Best Paraplanning Podcasts (2024)

1
Podcast #83: Purely Paraplanning - The lang Cat’s Steve Nelson on the findings from the recent State of the Advice Nation report 22:34

9d ago22:34

22:34

Are you a paraplanner? Or maybe you’re an adviser or wealth manager who works with paraplanners? If so, this week’s podcast is for you. This week, Sue and Brandon speak to The Lang Cat’s Steve Nelson about their sixth annual State of the Advice Nation report – all about Paraplanning. It’s refreshing to hear such an influential and successful organi…

1
Using Tech Smartly in Financial Planning with Adam Owen 33:47

2d ago33:47

33:47

In this episode of the NextGen Planners TechStack ® Podcast, Francois du Toit chats with Adam Owen. Here they discuss; the ever-evolving landscape of financial planning, the increasing role of AI in content production and the importance of mindful technology use. Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack…

1
Podcast #84: What does the FCA’s Retirement income review mean for advisers? With BNY Investments’ Richard Parkin 20:56

2d ago20:56

20:56

Has your client retirement proposition evolved following the publication of the FCA's thematic review of retirement income advice? In March, the FCA wrote to the Chief Executives of financial advice firms asking them to review their processes when providing retirement income advice. This thematic review has pretty massive implications for the advic…

1
DFM Dynamics with Peter Clark 41:34

7d ago41:34

41:34

In this episode of the NextGen Planners Podcast Amelia talks with the CEO of Bentley Reid, Peter Clark. Here they discuss; the DFM landscape right now, the evolution of client expectations and the role of technology. Join our community: www.nextgenplanners.co.uk

1
Leveraging AI for Business Success: Insights from AI expert Verena Weber 37:32

9d ago37:32

37:32

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Verena Weber, an accomplished consultant with a rich background in statistics and artificial intelligence. Here they talk about the role of AI agents and large language models, the potential of Microsoft's Copilot technology and the balance between human oversight …

1
Future-Proofing Financial Planning with Fintech Expert Jason Pereira 40:05

16d ago40:05

40:05

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Jason Pereira, a visionary in financial planning, regulation, and fintech advocacy in Canada. Here they chat about technological innovations reshaping the financial planning landscape, the potential of artificial intelligence, and the importance of clean, rich data…

1
I&P Podcast #5: Why protection is the key to your clients’ financial resilience, with Lloyds Banking Group’s Rose St. Louis 17:09

16d ago17:09

17:09

On this, the latest Insurance & Protection special edition of our IFA Talk podcast, Sue and Brandon are joined by the highly charismatic and influential voice that is Rose St Louis, Protection Director at Lloyds Banking Group. Their conversation with Rose, formerly a financial adviser herself, is perfect for today’s Consumer Duty landscape. Not onl…

1
Change Manager Olivia Crease on Driving Growth and Innovation at Foster Denovo 27:31

17d ago27:31

27:31

What if navigating the complex world of financial planning could be made simpler and more accessible for everyone? In our latest episode, we sit down with the dynamic Olivia Crease, a change manager at Foster Denovo, to unravel the intricacies of her role in fueling the company’s growth strategy through acquisitions. Olivia shares her journey of en…

1
Is Self Employed The Wrong Way To Fix The Financial Adviser Gap? Rob Atherton Shares Why We Need More Employed Options For Trainee Financial Planners. 1:03:07

18d ago1:03:07

1:03:07

Can the financial planning industry sustain itself without adapting to the needs of new talent? Join us on the Financial Planner Life podcast for a thought-provoking conversation with Rob Atherton as we tackle this urgent question. We start by examining entry-level opportunities and the growing debate between employed and self-employed roles. Both …

1
Embracing ESG in Investing with Clémence Chatelin 42:04

21d ago42:04

42:04

In this episode Amelia chats with Clémence Chatelin, ESG Integration Manager at CCLA. Here they discuss, the development of the ESG landscape, integrating ESG in investing and what's on the horizon. There were a few connection difficulties but the discussion is so interesting you won't want to miss it. Join our community: www.nextgenplanners.co.uk…

