Planner Pals, Mark and Jess, cover various topics about Planning, Bullet Journaling, Stationery, Productivity Methods, and more.
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Listen to urban planners from Toronto Metropolitan University's School of Urban and Regional Planning answer fun questions about themselves, their work, and their memories from SURP.
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Welcome to The Planner Podcast! This is the go-to place for you to learn about creating plans for progress and consistent success in your life and business! https://mimjenkinson.com
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Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
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Travis helps you navigate the insane world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
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Personal Finance Expert and author Pete the Planner (aka Peter Dunn) welcomes one person per episode on a quest to make them a millionaire. He digs deep into their financial life, fixes problems, and lays-out a detailed plan on how to accomplish their goals. Each guest is given their Million Dollar Day. The former comedian makes a seemingly boring topic, interesting. The podcast is filled with surprises, laughs, and practical money advice for real people.
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Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
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Two People. One Mission. To help active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your hosts, Forrest Baumhover and Daniel Kopp. Join them as they share their unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career ...
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Introducing the Planners and Wine Podcast, where every Thursdays, hosts Megan Payne and Myra Powell combine Pop culture, celebrity gossip, creative planning, and sweet wine for a captivating listening experience. Discover the art of effective organization, indulge in entertaining celebrity discussions, and explore social issues. Join us for a podcast that engages your mind, entertains your senses, and inspires positive change. Cheers to planning, gossip, justice, and the pleasures of life! L ...
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SHSMD Podcast Rapid Insights for Health Care Marketers, Planners, and Communicators
Society for Healthcare Strategy & Market Development
SHSMD’s Rapid Insights delivers the latest trends, innovations, and best practices for health care strategists including marketers, planners, business developers and communicators.
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The Planners on Purpose Podcast is created for dedicated and passionate event planners facing burnout yet seeking to elevate their event leadership skills within the dynamic meeting and event industry. Join Naomi for a transformative exploration, she will be your guide to rediscovering your passion and purpose. Learn to navigate the challenges of event planning with renewed focus, reclaim lost time, and align with your personal goals. If you're yearning to reduce stress, enhance your well-be ...
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We talk about all things adhd https://adhdplanner.pro/
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My Comprehensive Planner is the ONLY WAY for people to manage their finances.
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A planner girl who is obsessed with planners and stationary shares her love for all things planner related. Cover art photo provided by Emma Matthews on Unsplash: https://unsplash.com/@emmamatthews
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Prayers Planner Podcast is for your motivation, inspiration and encouragement to combat daily spiritual warfare and use your spiritual gifts to advance the Kingdom of God!
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Falamos sobre planejamento estratégico, sobre seres humanos e geramos oportunidades de educação :) Temos uma proposta diferente de modelo de negócio: todo patrocínio - ou ajudará na estruturação do podcast ou ajudará dando acessibilidade a oportunidades de ensino, que serão sorteadas entre membros da comunidade PlannersBR, no Facebook. Isso acontece para que cada vez mais gente tenha acesso à essas oportunidades tanto dentro como fora do eixo Rio-SP. Mais infos dentro do podcast #1 ou no gru ...
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Join us as we talk all things planning, crafting, and life!
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Inspiring empowering and transforming black women in the journey to wealth creation
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Brought to you by the Oregon Chapter of the American Planning Association (OAPA), Better Planners is a podcast that delves into in-depth conversations around relevant and timely stories that surround the urban planning realm including the ground-level work of planners, community development advocates, and allied professions. With an emphasis on amplifying the voices and stories of marginalized communities. The episodes will be a resource and guide to provide insights into planning related to ...
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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives into the qualitative side of money. Watch the full conversations, receive CFP® CE credit, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com
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Learn all about real estate investing via entertaining, modeled stories about real estate investors with unprecedented insight into their situations.
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their ...
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Exploring the world of Financial Planning. Accelerating your career.
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2 guys, halfway around the world from each other, talk about stationery with the occasional guest
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The podcast for dance studio owners that are ready solve problems, streamline work, and boost profits. Cover art photo provided by Efe Kurnaz on Unsplash: https://unsplash.com/@efekurnaz
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A podfic for the Ace Attorney fic, The Wedding Planner by @famousinthatanonymousway on Ao3. New chapters will (hopefully) be released each week, hehe. ALSO this podcast's bloopers are the episodes with no capital letters- when I have finished with it, they will be deleted.
