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.
Apr 28, 2020•1 hr
NextGen Planners
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.
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Episodes
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.
Apr 28, 2020•48 min
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.
Apr 28, 2020•35 min
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.
Apr 28, 2020•1 hr
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.
Apr 28, 2020•1 hr 4 min
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.
Apr 28, 2020•58 min
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.
Apr 28, 2020•1 hr 8 min
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
Apr 28, 2020•55 min
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.
Apr 28, 2020•1 hr 1 min
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....
Apr 28, 2020•57 min
Nick Cann on the rise of the IFP and financial planning
This was an extremely brave podcast. Nick Cann was one of the pioneers behind financial planning as know it today. Nick had a stroke in 2013 and suffers from speech aphasia. He was chief executive of the IFP when they held the CFP and drove financial planning towards a profession. He started at Barclays and worked at an IFA before heading up the IFP. Passionate about Financial Planning, Nick is still confident that we can pull of the vision the original members of the IFP had many years ago. Thi...
Apr 28, 2020•21 min
Caleb Brown on recruitment and careers in financial planning
Throughout Brown’s career, he has mentored, hired, managed, and coached many career changers and college students seeking internships and full time positions in financial planning as well as the firm owners who hire them.
Apr 28, 2020•51 min
Tony Taylor on coaching at the highest level
Tony Taylor is a leadership and strategy coach who combines the strongest attributes of consultation and coaching to generate habit-forming change within multi-faceted organisations of any size, in any marketplace.
Apr 28, 2020•42 min
Natalie Wright details her journey to become Chartered Financial Planner of the Year 2018
Natalie Wright has just been awarded Chartered Financial Planner of the Year 2018. She tells us about her journey from Apprentice to Director of Mazars a large financial planning company based in Yorkshire. It wasn’t an easy journey for Natalie and she tells us how she managed confidence during her career and her approach to client meetings. She also struggled when she had a baby to adapt to her new working situation and she was very candid in talking about this. Natalie has much to come in her ...
Apr 28, 2020•1 hr 5 min
Lauren Janus on how to bring philanthropy into your financial planning discussions
In this episode we talk to Lauren Janus, founder of Thoughtful Philanthropy.
Apr 28, 2020•48 min
Creating a financial planning business for the future with Daniel Priestley
In this podcast, we speak to entrepreneur and best selling author, Daniel Priestley. Daniel is well known for books such as Key Person of Influence and Oversubscribed but also runs a global accelerator called Dent Global.
Apr 28, 2020•1 hr 1 min
Paul Hogarth on a career in Financial Services and looking to the future
In this episode we talk to Financial Services Stalwart Paul Hogarth. Paul has been extremely successful in FS and has launched numerous successful ventures including Paradigm Partners and Tatton Asset Management which recently had an IPO.
Apr 28, 2020•55 min
Steph Hayter from The Money Charity on the educating the younger generation
A chat with Steph Hayter – Head of Young People’s Programmes for The Money Charity. In this podcast we discuss through Steph’s recent period as Interim CEO at the tender age of 27 and how she dealt with such responsibility and overcoming imposter syndrome. Steph talks us through exactly what the Money Charity’s goals are, how they measure success and details the programmes that they offer in schools throughout the UK. Steph shares some success stories and speaks passionately throughout. A must l...
Apr 28, 2020•41 min
Andy Hart on how he uses his brands to reach different audiences about financial planning
In this episode we are joined by Andy Hart. If you haven’t come across Andy yet, then he has a number of different brands including Maven Adviser, Maven Money podcast, the Voyantist. He talks us through the reasons for these brands, his financial planning process and how he reaches different audiences with the different branding but more or less the same messaging. Andy is well know in the world of financial planning and it was an interesting look behind the scenes.
