The Plannex Podcast

In this episode Amelia sits down with Daniel Gornall from Centurion Chartered Financial Planners who is a Financial Planner specialising in divorce and separation. Here they chat about the technical side of divorce planning, the importance of a joined up approach and understanding the mindset of clients. Join our community: www.nextgenplanners.co.uk

In the VERY FIRST episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Rohit Vaish and Amal Jolly from Saturn AI 🤖 For our first conversation, we're discussing how meeting notes have progressed over the years, and how AI is shaping the ability to get better meeting notes from clients. The end result is that financial planners have more time to focus on social cues and grea...

In this episode Amelia talks with Laura Ann Moore a financial coach and financial wellbeing speaker. Here they talk about; the benefits of financial coaching, understanding the emotions behind money and how to harness these to reach your goals. Join our community: www.nextgenplanners.co.uk

In this podcast Amelia talks to Co-Founder of Planner Pal, Mark Whitcroft. Here they talk about; AI in financial planning, whether it is a threat or opportunity and how financial planners can leverage this. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talks to Founder and Director of HK Wealth Garry Hale. Here the chat about: insights from 2023, strategies for a successful 2024 and really getting into the mind of a client. Join our community: www.nextgenplaners.co.uk

In this episode Amelia talks to Nitika Vyas, co founder of Aila Money. Here they chatted about; forging a new era of financial guidance, using tech to help close the advice gap and launching new ventures. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talked to Sonia Rach, Deputy News Editor at FTAdviser, Financial Times and Author. Here they chatted about self publishing a book, the gap in financial education and the difference we can make. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talks with Founder of Trustestate, Rish Sareen. Here they talk about digitising the probate process, intergenerational wealth and the challenges and opportunities the great wealth transfer will bring. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talked to Nicky Sevel, Founder of Woven Advice. Here they chatted about; the importance of data, the fintech future and the challenges of being an entrepreneur. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talks to ADHD Coach Yeara Rosenthal. Here they discussed; ADHD in clients and considerations to take, what individuals with ADHD can do to help themselves and how businesses can be more mindful and create an inclusive work environment. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talks to Linda Kelland, Neurodiversity Specialist. Here they discussed; why the topic of neurodiversity can't be ignored, strategies for neurodivergent individuals and how companies can be more inclusive. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talks to Olivia Maynard, Operations Director at TFP Financial Planning Ltd. Here they discussed; what good culture looks like, how to recruit to make a strong team and mindful approaches to team building. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talks with Laura Blake, Philanthropy Director at Somerset Community Foundation. Here they discussed; the purpose of community foundations, the impact of local giving and how community foundations can support financial planners. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talks with Bimpe Nkontchou, Founder of Wealth 8. Here they talked about the necessity for a platform like Wealth8, the challenges faced by the black community in wealth-building, and the role of financial planners in addressing these disparities. Join our community: www.nextgenplanners.co.uk

In this episode Amelia chats with Ian Horne, Author and European Head of Content at Money 20/20. Here they talk about the benefits and challenges of embracing technology in the financial industry, the power of decentralized finance platforms and their implications for financial inclusion and the ethical and regulatory considerations surrounding fintech advancements . Join our community: www.nextge...

In this episode Adam chats with Sam Oakes, Founder of Financial Planner Life and Financial Planner Life Academy. Here they talk about becoming a B Corp, the launch of the Financial Planner Life Academy and how a Tom Cruise impression went viral on TikTok. Join our community: www.nextgenplanners.co.uk

In this episode Amelia chatted with Keith Boyes, Chartered Financial Planner and Managing Director of Spentwell. Here they discussed different strategies for effective communication, what good listening looks like and the importance of empathy in a people-centric approach to financial planning. Join our community: www.nextgenplanners.co.uk

In this episode Amelia chatted with Anthony West, Independent Financial Adviser at Beckett Investment Management Group. Here they talked about adapting as a financial planner, balancing demands and prioritising mental health. Join our community: www.nextgenplanners.co.uk

In this episode Amelia chatted with Charlie French, co-founder of Etcho. Here they discussed the power of storytelling in financial planning, the significance of developing a connection between clients and their portfolios and the transformative potential of impact investing. Join our community: www.nextgenplanners.co.uk

In this episode Amelia chatted to James Thompson, Chartered Financial Planner and Director at Becketts. Here they talked about navigating unforeseen circumstances, the nuances of management buy-outs and adapting in the industry. Join our community: www.nextgenplanners.co.uk

In this episode Dan chatted with Fractional Chief Evangelist to B2B Wealthtech Brands, Diana Cabrices. Here they talked about the role of brand ambassadors, how to identify them and how to cultivate meaningful relationships. Join our community: www.nextgenplanners.co.uk

In this episode Amelia chatted with Psychologist, Family Wealth Consultant and Coach, Dr Moira Somers. Here they talked about; the concepts of nudge and sludge, the impact of dark patterns and behavioural factors in decision making. Join our community: www.nextgenplanners.co.uk

In this episode Amelia talked to Marc Hendriks, Chief Investment Officer at Green Growth Investments Ltd. Here they discussed; where to put your money to make a difference, how to wade through the data and what the future looks like. Join our community: www.nextgenplanners.co.uk

In this episode Adam Owen chatted with Chris Budd, founder of the Institute for Financial Wellbeing and author of two financial wellbeing books. Here they talked about the intricate link between happiness and our interactions with money, understanding our own mental landscape and how good financial planning can support a positive outcome. Join our community: www.nextgenplanners.co.uk

In this 200th episode of the NextGen Planners Podcast Amelia sat down with Isobel Cowell, Head of Social at the global personal branding agency, Kurogo. Here they talked about; the importance of personal branding in 2023, the many pitfalls of social media and how to take the first step. Join our community: www.nextgenplanners.co.uk