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Planner Lifestyle Podcast, where productivity and aesthetics crash into the daily grind, host Jessica McWilliams takes deep dives into planning's impact on our lives and communities. From planner basics to purposeful reflections, you'll be ready to plan.
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So, you want to learn how to become a wedding planner? Breathe a sigh of relief. You’re in the right place. A proven process + supportive community for anyone wondering how to become a wedding planner who gets paid, published + personally fulfilled. Whether you’re in the process of planning a wedding for a friend or family member and are terrified you’ll mess it up—or you’re sick of spending countless hours on the internet stitching together a strategy for your next steps—trust me when I say ...
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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Celebrate your Birthday in Cabo San Lucas. We also provide Birthday Party Planner and experienced Birthday Decorators at Cabo Event Planner. Visit us: https://caboeventplanner.com/birthday-parties/
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If you’re part of the Instagram Planner Community, you might be familiar with planner pockets. It’s where you put your sticky notes, your decor, or even extra stickers! No matter what you put in your planner pockets, those pockets are available to hold space for helpful resources and fun reminders, and that’s the goal of this podcast! Through The Planner Pocket Podcast, we will share hilarious stories, helpful planning tips, cool shop reviews, and much more! Join the conversation!
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Planner friends that met through their obsession decorating their day planners share their adventures, friends, product reviews, and thoughts on all things planning. Covering real life adult topics, while talking about stickers, intentions, and sometimes the lack of having it together expect big laughs and adult language.
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The Business Planners with The Prime Enterprise Group are a team of business professionals who assist Entrepreneurs in starting or growing a business through business plan writing, business coaching and educational webinars.
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Getting the most out of your planner or organiser to help streamline your life. The plannercast for all paper planner enthusiasts
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The Advanced Financial Planner podcast is dedicated to telling the stories and strategies of successful Advanced Financial Planners. A must-listen for advisors looking to improve their skill set or to take their practice to a new level.
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Esto es #Urbanismoparamushpas Un podcast de ciudades, sus problemas y soluciones. Music original por: @juandiegoillescas Arte por Mohammed Abdelkareem @mohammedabdelkareem
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We share the best digital marketing techniques for Financial Planners.
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The Talent Planner Podcast offers small and medium-sized business (SMB) leaders all of the tools to win the battle for talent and dominate their industry.
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30 year financial services veteran. Father of two, grandfather of 5, husband (to the same woman) for 35 years.
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This podcast asks who you are, how you could be remembered after you die, and if all that could be creatively encapsulated in your end of life plans. I would love to reevaluate the stigma of talking about this part of the life cycle and even find joy in thinking about what matters most to each of us. I hope that recording these ideas will be useful someday to each individual and their families. I also hope that sharing how we want to be remembered reminds us each of how we want to live. Sign ...
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Welcome to Your Destination Event Planner Podcast My name is Maria Martinez and I will be talking every Wednesday about how to start, organize and manage your destination wedding so that you have a phenomenal wedding experience. If you are dreaming of a destination wedding, this podcast can clear up many doubts, so I invite you to find a cozy place, your favorite drink and join me to create your dream wedding.
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In the One Day is Today® program from OneAmerica Retirement Services, Peter Dunn a.k.a. Pete the Planner®, brings a friendly, approachable voice not only to retirement preparation, but a wide array of financial wellness topics. Through a series of podcasts, Pete's creative and humorous approach to buying a house, paying off debt and working with a financial professional makes these topics seem less intimidating. The views and opinions expressed in this material are solely those of Pete the P ...
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The wedding planning process can be long, but I want to help make sure it is FUN! Join me for my weekly podcast every Wednesday at 12pm PST for wedding planning tips, tricks, and just generally good vibes. Hear from guest wedding professionals for the inside scoop on what to look for when hiring vendors. Learn about budgeting, what steps to take during planning, and so much more! I want to help make your vision come to life. Let’s make a magical day for you to remember! www.theweddingplanner ...
