We know how disruptive it can be when you lose a member of staff and the cost to the organisation in time and money. We work with business leaders to stabilise their teams, providing the continuity that allows them to realise their plans, as well as helping them sleep better at night. So often your team can be seen as 'not coping' when they feel stressed and overwhelmed. That's why mental fitness is as important as physical fitness, especially as our work environments can be overwhelmingly b ...
…
continue reading
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.
…
continue reading
We're all celebrities in our own worlds. 'Just Meee' celebrates the extraordinary in everyday people who have managed to tough it out and be amazing. We hear from mums, dads, daughters and sons on how they've made it, and make it, through the hazards and highlights of this thing we call life. It's an honour to hear from them and we hope you enjoy their journeys...
…
continue reading
The benefits of spending time in natural environments is far reaching, from relieving stress and depression, to restoring our brain’s ability to think creatively and come up with new ideas.In these podcasts we explore in greater detail the specific benefits of coaching outdoors in natural environments. Speaking with coach practitioners who have been coaching outdoors for many years, as well as specialists in areas such as eco-psychology, biophilia, nature connectedness and many more.We reall ...
…
continue reading
High Trust / Low Context is a podcast that transcends the noise of today's world. Host El Chaco offers a space for high-trust, low-context dialogue, where we skip the small talk to dive deep with experts and thought leaders, exploring topics that build trust and dismantle deceit, and keeping ourselves accountable. Each episode is an oasis of intellectual honesty. Subscribe for conversations that enrich the soul and enlighten the mind. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Heart of Mission is a podcast about God's amazing global mission. The Heart of Mission podcast is packed with valuable global mission conversation that you won't find anywhere else – hear from CMS missionaries, global mission experts, and pastors. Listen in for insightful conversation, talks, panels, live stories and more, all focussing on God's global mission. For a world that knows Jesus.
…
continue reading
1
Why Understanding the Cost of Organisational Conflicts Is Important - David Jefferies
12:28
12:28
Play later
Play later
Lists
Like
Liked
12:28
Thank you for listening! To close our topic on Conflict Resolution, we are joined by David Jefferies who will talk about the detrimental cost to our organisations when we experience organisational conflict! Thank you, David! David is a Consultant Psychologist with over 20 years of experience in his field! He is also the director of Eastern Fraud Fo…
…
continue reading
1
Coaching Outdoors Episode 65 - Leah Davies
49:48
49:48
Play later
Play later
Lists
Like
Liked
49:48
“I describe nature as my co-host, it’s a facilitator in itself… I feel like there’s some sort of ease when I take people outdoors, that I’m not doing it on my own, that I’m in partnership with nature” Leah Davies, a Somatic Life Coach, joins us from Cardiff, Wales, to share her experiences of working with people who have experienced loss. Somatic C…
…
continue reading
1
People, Purpose and Progress with Harriet Davis
41:05
41:05
Play later
Play later
Lists
Like
Liked
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
…
continue reading
1
Josie Sedgwick-Davies (Frizzle) - Do What’s In Your Heart, And What You Love
32:40
32:40
Play later
Play later
Lists
Like
Liked
32:40
If ever there was a reason to do what’s in your heart, regardless of what you are told at school, then this podcast is an absolute MUST! Josie has come from humble beginnings to be the voice and the character that is Frizzle, in the latest Ardman film 'Chicken Run: Dawn of the Nugget'. She’s a wonderfully energetic, positive, and highly creative pe…
…
continue reading
1
Investing Smarter with AI with Chris Shuba
33:11
33:11
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
1
Solving Life Admin with Fraser Stewart and Gary Stewart
53:19
53:19
Play later
Play later
Lists
Like
Liked
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
…
continue reading
1
The Human Core of Financial Tech with Neil Parker
33:55
33:55
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
1
Coaching Outdoors Episode 64 - Raynelle Rino
51:19
51:19
Play later
Play later
Lists
Like
Liked
51:19
“The four element; in a simplified medicine wheel, earth, air, fire and water, are also part of our bodies. We are nature” ~ Raynelle Rino Nature connection lies at the heart of Raynelle Rino’s work from her early career as an ecology field researcher; then grassroots environmental educator and social justice organiser and now nature-based consulta…
