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NextGen Planners Podcast

Fresh, global insights on financial planning, every week.

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With your hosts:

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Amelia Hamilton

Dan Graham

Dan Graham

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Adam Carolan

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Rohan Sivajoti

Our latest episode:

Our past episodes:

That NextGen Planners Podcast Episode 9

Coaching Conversations with Jo Wall

That NextGen Planners Podcast Episode 8

What Not to Wear with The Hosts

That NextGen Planners Podcast Episode 7

ESG- Before It Was Cool with Julian Parrott

That NextGen Planners Podcast Episode 5

Growing a Life Planning Business

That NextGen Planners Podcast Episode 5

Building an evidence-based business with Jonathon Jay

That NextGen Planners Podcast Episode 4

Scaling Quickly with Sean McDermott and Vicki Langdon

That NextGen Planners Podcast Episode 3

Do Awards Matter? with Sarah Elson

That NextGen Planners Podcast Episode 2

Meet the Hosts with Clara Metcalfe

That NextGen Planners Podcast Episode 1

Meet the Hosts with Taylor Beavis

Tech Stack Show Episode 9

The Human Core of Financial Tech with Neil Parker

Tech Stack Show Episode 8

How AI could help financial planners access different markets with Alan Gurung

Tech Stack Show Episode 7

Tech-Human Synergy with Derek Gardiner

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