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EFP offers an in-depth and sophisticated solution for reporting & analysis, consolidation, budgeting, and dashboarding to complement your use of ERP system. EFP strikes a unique balance between offering heavy weight FP&A features and ease of use. Its non-compromising approach to performance and usability ensures the finance team has a unified solution they can depend on. From powerful drill to journal, no coding dashboard setup, superior report formatting options, sensible budget workflow, a ...
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Live from room five, The Business from Lovewell Blake Chartered Accountants and Financial Planners
Lovewell Blake
Have you ever wondered what it is like to work for a firm of Chartered Accountants and Financial Planners, or perhaps you are looking at taking that career path. Our careers series of podcast looks at exactly that as we hear from those that work at Lovewell Blake and their journey's on how they joined the firm to how they have trained, qualified and been promoted! We have also created podcasts about digital accountancy platforms, networking and more. There is something new coming all the tim ...
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Whether you're an aspiring entrepreneur, an ambitious professional, or simply someone seeking financial empowerment, hang out with Ben, Deb, and Andrew each week as they unveil practical strategies to help you optimize your income, maximize your savings, and design a life that's aligned with your values and dreams. The FI Planner isn't just about numbers and spreadsheets. We'll also dive into the mindset shifts, personal growth, and lifestyle design that are vital to achieving true financial ...
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Ep #178: Starting at The Bottom and Working Your Way Up with Jeff Bramlett
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Jeff Bramlett is a paraplanner with BDL Advisors based out of Atlanta, GA. He joins the show today to share his journey into financial planning, starting from a pivotal moment in college that led him to switch majors after a chance encounter with a fellow student. If you are looking to learn the business from the ground up, then this is an episode …
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Ep. 539: Why I'm skeptical of a person's $3 million retirement plan
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On this week's episode, we debate whether or not an emailer should retire with his $3 million plan. It's not as cut and try as you might think.Av Pete the Planner
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Credit Card Mastery: Hacks to Leverage Benefits in Your Favor
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Get ready to uncover the myths, master the rewards, and smartly amplify your spending power — all while keeping your finances sharp and your debt strategy on point. Whether you're looking to squeeze every last benefit out of your credit card points, contemplating the right card for your business expenses, or simply looking to use your cards more st…
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The planner community is a great one, but that doesn't mean that creators don't feel the weight of competition! Join Jess and Mark as they explore how the community vs competition dynamic has changed during their time on social media and ways to build community with your "competitors". 📙 Mentioned Tory of @CreativeMindsCoffeeGrinds Julia of @julia-…
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How to Prioritize When You Have Too Many Things To Do
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I had to share this simple and effective tip to stop feeling overwhelmed and start prioritizing to get things done! A BIG thanks to my wonderful friend Kristine Richer at Kristine Rose Photography for this super helpful reset - I would love to know if it helps you too! Let me know at @MimJenkinson on Instagram! Enjoy the episode! Please leave a lov…
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From the Army to the Wirehouse World to RIA with Amy King
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I’m excited to welcome Amy King on the podcast today. We start with her origin story that started with some fortuitous conversations about money and investing that ignited a passion for the subject and ultimately led her to the CFP while still on active duty. Through her personal network, she got a first job preparing taxes and doing paraplanning w…
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Event Planner Burnout Is Not Inevitable
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Burnout is not inevitable? However, many event industry professionals think that it is. With so much pressure in the industry, combined with unreasonable expectations, lack of boundaries, and high volumes, burnout is a very common result. Burnout shouldn't be inevitable in the industry, because it is preventable. If burnout is preventable, then fin…
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What happens after the St James's Place Academy? My 3rd year as a Financial Planner - Natasha Percy-Baxter
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St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy? - click here Episode Overview: In this exhilarating episode of the Financial Planner Life Podcast, we're thrilled to welcome back Natasha Percy-Baxter, a highly likable financial planner and partner at St James's …