…
continue reading
1
How finance pros can utilise TikTok with Tom Parkinson
49:14
49:14
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
1
How AI could help financial planners access different markets with Alan Gurung
28:01
28:01
Play later
Play later
Lists
Like
Liked
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 ® 👉 …
…
continue reading
1
Turning Challenges into Opportunities: The Benefits of Conflict Resolution For Teams - Anke Herrmann
14:16
14:16
Play later
Play later
Lists
Like
Liked
14:16
Thank you for listening! To begin our topic on Conflict Resolution, we are joined by Anke Herrmann who will talk about flipping the challenges of conflicts into opportunities within our teams.Thank you, Anke! Anke brings her background in tech, business and psychology to help coaches and educators with her virtual events and online programmes! She …
…
continue reading
1
The Power of Productivity with Matt Jeffery
36:31
36:31
Play later
Play later
Lists
Like
Liked
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
…
continue reading
1
HTLC 18: Hello My Ragtime, Pal with Foundring
1:53:09
1:53:09
Play later
Play later
Lists
Like
Liked
1:53:09
Join us for a special episode of High Trust / Low Context with El Chaco, as we dive into the world of satire, music, and the enduring legacy of musical satire the likes of the great Tom Lehrer. In this episode, we're joined by the incredibly talented foundring, a musical satirist known for his exceptional skills as the world's best living ragtime p…
…
continue reading
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…
…
continue reading
1
Coaching Outdoors Episode 63 - Ashley Crocker
58:27
58:27
Play later
Play later
Lists
Like
Liked
58:27
"When did our relationship with rain change? We metaphorically played the idea of what it would look like to jump in those puddles, to be free again, to engage with the outdoor space in a childlike way" Ashley Crocker, Humanistic Counsellor and Transformational Coach is a former chef and Forest School Instructor. Self-described Dorset man born and …
…
continue reading
I wish that the world was ‘More Gary’. From humble beginnings to living a mantra of Honesty, Ethics, and Truth, Gary Millar is one of life’s extraordinary people who has learnt that whatever life presents us with we should use those lessons to "Do More and To Be Better, and to Pay It Forward". Extraordinary times call for extraordinary people. Let’…
…
continue reading
1
HTLC 17: It's the End of the World as We Know It...
1:45:59
1:45:59
Play later
Play later
Lists
Like
Liked
1:45:59
Mr. Black returns to discuss prophecies and preparation regarding the end of the world. To support the show and help make a dent in the internet bills (Streamyard), please consider buying some merch from the show's Teespring store at https://hightrustchaco.creator-spring.com/ Please like, share and subscribe, and follow HT/LC on the following platf…
…
continue reading
1
Digital Progress on the Provider Side with Anthony Rafferty
32:48
32:48
Play later
Play later
Lists
Like
Liked
32:48
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Anthony Rafferty, CEO of Origo. In this conversation they talk all about exciting developments in the fintech space, creating solutions to financial planners problems and the future of finance. Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-…
…
continue reading
1
Sleep for Improved Performance of Managers And Leaders in the Workplace - Denise Iordache
16:16
16:16
Play later
Play later
Lists
Like
Liked
16:16
Thank you for listening! To continue our topic, we are joined by Denise Iordache to talk about the relationship between sleep and performance Thank you, Denise! Denise is a Cognitive Behavioural Hypnotherapist and the Founder of JoySpace Therapy. You can find out more about Denise at: https://www.linkedin.com/in/deniseiordache/Come back 𝗘𝗩𝗘𝗥𝗬 𝗪𝗘𝗗𝗡𝗘…
…
continue reading
1
Guiding through Grief with Lou Gladwell and Colin Low
46:26
46:26
Play later
Play later
Lists
Like
Liked
46:26
In this episode of the NextGen Planners Podcast Amelia chats with Lou Gladwell and Colin Low from Kingsfleet Wealth. Here they reflect on the last two years, during which Lou lost her husband Gary, who also worked at Kingsfleet. The conversation offers an in-depth look into how a company can cope with an extremely sad and unexpected crisis, and wha…
…
continue reading
1
Harnessing Technology for Better Financial Planning with Vincent Heys
37:05
37:05
Play later
Play later
Lists
Like
Liked
37:05
In this episode of the NextGen Planners TechStack™ Podcast, host François du Toit talks with Vincent Heys from Wealthstack. They chat about the distinction between "fast money" and "slow money," the importance of engaging clients through technology, and the challenges and opportunities presented by digital advancements in the industry. Discover the…
