
2020-06-10
00 min
The Plannex Podcast
The Morning Commute Podcast - Episode 2
In 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
2020-06-09
00 min
The Plannex Podcast
Episode 78 - Micro-habits with Matt Anderson
In 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
2020-05-01
00 min
The Plannex Podcast
Charging what you're worth with Vanessa Ugatti
In this episode, Adam is joined by Vanessa Ugatti – The True Worth Expert to chat about charging what you're worth and what you deserve.
2020-04-28
47 min
The Plannex Podcast
Leadership and Learning with Steve Martin
Steve 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.
2020-04-28
1h 08
The Plannex Podcast
Mark Mersman with his views on marketing your advice firm
In 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
2020-04-28
51 min
The Plannex Podcast
Fees & Charging with The Two Grumpy Northerners, Gretchen Betts and Sam Sloma
In this episode, Adam and Rohan discuss fees and charging with NextGen members Gretchen Betts of Magenta and Sam Sloma of Engage.
2020-04-28
1h 23
The Plannex Podcast
Tony Bates on Recruitment and Diversity
In 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.
2020-04-28
44 min
The Plannex Podcast
The Two Grumpy Northerners Reminisce
We 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.
2020-04-28
59 min
The Plannex Podcast
Andrew 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.
2020-04-28
47 min
The Plannex Podcast
Martin 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.
2020-04-28
35 min
The Plannex Podcast
Rob Stevenson on positioning yourself as a future owner of a financial planning business
This 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.
2020-04-28
00 min
The Plannex Podcast
Phillip Calvert on how to use tried and tested techniques to drive referrals to your financial planning business
In 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.
2020-04-28
1h 03
The Plannex Podcast
Marianne Page on building systems, processes and culture within your firm
We are delighted to be joined by 3 time author, speaker and expert on all things systemisation, Marianne Page aka the system jedi.
2020-04-28
57 min
The Plannex Podcast
Catherine Morgan on how she turned her financial advice career into her passion
We are joined in this episode by one of our favourite members Catherine Morgan from the Money Panel.
2020-04-28
1h 08
The Plannex Podcast
Jose Supico from Advicefront on how technology in UK financial planning is lagging and what we will see in the near future
In 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
2020-04-28
54 min
The Plannex Podcast
Stephen Jones on leadership, culture and building a true financial planning firm to scale
In 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.
2020-04-28
1h 01
The Plannex Podcast
Steve Cockram on Next Generation leadership and working environments
We 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.
2020-04-28
57 min