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NextGen Planners

NextGen Planners•nextgenplanners.co.uk
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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Episodes

Steve Martin on his financial planning journey

•Steve’s background and how he setup his firm, Smart Financial •How he views the world of Financial Planning •The process he takes every client through •How he has built a team •Where he sees the business and profession going forward

Apr 23, 2020•54 min

Bridget Greenwood on how to get results from social media

•How she ended up in Social Media for FS •The trends that she is seeing in Social Media •Her thoughts on how planners can get the most from social media •How to engage prospects and introducers digitally •The work that her firm does

Apr 23, 2020•49 min

Jess Wood on both sides of the financial planning recruitment dilemma

•Jess’s background in financial services •The current trends she is seeing in the market •The Supply and demand of younger financial planners •How a younger person interested in financial planning can get their foot in the door •What skills employers are looking for

Apr 23, 2020•53 min

Pete Matthew on building a financial planning business both online and offline

•His career to date and the growth of meaningful money •How he bought into his existing company •How he handles prospects from Meaningful Money •How he manages his time despite running two businesses •His thought on pulling Financial Planning into 2016 •His experience of the CFP accreditation

Apr 23, 2020•55 min

Jan Bowen-Nielsen on using coaching to win the Trust of Clients

•His experience of financial advice and advisers •What is business coaching and how can it help with financial planning •Are there easy ways to start with the principles he teaches •Is coaching the same as learning selling techniques •How Jan works with successful advisers/planners

Apr 23, 2020•37 min

Chris Budd on building his financial planning business

•How Chris started his business •How Chris charges his clients (including a good story) •How Chris grew his business and network •Using professional connections to grow his client base •How Ovation takes clients through a journey •Chris’s new project Financial Wellbeing

Apr 23, 2020•50 min

Gavin Bell on using Facebook Ads to reach your potential customers

•How Gavin became an expert in Social Media •How Gavin launched his new business in 7 days •Using Facebook Ads to drive traffic and engage customers •Managing Social Media accounts •What kind of marketing to use with Facebook Ads •How to write content and get your content noticed

Apr 23, 2020•32 min

Martin Bamford on how he created a personal brand in a family firm

•How did he enter Financial Services •How did he progress to Managing Director •What it is like to work within a family business and how Informed Choice market to clients •Why he decided to setup his own podcast and website •What is Martin’s Niche and why he chose it

Apr 23, 2020•31 min
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