1
St James's Place Adviser Academy Update 2024 - A Deep Dive Into Terms 5 & 6 with Gee Foottit 53:23

22d ago53:23

53:23

We are back with Gee Footitt from St James's Place for an update on the SJP Adviser Academy. In this updated episode for 2024, we take a look at some of the changes to the Academy and hyper-focus on terms 5 & 6! where we cover coaching and mentoring and ongoing support for new Financial Advisers and Partners. if you haven't already watched the firs…

1
Networking, Reframing, & Doing Your Own Financial Plan with Arcelia Wicker 44:57

23d ago44:57

44:57

We continue the recent theme of podcast listeners becoming podcast guests as I’m joined by Arcelia Wicker on the episode today. He is a financial planner at Bay Capital Advisors in the Virginia Beach area. We chat about his personal experiences of personal finances and how going through Financial Peace University helped him and his wife get their o…

1
Podcast #82: What have been the main impacts of Consumer Duty on advisers so far? With Benchmark’s Gillian Hepburn 22:37

23d ago22:37

22:37

Sue and Brandon’s guest on this week’s IFA Talk is Gillian Hepburn, Commercial Director of Benchmark, a leading provider of financial planning solutions and a part of the Schroders Group. In this episode, their conversation drills down into why Consumer Duty is about evolution not revolution and also some of the finer points about how the industry …

1
Predicting the future of technology in financial planning with Roger Portnoy 44:41

23d ago44:41

44:41

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Roger Portnoy, the Chief Strategy Advisor for Object Way SPA. In this episode, they discuss the future of innovation in the wealth management sector, the unique challenges of introducing new technology in a trust-oriented and heavily regulated industry and how AI c…

1
Ceri Griffiths - Why I Work With Women Divorcing Multi Millionaire CEO's - Niche Financial Planning. 1:11:10

24d ago1:11:10

1:11:10

This week is a talent partnership special with St James's Place Ever wondered how financial advisers can make a monumental impact on women's lives, particularly those navigating high-stakes divorces? Listen as we sit down with Ceri Griffiths from Willowbrook Financial Planning, who has carved out a unique niche advising women divorcing multi-millio…

1
Why I joined the Financial Planning Profession as Head of Creative for Hoxton Capital - Sam Oakes 11:39

30d ago11:39

11:39

Today is a solo episode with your host Sam Oakes who gives and update in his brand new role at Hoxton Capital Managment as the Head Of Creative. Reach out if you are an adviser interested in joining Hoxton in the UK or abroad. - sam@financialplannerlife.com Be sure to follow financial planner life on YouTube for extra content about a career within …

1
Out-of-this-world Virtual Client Interactions with Panos Leledakis 36:02

1M ago36:02

36:02

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Panos Leledakis, a pioneer in leveraging technology to transform the financial planning and insurance industry. Here they discuss the evolving landscape of technology, the power of AI in content creation and client engagement, and the importance of embracing a …

1
Podcast #81: Should CGT replace IHT? Talking tax fallout after the Spring Budget with Ex-HMRC tax inspector, Gravita’s Tom Adcock 26:21

1M ago26:21

26:21

Sue and Brandon’s guest on the podcast today is Tom Adcock, Tax Partner at Gravita – and a former HMRC tax inspector.By IFA Magazine

1
Paraplanning: Past, Present and Future with Rebecca Tuck 42:12

1M ago42:12

42:12

In this episode Amelia chats with Rebecca Tuck, Financial Planning Operations Manager at Paradigm Norton. Here they talk about the evolution of paraplanning, what the future of paraplanning looks like and what changes need to be made. Join our community: www.nextgenplanners.co.uk

1
Life’s Good - It’s The Disease That’s The Problem. Financial Education Through Personal Tragedy 52:37

1M ago52:37

52:37

When life throws you curveballs, financial foresight can be your greatest ally. Hazel Carter, a retired financial services professional , today shares how she turned tragedy into a mission of education. Hazels shares her husbands Alan's battle with motor neuron disease that strikes at the heart of why financial preparation is so crucial. We talk ab…

1
I&P Podcast #4: What do protection policies mean for your clients? With Beagle Street’s Ryan Griffin 19:42

1M ago19:42

19:42

In this week’s Insurance and Protection special edition of our IFA Talk podcast, Sue and Brandon’s guest is Ryan Griffin. Ryan is Protection Director at dedicated life insurance provider, Beagle Street.By IFA Magazine