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Tech-Driven Efficiency with George Cooper
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In this episode of the NextGen Planners Podcast Amelia talks with Founder of Advice Flow, George Cooper. Here they talk about; demystifying the tech landscape, optimising work flows and what automation can do for advisers. Join our community: www.nextgenplanners.co.uk
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188: Ideas to Implement - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships -------------------------------------------------- Links …
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Aidan Hettler, a 24-year-old CSU College of Business graduate, recently assumed the role of CEO at Sedgwick County Health Center, overseeing critical healthcare facilities serving rural Colorado and Nebraska. Despite his youth, Hettler embraces the challenge of providing essential services to communities with limited healthcare access. Under his le…
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Putting advice in the palm of the client with John Mason
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In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with John Mason from Dynamic Planner. Here they discuss; the integration of technology in financial planning, the importance of technology in succession planning within financial advice firms and the ongoing need for human elements in financial planning. Discover th…
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Join Benjamin as he shares insights into the Mayo Clinic's efforts to enhance diversity in clinical trials through community partnerships and innovative approaches like leveraging market research and AI to break down cultural barriers. Benjamin's case study, first presented at SHSMD's Public Relations and Communications course in 2023, will highlig…
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187: *REPLAY* How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
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You’ve heard it before…you only get ONE chance to make a good first impression. And research shows that your new client’s experience in the first 100 days determines the longevity of their relationship with you! Long story short---your On-Boarding Process is CRITICAL. What you do during this time frame really really really matters. You need to demo…
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Ep #177: Advocating for the Next Generation Financial Planner with Kate Healy
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Kate Healy is the CEO and Founder of AdvoKate IQ, LLC, a growth and marketing strategy consulting business that specializes in wealth management firms. She joins the show today to share her story of how she broke into the wealth management space. If you feel you are too young or inexperienced to succeed as a financial planner, then this episode is …
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People, Purpose and Progress with Harriet Davis
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In this episode of the NextGen Planners Podcast Amelia talks with founder of Evolve, Harriet Davis. Here they talk about; where you are going wrong with job descriptions, how to manage a team through times of change and how to promote growth. Join our community: www.nextgenplanners.co.uk
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Planners and Wine LIVE at GOWild 2024!
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This year, Meg and Myra had the chance to record a LIVE podcast taping at GOWild Dallas 2024! Link to view the TikTok played during the show: https://drive.google.com/drive/folders/1zT7i-t7RZBNpkfN6PV0ViL3pJ0F28jyx?usp=drive_link Want to check out the Patreon FOR FREE?! JOIN HERE to check out exclusive content and get a taste of the Patreon crew!…
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186: *REPLAY* Design Your Perfect Schedule To Get It All Done in Less Time
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The number one question I got from advisors for YEARS and still get today is, "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and I’m putting in double that!" I feel that on so many levels because that was me early on. And the number one question I got from corporate folks is, "If you could share just ONE thing with adv…
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Investing Smarter with AI with Chris Shuba
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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Chris Shuba from Helios. Here they discuss; how Helios uses AI to create customised investment portfolios, the benefits it can offer financial planners and the challenges and opportunities of using AI in investment management across different regulatory environment…
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Ep. 538: Your primary residence isn't the ultimate investment
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On this week's episode, Kristen, Dame, and Pete, combat a local credit union's assertion that a primary residence is the ultimate wealth generation tool. Needless to say, it's not.Av Pete the Planner
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A timely discussion of what happens as we face down the expiration of the IDR waiver. Will the administration extend it at the last second? We don't know (as of the time of the recording). But one thing is sure: Borrowers can expect seismic shifts as the IDR waiver ends. It's been key to unlocking the forgiveness gates for many, but its flexible co…