…
continue reading
1
Coaching Outdoors Episode 62 - Kirsteen Jefferies
43:11
43:11
Play later
Play later
Lists
Like
Liked
43:11
“Horses are prey animals and live as a herd, survival depends on being present and live in the moment.” Meet and listen to Kirsteen Jefferies who is a co-founder of Pebble Associates, based in Derbyshire Dales, near the Peak District. Kirsteen is a professionally trained Equine Facilitated Coach, has a BSC in equine science and is a complimentary t…
…
continue reading
1
Examining the early practical uses of microsoft copilot and how paraplaning could evolve with Katie Cirjack
26:29
26:29
Play later
Play later
Lists
Like
Liked
26:29
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Katie Cirjak from Scale Up Paraplanning in Australia. In this conversation they talk all about early practical uses of Microsoft Copilot, the benefits of creating GPTs and the evolving role of paraplanners. Discover the NextGen Planners TechStack ® 👉 nextgenplanner…
…
continue reading
1
Managers And Leaders: Why Supporting Your Teams' Sleep Is Important - Dr Lindsay Browning
9:53
9:53
Play later
Play later
Lists
Like
Liked
9:53
Thank you for listening! To start our new topic of Sleep, we are joined by Dr. Lindsay Browning to talk about sleep!Thank you Dr. Browning! Dr Browning is a sleep expert, Chartered Psychologist, and best-selling author! You can find out more about Dr Browning on LinkedIn at: https://www.linkedin.com/in/drbrowningsleep/Come back 𝗘𝗩𝗘𝗥𝗬 𝗪𝗘𝗗𝗡𝗘𝗦𝗗𝗔𝗬 for …
…
continue reading
1
Turning 40 and Turning Points with Darren Day
43:07
43:07
Play later
Play later
Lists
Like
Liked
43:07
In this episode Amelia sits down with FInancial Planner Darren Day. Here they talk about the transition from the military to finance, lessons Darren has taken with him and what turning 40 and the future looks like. Join our community: www.nextgenplanners.co.uk
…
continue reading
1
A Futurist's Perspective on Finance and Technology with Charlotte Kemp
33:39
33:39
Play later
Play later
Lists
Like
Liked
33:39
In this episode of the TechStack Podcast brought to you by the NextGen Planners Podcast, host Francois du Toit is joined by Charlotte Kemp, the Futures Alchemist, to explore the fascinating intersection of futurism and financial planning. Charlotte delves into the concept of futures thinking, explaining how adopting a forward-thinking mindset is cr…
…
continue reading
1
Coaching Outdoors Episode 61 - Lindsay Cray
59:19
59:19
Play later
Play later
Lists
Like
Liked
59:19
“My life revolves around being outside, I enjoy everything about it, it’s the space I feel most connected to life!” Meet and listen to Lindsay Cray who is the founder of Integrating Nature, based near Lake Ontario, USA. Lindsay is a professional mental health counsellor and outside clinical based field guide. Developing and delivering progressive s…
…
continue reading
In the episode Amelia talks with Jo Faith, founder of Jo Faith Copywriting. Here they discuss the importance of good website copy, some common mistakes made and Jo gives some brilliant practical tips to upgrade your copy. Join our community: www.nextgenplanners.co,uk
…
continue reading
1
Predicting the Future of Financial Planning with Doug Fritz
29:00
29:00
Play later
Play later
Lists
Like
Liked
29:00
In this episode of the TechStack podcast Adam Carolan talks to Doug Fritz CEO of F2 strategy. Here they talk about AI in WealthTech today, diving into how artificial intelligence is used in UK wealth technology, with real examples. They also talk about the challenges and risks with tech in finance from keeping data safe to making sure AI advice is …
…
continue reading
1
Using Positive Intelligence® for Success as a Manager - Harvey Campos
9:27
9:27
Play later
Play later
Lists
Like
Liked
9:27
Thank you for listening! To continue our topic on Positive Intelligence® for this month, we are joined by Harvey Campos from The Philippines! Thank you, Harvey! Harvey is the President and CEO of Access-Asia: a Coaching and Training Services company, as well as being a Certified Positive Intelligence® Coach! You can find out more about Harvey on Li…
…
continue reading
In this episode Amelia sat down with Director of Plan Works, Sian Davies Cole. Here they talked about the importance of mentoring, the characteristics of a good mentoring relationship and understanding people's individual needs. Join our community: www.nextgenplanners.co.uk
…
continue reading
1
Hyper-Personalisation and Efficiency through AI with Alex Gassner
35:43
35:43
Play later
Play later
Lists
Like
Liked
35:43
In this episode, host Francois du Toit sits down with Alex Gassner from paraplanner.ai to discuss the cutting-edge role of AI in financial planning. Alex shares his extensive experience, starting from his early days in wealth management to his current venture in AI, focusing on how technology can streamline operations, enhance client engagement, an…
