Nextgen Planners - Podcast for the future stars of

Things Adam discussed with Bill:Bill’s backgrounds as a financial planner and a business ownerThe current trends in “robo-advice”How financial planners in the US are using technology to leverage businessesHow the Financial Planning software packages work in the USSome more exciting trends he is seeing in the US with tech. Show NotesBill’s site – FPPadBill’s Twitter – https://twitter.com/BillWinterbergIBM Watson – https://www.ibm.com/watson/ 

Show Notes:The Lang Cat – http://www.langcatfinancial.co.uk/Mark Polson Twitter – https://twitter.com/theactualpolsonLang Cat’s Platform Directory – http://www.langcatfinancial.co.uk/platform-directory/   

Things Adam discusses with John:His background in Financial ServicesWhat he sees in successful planners and why he thinks they succeedHow to have great meetings with clients and prospectsWhat younger planners can do to engage with connections and clientsHow he sees the future of financial planning Show Notes:John’s website – http://dashfield.com/John’s webinar – https://app.webinarjam.net/register/24907/42861e28d5People John mentions – George Pransky , Michael NeillJohn’s book recommendation – https://www.amazon.co.uk/d/Books/Invisible-Power-Insight-Principles-Work-Dr-Manning/0996530509

Maccomms website – http://www.maccomms.net/Ellie MacDonald Twitter – https://twitter.com/MacCommsEllie  

Things Adam discussed with CarlCarl’s brilliant story about how he got into financial planningHow he built his career and made key decisionsWhy he decided to leave a big broker dealer and setup a FP practiceHis thoughts about the mindset of entrepreneursHow he sees the future of financial planningShow Notes:Behaviour Gap – https://www.behaviorgap.com/about-carl-richards/The home for Real Financial Advisors – https://www.behaviorgap.com/Carl’s Twitter profile – https://twitter.com/behaviorgap

Things Adam discussed with Chris:Chris’s background in financial servicesChris’s view on behavioural financeHow to engage and build trust with clientsWhat work he has been doing all over the world on this topicHow he sees the future of financial planning going Show Notes:Chris Davies Twitter – https://twitter.com/ChrisatengageModel Office – https://www.model-office.co.uk/Engage Insight – http://engageinsight.co.uk/privacy-statement/engage-change/

Things that Adam talks to Steve about:Steve’s background and how he setup his firm, Smart FinancialHow he views the world of Financial PlanningThe process he takes every client throughHow he has built a teamWhere he sees the business and profession going forward Show Notes:Twitter – https://twitter.com/stevemartincfpSmart Financial – http://www.smartfinancial.co.uk/ 

Things that Rohan discusses with DominicWho does Dominic work withWhat are the skills he believes financial planners needUsing Nerves to your advantageHow to share information effectivelyHis experience of picking a financial planner Show Noteshttps://twitter.com/dominiccolensohttp://www.inflowtraining.com/

Things I discuss with Bridget:How she ended up in Social Media for FSThe trends that she is seeing in Social MediaHer thoughts on how planners can get the most from social mediaHow to engage prospects and introducers digitallyThe work that her firm does Show Notes:Financial Social Media UK – http://financial-socialmedia.co.uk/Bridget’s Twitter profile – https://twitter.com/BridgetFSM

 Things I discuss with Gareth:Why he works 95% with Financial ServicesHow to stand out with your websiteWhat kinds of website attract clientsUsing Google analyticsHow he builds financial planning websitesThe Future of Financial Services and TechnologyHis book recommendation Show Notes:Codepotato Website – https://codepotato.co.uk/Gareth Thompson Twitter – https://twitter.com/cssgarethHow to win friends and influence people – https://www.amazon.co.uk/How-Win-Friends-Influence-People/dp/0091906814

 Things I discuss with Jason:How he entered Financial Planning and how he built BloomsburyHow they built a successful teamWhy he decided to sell and what he is doing nowWhat he looked for in hiring peopleAdvice for engaging younger customers Show Notes:http://www.bloomsburywealth.co.uk/Jason on Twitter – https://twitter.com/jbthewealthmanText to Video Software – http://www.wibbitz.com/AdviceFront – http://www.advicefront.com/