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Special Episode: Overview of The 2024 Amplified Planning Externship with Hannah Moore
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Curious about advancing your career in financial planning? Join us as we sit down with Hannah Moore, the mastermind behind the Amplified Planning Externship Program, now in its 5th year. In this episode, Hannah reveals the intricacies of the program, its target audience, and the recent updates. Discover why participants return year after year, as w…
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Solving Life Admin with Fraser Stewart and Gary Stewart
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In this episode of the NextGen Planners Podcast Dan talks to co-founders of Lyfeguard, Fraser Stewart and Gary Stewart. Here they discus the importance of good organisation, working with a digital-first generation and the role of integrations. Join our community: www.nextgenplanners.co.uk
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Event Planners, Give Yourself Permission to Do Something Different
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This episode invites you to do something different in your life, especially if you can sense an imbalance happening that is affecting you. Event planners have no problem understanding burnout and its implications, however, many times when it comes down to making the decisions that are needed to make necessary changes we doubt ourselves. Doing somet…
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185: Ideas to Implement - *Free Download* Client Intel Process
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: *Free Download* Client Intel Process ---------------------- LINKS FROM THIS EPISODE Grab the Client Intel Process PDF Here Learn more about one-…
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The Human Core of Financial Tech with Neil Parker
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In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Neil Parker from PlanHappy Services. In this conversation they talk about, the evolution of financial tech over the past decade, the gaps in traditional financial software and the importance of customisation. Discover the NextGen Planners TechStack ® 👉 nextgenp…
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A WILD experience with VJ of Notiq and Bonnie of Archer & Olive
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This week, Meg and Myra discuss last minute GO Wild tips plus an EXTRA SPECIAL interview with VJ of Notiq and Bonnie of Archer and Olive! Keep up with VJ HERE! Keep up with Bonnie HERE! Want to check out the Patreon FOR FREE?! JOIN HERE to check out exclusive content and get a taste of the Patreon crew! Check out our NEW MERCH HERE! Check us o…
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184: *Free Download* Client Intel Process
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It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰 As advisors, it’s important to take note of even the littlest details yo…
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Ep. 537: Being an executor can't be that hard, can it?
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On this week's episode, Dame and Pete discuss the complexity of being the executor of an estate. Long story short, it's a lot harder than you think it is.Av Pete the Planner
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Roth IRAs are a highly recommended retirement savings option but it’s not all smooth sailing. Student loan repayment, income limitations, and tax filing status can lead you to treacherous waters. Learn the missteps to avoid and how to correct mistakes before they escalate into hefty fines and taxes. Join student loan advisors Meagan McGuire, ChFC®,…
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5 Reasons Why Getting Your CMP Is Important to Your Career
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If you're an event professional that's looking to level up your career, then getting your Certified Meeting Professional Designation, may be the boost that you need. In this episode, Naomi shares 5 reasons why getting your CMP is important to your career. If you're struggling with deciding what your next step should be in your career, then the reas…
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Episode 13 - Emma Abramowicz and Geoff Schwartz
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It was Valentine's Day when we sat down withthree "planning power couples" to talk about that most romantic of topics: city-building. Part 3 of 3 features Emma Abramowicz of ERA Architects andGeoff Schwartz of Altus Group in a chat with host Neil Loewen.
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Episode 12 - Krishtian-Tyler Rampersaud and Humna Khurshid
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It was Valentine's Day when we sat down with three "planning power couples" to talk about that most romantic of topics: city-building. Part 2 of 3 features Krishtian-Tyler Rampersaud of Weston Consulting andHumna Khurshid of Metrolinx in a chat with host Neil Loewen.
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Episode 11 - Stephanie Kwast & David Riley
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It was Valentine's Day when we sat down with three "planning power couples" to talk about that most romantic of topics: city-building. Part 1 of 3 features Stephanie Kwast of Bousfields and David Riley of SGL in a chat with host Neil Loewen.