1
Transforming the Future of Financial Planning with Chris Davies 31:57

1M ago31:57

31:57

In this episode of the NextGen Planners TechStack ® Podcast Adam Carolan chats with Founder of Model Office Chris Davies. Here they talk about the transformative power of cutting-edge technologies in the financial planning industry, the importance of integrating tech for data analysis and the disruptive potential of technologies like GPT-driven cha…

1
How I cold called my way to £100,000,000 AUM, emotional intelligence and financial planning training with - Paul Taylor 56:55

1M ago56:55

56:55

Join the conversation with Paul Taylor, an expert in financial planning, as we explore the secrets of turning ambitious individuals into top financial advising experts. With his own journey from humble cold-call beginnings to a financial planning powerhouse, Paul's passion lies in mentoring the mavericks of tomorrow. His treasure trove of strategie…

1
Passion, Perseverance, & Pivoting to Career Success with Roland McIntyre 35:31

2M ago35:31

35:31

I’m grateful to have Roland McIntyre on the podcast for this episode. He is an XYPN member and founder of Mountaintop Wealth, his own fee-only RIA where he focuses on serving underrepresented and underserved communities including those in military or public service. We got connected awhile back and after meeting each other at XYPN Live last year, I…

1
Podcast #80: Why MPS providers aren’t all the same - putting the client and adviser outcomes first with 8AM’s Paul Hogg 14:39

1M ago14:39

14:39

Sue and Brandon’s guest this week is Paul Hogg, Head of Distribution at 8AM. 8AM are providers of data-driven investment solutions in the model portfolio space, with a clear evidence and outcomes based focus.By IFA Magazine

1
Balancing Science and Art in Financial Planning with Gary Winslow 32:13

2M ago32:13

32:13

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Gary Winslow, Business Development Director for Asset-Map in the UK. Here they discuss the evolving role of technology in financial planning, the importance of using technology to enhance client interactions rather than replace them and Gary shares insights int…

1
Data Driven Decisions with Jen Lothian 43:15

2M ago43:15

43:15

In this episode of the NextGen Planners Podcast Amelia chats with Jen Lothian CEO and Co-Founder of My Ark. Here they talk about the importance of acquiring the right data, the necessity of seeing data in context and how tech that can help with this. Join our community: www.nextgenplanners.co.uk

1
Podcast #79: Is it time to rethink property funds? With Gravis’ Matthew Norris 15:42

2M ago15:42

15:42

In this conversation with Sue and Brandon, Matthew Norris, Head of Real Estate Securities and adviser to the VT Gravis Digital Infrastructure Income and VT Gravis UK Listed Property strategies at Gravis, drills down into exactly how it’s changed, into why it’s no longer about offices and shopping centres. As he explains, it’s now all about next gen…

1
Apprenticeship v University, Early Financial Planning career development at Foster Denovo with Ryan Edwards 31:08

2M ago31:08

31:08

Ever wondered how a young professional scales the heights of the financial planning industry? Ryan Edwards, Client Relationship Manager at Foster Denovo, joins us to share the riveting tale of his career ascent. Ryan's story is one of bold choices and strategic connections. With an apprenticeship that catapulted him into the fast-paced finance sect…

1
From AI to Client Portals with Danni Le Grande 32:49

2M ago32:49

32:49

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Head of Consulting at Finura Group Danni Le Grande Here they discuss; the integration of advanced technology in advice platforms, the burgeoning use of client portals for improved cybersecurity, and the challenges and opportunities presented by technology. Discover…

1
Tech-Driven Efficiency with George Cooper 46:37

2M ago46:37

46:37

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

1
M&P Podcast #8: The importance of having a survey when buying property with Matthew Cumber 14:32

2M ago14:32

14:32

Our guest on this week’s special Mortgage and Property edition of IFA Talk is Matthew Cumber, MD of Countrywide Surveying. Countrywide are one of the largest surveyors in the UK with around 500 employed surveyors on the team. Tune in to hear Matthew explaining in detail to Sue and Brandon all about the different types of survey that buyers can choo…