…
continue reading
In the episode Amelia talks with Director of Wellington Wealth, Jennifer Ellis. Here they discuss the journey of launching a financial planning firm, the work behind the scenes and lessons learned along the way. Join our community: www.nextgenplanners.co,uk
…
continue reading
1
Coaching Outdoors Episode 60 - Michael Jospe
1:09:14
1:09:14
Play later
Play later
Lists
Like
Liked
1:09:14
“Remember your client is nature. Their brain is nature. Their body is nature. Their development is nature” Michael Jospe, Founder Earth-Based Institute Nature-based coaching trail-blazer Michael Jospe joins us from Boulder, Colorado, a hot-bed of nature coaching. Founder, lead instructor and curriculum writer at the Earth-Based Institute he’s dedic…
…
continue reading
1
Navigating the Digital Wave with David Davies
34:01
34:01
Play later
Play later
Lists
Like
Liked
34:01
In this second episode, Adam Carolan and David Davies delve into the digital transformation sweeping through the financial advice sector. They discuss the increasing role of technology in improving efficiency and client interactions, particularly through the use of digital tools for tasks like meeting note-taking. This technological shift enables a…
…
continue reading
1
How Positive Intelligence® Helps You in Your Role as a Manager - Dominique Fredregill
10:06
10:06
Play later
Play later
Lists
Like
Liked
10:06
Thank you for listening! To begin our topic of Positive Intelligence® for this month, we are joined by Dominique Fredregill from the US!Thank you, Dominique! Dominique is the Owner and Business Coach at Fredregill Professional Development! You can find out more about Dominique at: https://www.linkedin.com/in/dominique-fredregill-business-coach-7759…
…
continue reading
1
Separation Strategies with Daniel Gornall
37:29
37:29
Play later
Play later
Lists
Like
Liked
37:29
In this episode Amelia sits down with Daniel Gornall from Centurion Chartered Financial Planners who is a Financial Planner specialising in divorce and separation. Here they chat about the technical side of divorce planning, the importance of a joined up approach and understanding the mindset of clients. Join our community: www.nextgenplanners.co.u…
…
continue reading
1
Ewen Huffman - Obstacles Hinder and Help Us!
20:54
20:54
Play later
Play later
Lists
Like
Liked
20:54
"But you’ve gotta have faith!” A wonderful saying and a wonderful mantra. Ewen Huffman has faith and spends his time helping many many others find meaning in life’s challenges and opportunities. As the first salaried chaplain in the UK construction industry his congregation are in the thousands at Hinkley Point C in Somerset. This is a wonderful in…
…
continue reading
1
How Saturn are Transforming Meeting Notes with Rohit Vaish and Amal Jolly
30:12
30:12
Play later
Play later
Lists
Like
Liked
30:12
In the VERY FIRST episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Rohit Vaish and Amal Jolly from Saturn AI 🤖 For our first conversation, we’re discussing how meeting notes have progressed over the years, and how AI is shaping the ability to get better meeting notes from clients. The end result is that financial planner…
…
continue reading
1
HTLC 16: We're So Back... with Tab Birt
1:28:45
1:28:45
Play later
Play later
Lists
Like
Liked
1:28:45
Please like, share and subscribe, and follow HT/LC on the following platforms: Telegram - https://t.me/hightrustlowcontext Gab - https://gab.com/ElChaco Discord - https://discord.gg/vvCHrZAY Odysee - https://odysee.com/@HighTrustLowContext:f Rumble - https://rumble.com/c/c-3837894 BitChute - https://www.bitchute.com/channel/QnpV5GyAcONB/ Kick - htt…
…
continue reading
1
HTLC 15: Vince McManhood with Mr. Black
1:31:46
1:31:46
Play later
Play later
Lists
Like
Liked
1:31:46
High Trust / Low Context returns after a brief hiatus to discuss the allegations against Vince McMahon, and implications of his actions as they pertain to powerful men in the world today. Joining the show is Chaco's long-time friend Mr. Black making his podcast debut, in what appears to be the start of a running set of appearances. Chaco and Black …
…
continue reading
1
How Managers Can Set Goals Strategically with their Teams for the Year Ahead - Dr. Virpi Tervonen
12:59
12:59
Play later
Play later
Lists
Like
Liked
12:59
Thank you for listening! To close off our topic of Goal Setting, we are joined by Dr.Virpi Tervonen! Thank you, Virpi! Virpi is an Executive and Mental Fitness Coach joining us from Finland! You can find out more about Virpi at: https://www.linkedin.com/in/virpitervonen/ Come back 𝗘𝗩𝗘𝗥𝗬 𝗪𝗘𝗗𝗡𝗘𝗦𝗗𝗔𝗬 for a 𝗡𝗘𝗪 video about our topic of the month. Clare …
…
continue reading
1
Dinah Liversidge - You Are Enough - You Really Are!