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Ep #176: Working in Multiple Channels Before Finding the Right Fit with Colton Strawn
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Colton Strawn is a financial advisor with Copperleaf Capital based out of Raleigh, NC. He joins the show today to share how he entered the financial planning profession and ultimately found the right fit for him. If you are starting to think you're in the wrong channel, this episode is for you! Listen in as Colton narrates his journey, from pivotal…
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How finance pros can utilise TikTok with Tom Parkinson
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In this episode of the NextGen Planners Podcast Dan Graham chats with Chartered Financial Planner Tom Parkinson from Heritage Investments. Here they talk about utilising social media, the importance of a personal brand and the process of getting chartered. Join our community: www.nextgenplanners.co.uk…
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This week, Meg and Myra discuss life updates, GO Wild prep, Cowboy Carter review, Honey Boo Boo's Mom steals her money, First Asian Bachelorette, and Erin Condren Life Planner 2024 releases. GOing Wild this year? Be sure to sign up to be at our LIVE PODCAST TAPING on Thursday April 18th and Beyonce' Listening party on Friday April 19th. Check the G…
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How AI could help financial planners access different markets with Alan Gurung
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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan talks with Advisory AI Co founder Alan Gurung. . In this conversation they talk about, how to scale paraplanning in firms using AI, how AI can help with the mundane admin tasks and what it will mean for advisers in the near future. Discover the NextGen Planners TechStack ® 👉 …
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The GO Wild 2024 planner conference is right around the corner! Super exciting stuff, but what are Jess and Mark expecting and how are they getting prepared? 📙 Mentioned GO Wild planner conference information: https://www.gowildconf.com/GO Wild hosts: @WildforPlanners Planner Pals / JCC meet up: https://www.facebook.com/events/929960248659040 or ht…
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It's the last call for the IDR waiver (aka IDR account adjustment). If you’ve listened to this podcast, you probably know what it is — but if you're not sure how the IDR waiver could benefit you, or if you have questions about PSLF, loan consolidation, or income recertification, this episode is for you. I’ll take you back to the beginning of the ID…
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8 Promotions in 7 years at Foster Denovo, a Financial planning career development deep dive with Josie Freeman
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Episode 2 of the Foster Denovo talent partnership series. Click here to see the latest job opportunities with Foster Denovo. Embark on a journey with the remarkable Josie Freeman of Foster Denovo as she shares her ascent from history graduate to financial planning aficionado. Through her story, we uncover the transformative impact of mentorship, st…
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Ep #175: Leading Marines to Leading Financial Planning Meetings with Andy Blacker
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Andy Blacker is an Associate Financial Advisor with Delphinus Financial Advisors, and he joins the show today to discuss how he transitioned to the financial planning profession after 10 years in the Marines. If you are in the military and are considering a career change, this is an episode you won’t want to miss! Listen in as Andy talks about his …
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The Power of Productivity with Matt Jeffery
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In this episode of the NextGen Planners Podcast Amelis chats to Senior Manager at Alpha Matt Jeffery. Here they discussed some easy wins in terms of productivity, how tech fits into this and the specifics around client segmentation. Join our community: www.nextgenplanners.co.uk
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183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer ---------------------- LINKS FROM THIS EPISODE Co…
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The Dept of Education Shifts PSLF Processing from MOHELA: The Real Reason and Borrower Impact
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The Public Service Loan Forgiveness (PSLF) program is undergoing major changes. The government is taking over processing from MOHELA, and a temporary pause is expected in May and June. How will this affect you? First, don’t panic — PSLF isn’t shutting down. The government is simply pausing processing while they transition everything over. But you’l…
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Tech-Human Synergy with Derek Gardiner
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In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Derek Gardiner CTO of Commotion. In this conversation they talk all about significant changes brought about by technology, strategies for businesses to adapt to technological advancements and the concept of building a "network of trust". Discover the NextGen Pl…
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Ep. 536: If only we had avoided these stupid mistakes
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In this week's episode, Kristen and Pete recall the mistakes they made early in their financial lives.Av Pete the Planner
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182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
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Every financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy to execute. In today’s podcast episode, host Libby Greiwe is chatting with guest John Scherer about a super neat value-add experience he offered to his clients—the Legacy Letter. 💌 The goal of this virt…
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Why Most Borrowers Will Get Forgiveness Now (Even Those With Small Balances)
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It sounds shocking, but it’s a reality we can’t ignore — and this isn’t just about folks burdened with 6-figure student loan debts. Now, even if you have a smaller loan balance, you have a path to student loan forgiveness. It’s the new SAVE repayment plan that’s making it possible. Listen in as we explore key factors shifting borrowers away from re…
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Ep #174: Using Your CFP for an Alternative Career Path with Heath Jackson
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Heath Jackson is a Business Consultant and Coach for Financial Advisors based out of San Antonio, TX. He joins the show today to discuss how he uses the skills he developed during his career as a CFP, client advisor, leader, and manager to help financial advisory firms with strategy and execution so they can continue to scale. If you are concerned …
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