 Things I discuss with Jess:Jess’s background in financial servicesThe current trends she is seeing in the marketThe Supply and demand of younger financial plannersHow a younger person interested in financial planning can get their foot in the doorWhat skills employers are looking for Show Notes:Sandringham Wood – http://www.sandringhamwood.com/Jess Wood’s Twitter – https://twitter.com/SandringhamWdOld Mutual’s Financial Adviser School – https://www.oldmutualwealth.co.uk/globalassets/fas/12476_fas_special_offer_flyer.pdfCitywire Survey 2014 – http://citywire.co.uk/new-model-adviser/news/salary-survey-check-out-who-earns-the-most-in-financial-services/a752281

 Things I discuss with Pete:His career to date and the growth of meaningful moneyHow he bought into his existing companyHow he handles prospects from Meaningful MoneyHow he manages his time despite running two businessesHis thought on pulling Financial Planning into 2016His experience of the CFP accreditation Show Notes:Meaningful Money -http://meaningfulmoney.tv/Michael Hyatt’s ideal week – http://michaelhyatt.com/ideal-week.htmlJackson’s wealth – http://www.jacksonswealth.com/CISI’s CFP – http://www.cisi.org/cisiweb2/cisi-website/study-with-us/financial-planning/certified-financial-planner-certification

 Things I discuss with Jan:His experience of financial advice and advisersWhat is business coaching and how can it help with financial planningAre there easy ways to start with the principles he teachesIs coaching the same as learning selling techniquesHow Jan works with successful advisers/planners Show notes:Homepage: www.quivermanagement.comInterpersonal Skills course description: http://www.quivermanagement.com/leadership-and-management-qualifications/interpersonal-skills-financial-advisers/Open courses venues and dates: http://www.quivermanagement.com/coaching-and-mentoring-training-for-leaders/open-courses/Jan’s book recommendation – https://www.amazon.co.uk/Coaching-Manual-Definitive-Principles-Personal/dp/027374058X

 Things I discuss with Phil:How he entered the world of financial adviceWho are Sense and what is their approachWhat he sees in successful plannersHow he thinks new planners should attract clientsHow to leverage unbiased and vouchedfor Show Notes:Sense Network – http://www.sense-network.co.uk/Phil Bray Twitter – https://twitter.com/philbray73unbiased and VouchedforPhil’s book recommendation – https://www.amazon.co.uk/How-Win-Friends-Influence-People/dp/0091906814

 Things I discuss with Chris:How Chris started his businessHow Chris charges his clients (including a good story)How Chris grew his business and networkUsing professional connections to grow his client baseHow Ovation takes clients through a journeyChris’s new project Financial WellbeingShow Notes:Ovation Finance  – http://www.ovationfinance.co.uk/Twitter – https://twitter.com/ovationchrisFinancial Wellbeing website – http://www.financialwell-being.co.uk/Chris’s Book Recommendation – https://www.amazon.co.uk/Long-Walk-True-Story-Freedom/dp/1845296443

 Things I discuss with Gavin:How Gavin became an expert in Social MediaHow Gavin launched his new business in 7 daysUsing Facebook Ads to drive traffic and engage customersManaging Social Media accountsWhat kind of marketing to use with Facebook AdsHow to write content and get your content noticed  Show Notes:Blue Cliff Media – http://bluecliffmedia.com/Twitter – https://twitter.com/MrGavinBellGavin’s Book Recommendation – https://www.amazon.co.uk/Crush-Time-Cash-Your-Passion/dp/0062295020 

 Things I discuss with Martin:How did he enter Financial ServicesHow did he progress to Managing DirectorWhat it is like to work within a family business and how Informed Choice market to clientsWhy he decided to setup his own podcast and websiteWhat is Martin’s Niche and why he chose it Show Notes:Martin Bamford – http://www.icfp.co.uk/about/your-team/martin-bamford/Twitter – https://twitter.com/martinbamfordMartin’s book recommendation – https://www.amazon.co.uk/Essentialism-Disciplined-Pursuit-Greg-McKeown/dp/0753555166