Apr 28, 2020•51 min
Alfie and Jo on starting a firm within a firm specialising in tech entrepreneurs
In this episode we have Alfie Mullan and Jo Little, two rising stars in the financial planning profession. Alfie and Jo setup Eelah, a financial planning company for tech entrepreneurs just over a year ago after a powerful conversation. They did it slightly differently though, they setup the firm as an appointed rep of Emery Little, where they also both work and Jo is the CEO. We hear their story in the profession and the how they have advanced along with the challenges of setting up a new busin...
Apr 28, 2020•1 hr
Cathi Harrison on graduate recruitment and outsourced paraplanning
In this episode, we have Cathi Harrison, founder of Para-Sols and also the newly formed Apricity Compliance. We talk about her incredible journey in Financial Services going from one woman band to building a large outsourced Paraplanning firm. We also talk about what she has learnt hiring and also recruiting and training graduates and why she is passionate about this area. We also talk about the future of compliance and file checking and technology that she thinks advisory firms can use to build...
Apr 28, 2020•53 min
Paul Resnik on a global and forward looking perspective of Financial Planning
In this episode with Paul Resnik, the founder of Finametrica, we talk to Paul to discuss the current trends around the world when it comes to Financial Planning. Paul doesn’t pull any punches in telling Adam his views on the past and the future and why he is building a next generation type financial planning firm himself. This is a really interesting perspective and we also cover off risk profiling and suitability in a candid way.
Apr 28, 2020•1 hr 1 min
Rich Ellis and Nick Davies on how they brought different skills to their new FP business
In this episode, our 50th, we chat to Rich and Nick from Ellis Davies. They briefly take us through their backgrounds, how they met and why they setup their firm together. We talk about how the timing was right for Ellis Davies and the “why” behind their firm and how the first year has gone. This is an interesting insight into a 50/50 partnership and how they have skillsets that complement each other.
Apr 28, 2020•53 min
Sam Sloma on lessons from the first year of his FP firm
In this episode, Adam talks to Sam Sloma, MD of Engage FS about the first year of his financial planning firm. Sam openly talks about his first year figures, the challenges and what has gone well and not so well. Sam also talks about his fee and service proposition and how he works with clients on a fixed fee basis.
Apr 28, 2020•54 min
Chris Budd on Employee Ownership, the new model for Succession Planning
In this podcast, Rohan & Chris discuss Chris' recent sale of his majority shareholding in Ovation to an Employee Ownership Trust (EOT) and the implications of this including affect on himself, his staff and his clients. We delve into the mechanics of such a setup and discuss the advantages and disadvantages attached to it.
Apr 28, 2020•50 min
Sharon Sutton on her transition to Financial Planning and Client Advisory Boards
Her Background in Financial Services and why she setup her own firm How she built a community in the Isle of Man How she setup and leveraged a client advisory board Why she ran for PFS President and her agenda for her year Her thoughts on the future of Financial Planning Why she thinks there aren’t enough Female FPs Her favourite resources
Apr 28, 2020•48 min
Alan Moore on lessons from over 600 Gen X and Y Financial Planning firms
His background on Financial Planning What his different roles are What the last few years has taught him about the FP market What the stumbling blocks are for FP firms What trends he has noticed Any advice to FP firms
Apr 28, 2020•55 min
Emma Houlton on mastering the Art of Podcast
Emma’s background and why she started a company in producing The kind of podcasts that Emma produces How someone would be able to start a podcast What are the do’s and dont’s of podcasting Is podcasting still worth it in the age of video? The future of audio
Apr 28, 2020•38 min
Ronald Sier on being a smart financial planner
His background and how he came to be a financial planner How he operates in the Netherlands Why his fee model is different to a lot of planners Why he only does financial planning Why he setup smart financial planner The future and what it looks like?
Apr 28, 2020•55 min
Jon Pittham on inbound marketing and lessons from interviewing hundred of FP clients
Tell us about the background to you and your firm Why did you come into Financial Services? What is it you see in the good firms when it comes to marketing their services How is marketing and digital engagement changing What are the new things you are working on at the moment which excite you? What are your go to resources in your area
Apr 28, 2020•46 min
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