26:30
26:30
Play later
Play later
Lists
Like
Liked
26:30
Dinah’s life has not been easy and many of us would have given up being as determined as she is. But all of Dinah’s life experiences have earned and taught her some of life’s greatest knowledge and secrets. She uses this knowledge and secrets to help others realise that they really are ‘Enough’. Join us on a wonderful journey of life’s secrets, ric…
…
continue reading
In this episode Amelia talks with Laura Ann Moore a financial coach and financial wellbeing speaker. Here they talk about; the benefits of financial coaching, understanding the emotions behind money and how to harness these to reach your goals. Join our community: www.nextgenplanners.co.uk
…
continue reading
1
Goalsetting for Results: The Real Missing Link for Managers - Dave Williams
13:41
13:41
Play later
Play later
Lists
Like
Liked
13:41
Thank you for listening! To continue our new topic of 2024, we are joined by Dave Williams to talk about Goalsetting in the new year!Thank you, Dave! Dave is a #1 Bestselling author, Keynote Speaker, and business strategist! Find out more about Dave: www.linkedin.com/in/%E2%98%85davewilliams%E2%98%85/Come back 𝗘𝗩𝗘𝗥𝗬 𝗪𝗘𝗗𝗡𝗘𝗦𝗗𝗔𝗬 for a 𝗡𝗘𝗪 video about …
…
continue reading
In this podcast Amelia talks to Co-Founder of Planner Pal, Mark Whitcroft. Here they talk about; AI in financial planning, whether it is a threat or opportunity and how financial planners can leverage this. Join our community: www.nextgenplanners.co.uk
…
continue reading
1
Twenty Twenty Fore Planning with Garry Hale
50:28
50:28
Play later
Play later
Lists
Like
Liked
50:28
In this episode Amelia talks to Founder and Director of HK Wealth Garry Hale. Here the chat about: insights from 2023, strategies for a successful 2024 and really getting into the mind of a client. Join our community: www.nextgenplaners.co.uk
…
continue reading
1
Why Goalsetting and Strategic Thinking is Essential for Managers in the New Year - Jon Brooks
9:09
9:09
Play later
Play later
Lists
Like
Liked
9:09
Happy New Year! Thank you for listening! To start of 2024, we are joined by Jon Brooks to talk about Goalsetting in the new year!Thank you, Jon! Jon is the Founder and Pricing Consultant at The Value Advantage. Find out more about Jon on LinkedIn: https://www.linkedin.com/in/jgbrooks/Come back 𝗘𝗩𝗘𝗥𝗬 𝗪𝗘𝗗𝗡𝗘𝗦𝗗𝗔𝗬 for a 𝗡𝗘𝗪 video about our topic of the …
…
continue reading
In this episode Amelia talks to Nitika Vyas, co founder of Aila Money. Here they chatted about; forging a new era of financial guidance, using tech to help close the advice gap and launching new ventures. Join our community: www.nextgenplanners.co.uk
…
continue reading
1
Matthew Norford - NO EXCUSE - Get It Done!
30:53
30:53
Play later
Play later
Lists
Like
Liked
30:53
Matthew has lived a life that many of us can't fathom, yet he has emerged from experiences that are both ordinary and uniquely his own. To have been an active gang member in Manchester and undergone the challenges he faced is remarkable. What's even more incredible is that he now channels that past to support countless others. This podcast isn't fo…
…
continue reading