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Innhold levert av NextGen Planners. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av NextGen Planners eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Not so soft skills with George Kinder
Manage episode 451402111 series 2950105
Innhold levert av NextGen Planners. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av NextGen Planners eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this episode we are joined by the one and only George Kinder.
George joined us virtually to talk about listening, mindfulness and truly connecting with clients.
Join our community: www.nextgenplanners.co.uk
273 episoder
Manage episode 451402111 series 2950105
Innhold levert av NextGen Planners. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av NextGen Planners eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this episode we are joined by the one and only George Kinder.
George joined us virtually to talk about listening, mindfulness and truly connecting with clients.
Join our community: www.nextgenplanners.co.uk
273 episoder
Alle episoder
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NextGen Planners
1 Why Taylor Outsources Paraplanning with Hannah Wynick 37:32
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37:32In this episode we have Founder and Managing Director of Core Financial Paraplanning Limited, Hannah Wynick. We discuss, the huge benefits of outsourced Paraplanning, Taylor's personal experience building it into his offering and the place of Paraplanning in the industry. Join our community: www.nextgenplanners.co.uk…
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NextGen Planners
In the first podcast of 2025 the hosts tackle the topic of burnout and attempt to help you avoid it this year. They discuss; what is burnout, how burnout can happen, and tips for avoiding it. Join our community: www.nextgenplanners.co.uk
It's the Christmas Special of That NextGen Planners Podcast. In the episode the hosts reflect on 2024, look forward to Christmas and are joined virtually by some top notch guests sharing some words of wisdom. Join our community: www.nextgenplanners.co.uk
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NextGen Planners
1 Strategy and Substance with Nicola Crosbie 48:55
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48:55In this episode the gang sit down with financial planner Nicola Crosbie. They chat about; the process of getting into advice, bringing on a business strategist and focusing on what matters. Join our community: www.nextgenplanners.co.uk
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NextGen Planners
In this episode we are joined by the one and only George Kinder. George joined us virtually to talk about listening, mindfulness and truly connecting with clients. Join our community: www.nextgenplanners.co.uk
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NextGen Planners
In this episode of That NextGen Planners Podcast we have a great chat with Christian Mather. Here we go into detail about what it takes to set up on your own, the struggles of getting clients initially and building a life that works for you. Join our community: www.nextgenplanners.co.uk
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NextGen Planners
In this episode of That NextGen Planners Podcast we talk to the brilliant Jo Wall. Here we discuss the challenges of setting up your own business, the distinctions between financial planning and financial coaching as well as some key techniques to strengthen client relationships. Every 2 weeks, we chat to a superstar entrepreneur in the world of financial planning, to hear their stories and gain insights on how to launch a successful financial planning business.…
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NextGen Planners
In this episode of That NextGen Planners Podcast we the hosts chat about dress code. Here we go into detail about whether what you wear as a financial planner matters, how attitudes have changed and our personal feelings on the topic. Join our community: www.nextgenplanners.co.uk
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NextGen Planners
1 ESG- Before It Was Cool with Julian Parrott 49:06
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49:06In this episode of That NextGen Planners Podcast we chat with the brilliant Julian Parrott from Ethical Futures. Here we go into detail about why ethical investing in important, what advisers should be paying attention to and how this space has evolved in recent years. Join our community: www.nextgenplanners.co.uk…
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NextGen Planners
1 Building an evidence-based business with Jonathon Jay 34:34
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34:34In this episode of That NextGen Planners Podcast, we chat with the awesome Jonathon Jay from Hoxton Wealth. We chat about Hoxton's venture into the UK with Hoxton Wealth, the growth of evidence-based investing, what real financial planning is in Jonathon's opinion, and much more. Join our community: www.nextgenplanners.co.uk…
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NextGen Planners
1 Growing a Life Planning Business with Nila Mistry 33:42
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33:42In this episode of That NextGen Planners Podcast, we chat with the awesome Nila Mistry, who runs Prosperity Life Planning. We chat about the difference between financial advice and financial planning, how to grow a financial planning business that focuses on life planning, and tips for being a great financial life planner. Join our community: www.nextgenplanners.co.uk…
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NextGen Planners
1 Building better client experience with Dan Graham 42:13
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42:13In this episode of That NextGen Planners Podcast, we chat with Chief Designer at docVinci and Head of Marketing at NextGen Planners, Dan Graham. We chat about lots of topics including building a world class client experience, the importance of brand and standing out, marketing, personal brand, AI and much, much more! 🙌…
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NextGen Planners
1 Scaling Quickly with Sean McDermott and Vicki Langdon 41:35
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41:35In this episode of That NextGen Planners Podcast we chat with the award-winning Sean & Vicki from Lightside Financial Planning. Here we chat about about how Sean & Vicki have grown Lightside Financial Planning, the pros and cons of having lots of clients and the lessons they have learned along the way. Join our community: www.nextgenplanners.co.uk…
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NextGen Planners
In this episode of That NextGen Planners Podcast hosts Amelia, Taylor and Clara chat with Sarah Elson co-founder of Berry and Oak. Here they dive into detail about; whether awards are fair, what awards should exist and some tips for winning. Join our community: www.nextgenplanners.co.uk
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NextGen Planners
In this episode of the brand new That NextGen Planners Podcast meet one of the two brand new co-hosts. First up is Taylor Beavis. Amelia and Clara chat to Taylor about who he is, what he does and why he does it. Join our community: www.nextgenplanners.co.uk
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