David’s background and why he started Nucleus Why Nucleus choose to partner with some financial planning firms The other services Nucleus offer to FP firms What the future looks like for Nucleus Why Nucleus decided to back diversity
What we cover in the podcast: Brett's background What Brett thinks about recruiting NextGen Planners How you can be the best at what you do Systems and process for training and development How to get the most out of the Next Generation What Brett thinks the future looks like
How Sophie Bera built her FP Firm Why she isn’t your father’s financial adviser The process she uses with prospects How she works with a virtual team Her thoughts on females in financial planning
Brian’s background, firm and who he works with His approach to financial planning How he would approach things as a NextGen Planner His mistakes and good calls The Training he is launching Advice on other training and resources
Sarah’s background in Financial Services What DataPoints is and what it does the Results from DataPoints with newer generation advisers Sarah’s beliefs on money coaching DataPoints launching in the UK
Tessa's background in Financial Services How Moneyinfo was created and what problem is solves How Moneyinfo see the way the market is evolving How to use aggregation tools as part of the financial planning process What is next for money info
Russell's background in Financial Planning What he does and who he works with His thoughts on serving younger clients Why he co authored a research paper for the Journal of Financial Planning What is policy based financial planning?
Gavins background and career to date Why he setup Worthstone What is Social Impacting and why should we care Resources for further learning What the trends are in impact investing
Steve's background and why he setup the firm Cash Flow Management in Australia How he is building his business The way the profession is going in Australia Steve's XY Academy
His background and Journey in FS? Why did he start finalytiq and what does it do? His core beliefs when it comes to financial planning and investment management What is timeline and how can it help? His advice to the Next Generation
Phil Young from Hero to Zero and all things Financial Services
What are their backgrounds? How and Why Magenta was founded What are the beliefs and cultures at Magenta. What kind of clients do they deal with and how do they work with them? What has gone well so far for a new company and what hasn’t gone so well? What are their thoughts about the future of financial planning What are key learning resources that they tap in to?
His background in Financial Services How and why he chose to join Proposito The role within his firm Why he decided to go big on Content Marketing His methods of content marketing Why he launched a podcast and how it is going What is planned next for Russ
Anthony’s background and how he came to be Managing Partner of First Wealth What kind of clients do First Wealth serve? Why was the firm setup as a LLP structure? Anthony tells us about his “start with why day” How they had a lightbulb moment with financial planning What is Anthony’s view of digital advice and how does it fit alongside their core offering What has been his experience of being in a network? What is Anthony’s advice to next generation planners? Any learning resources he recommends...
What is Paul’s background in financial services and his journey What is Paul doing now with financial planning and what is his work Why did Paul setup inspiring advisers and what is it? Tell us the story behind Back2Y What can next gen planners do differently in the future If Paul was a nextgen planner, how would he approach things today What are his go to learning resources for nextgen planners
Don’s background and how he got started in FP The kind of FP firm Don runs Why a CFP designed a technology tool What Precise FP does and why it is popular in the US How UK advisers can start using the tool
John’s background What is John’s company and why expert gift giving? The principles behind giftology – John’s book How can next generation advisers and planners get started Where is this in the marketing mix? What the book is about
April’s career in FS and what the Rudin Group do What are the trends that are emerging with the next generation What are NextGen firms doing all over the world to work with Younger Clients The advice that she gives to anyone wanting to work with younger clients What are some good learning sources for dealing with NextGen clients
Alan’s background and the early days of Capital Asset Management The lessons he learnt from his journey Why he changed course a few years ago What advice he would give to Next Generation Planners Why a niche approach matters What he sees in new talent Alan’s favourite learning sources
What Adam discusses with Ruth: Her background and how she founded Red House Why she decided to setup her own firm The journey from employee to business owner How they formed a culture at Red House including bringing on next generation talent What advice
Richard’s background in FS and what his firm doesn What he sees as the true role of a paraplanner Why he setup paraplanner powwow and his experience of the paraplanning community How he has used technology and innovation to leverage his business The benefits of outsourcing vs building an in house team Why we should be networking amongst ourselves
His background and what his business does His beliefs on Content Marketing and why should we bother? His thoughts on financial services and how they can use content marketing with some good examples. Where he would start as a younger planner
Simonne’s career and what she does now What is a financial coach Simonne’s client base and method of working What can we do better in financial advice Advice to younger planners
Tell us about your career to date – how did you get in to Financial Services and what was the path? Tell us about Advisors excel – what is it and who do you help? You interview a lot of good guests on your podcast the Elite Advisor Blueprint – What are some of the key takeaways from the guests that you have had. What separates the best advisers from the pack? What advice would you give to a younger adviser starting out in the profession today knowing what you know. What are some good learning so...
Bill’s backgrounds as a financial planner and a business owner The current trends in “robo-advice” How financial planners in the US are using technology to leverage businesses How the Financial Planning software packages work in the US Some more exciting trends he is seeing in the US with tech.
Mark Polson on Platforms Present & Future
His background in Financial Services What he sees in successful planners and why he thinks they succeed How to have great meetings with clients and prospects What younger planners can do to engage with connections and clients How he sees the future of financial planning
Ellie MacDonald on PR Tips and Tricks for Financial Planners
•Carl’s brilliant story about how he got into financial planning •How he built his career and made key decisions •Why he decided to leave a big broker dealer and setup a FP practice •His thoughts about the mindset of entrepreneurs •How he sees the future of financial planning
•Chris’s background in financial services •Chris’s view on behavioural finance •How to engage and build trust with clients •What work he has been doing all over the world on this topic •How he sees the future of financial planning going