1
Putting advice in the palm of the client with John Mason 34:54

2M ago34:54

34:54

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…

1
People, Purpose and Progress with Harriet Davis 41:05

2M ago41:05

41:05

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

1
Podcast #78: Is now the time for more defensive assets within an investment strategy? with Ninety One’s Jason Borbora-Sheen 15:24

2M ago15:24

15:24

In today’s podcast, Sue and Brandon thought it was the ideal time to talk about defensive assets and find out where there might be some decent investment opportunities for those looking to diversify their portfolios just now. This week’s guest– a friend of the podcast as this is his third time on IFA Talk - is Jason Borbora Sheen, Diversified Incom…

1
Investing Smarter with AI with Chris Shuba 33:11

2M ago33:11

33:11

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…

1
Solving Life Admin with Fraser Stewart and Gary Stewart 53:19

2M ago53:19

53:19

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

1
From the Army to the Wirehouse World to RIA with Amy King 39:05

2M ago39:05

39:05

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…

1
I&P Podcast #3: Family Income Benefit – an under-advised protection product with Shelley Read, Royal London 16:08

2M ago16:08

16:08

Shelley Read, Senior Protection Technical Manager at Royal London joins Jenny and Brandon to give our listeners all they need to know about FIB. As well as highlighting what types of clients could benefit from having conversations around this type of protection which should help advisers identify opportunities to help those most in need.…

1
The Human Core of Financial Tech with Neil Parker 33:55

2M ago33:55

33:55

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…

1
How finance pros can utilise TikTok with Tom Parkinson 49:14

3M ago49:14

49:14

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…

1
How AI could help financial planners access different markets with Alan Gurung 28:01

3M ago28:01

28:01

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 ® 👉 …

1
M&P Podcast #7: Why the green agenda is important to the housing market with Coventry’s Jonathan Stinton 13:36

3M ago13:36

13:36

Back for his second visit to the IFA Talk Studio, our guest this week is Jonathan Stinton, Head of Intermediary Relationships at Coventry Building Society. Coventry has recently produced an influential report entitled “Beyond the Bricks” which looks in detail at what a green housing market really would look like. It’s an interesting conversation an…

1
What happens after the St James's Place Academy? My 3rd year as a Financial Planner - Natasha Percy-Baxter 1:29:44

3M ago1:29:44

1:29:44

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 …

1
8 Promotions in 7 years at Foster Denovo, a Financial planning career development deep dive with Josie Freeman 57:18

3M ago57:18

57:18

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…

1
The Power of Productivity with Matt Jeffery 36:31

3M ago36:31

36:31

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

1
Tech-Human Synergy with Derek Gardiner 37:48

3M ago37:48

37:48

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…

1
Podcast #77: Later-life finance options for clients. With Standard Life Home Finance’s Kay Westgarth 13:57

3M ago13:57

13:57

Helping older clients to raise finance is becoming an increasingly important part of the advice process. Our guest on IFA Talk today is Kay Westgarth, Sales Director at Standard Life Home Finance. Kay is highly experienced in this area and is keen to raise awareness amongst advisers of the range of later life finance options for the over-55s.…

1
Redefining Financial Planning Through Diversity and Education with Guest Phoebe Ellis 52:42

3M ago52:42

52:42

Charlie Scott is joined by Phoebe Ellis, the remarkable Rising Star of 2023 from the Women in Finance Awards and Client Relationship Manager at First Wealth, graces our podcast with her vibrant journey from the world of PE and art to the financial sector. Her path, influenced by personal connections and a drive for inclusivity, echoes throughout ou…

1
M&P Podcast #6 Sustainability special: How can retrofitting shake up the mortgage market? With Mike Lindsay-Bailey and Thomas Farquhar 16:21

3M ago16:21

16:21

In this eco-friendly edition of our IFA Talk Mortgage and Property special podcast, Sue and Brandon have two great guests to share their knowledge and insight about retrofitting homes and installing energy-saving tech – and the financing of such projects.By IFA Magazine

Podcasts Worth a Listen

Paraplanning Podcasts

Podcasts Worth a Listen

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