NextGen Planners’ Post

Clients measure value through how we make them feel. Isn’t that something to ponder and reflect on. Isn’t that how we measure most things? You have to listen to my conversation with gary winslow from Asset-Map. Links are in the post below.

PODCAST: Using Tech Smartly in Financial Planning with Adam Owen 💡 In the latest episode of the TechStack ® Podcast, Adam & Francois du Toit CFP® discuss how finance pros can use tech wisely. #financialplanning #financialadvice #nextgen #community #finance #podcast #techstack #technology

Navigating the world of finance is a significant challenge. The Money Metaphors podcast will help you navigate the world of finance. In this podcast, I will explore financial concepts through stories and analogies. Follow along for insights into effective financial management. I want to hear from you. Tell me one thing you’re looking forward to learning from this podcast, below ⬇️ Follow this link to Subscribe Now! https://bit.ly/3QlpXcr #Podcast #ComingSoon #FinancialAdvisors #MoneyMetaphors

PODCAST: Operations Odyssey with Jennifer Ellis🎙️ Amelia Hamilton chats with Jenny from Wellington Wealth all about the work behind the scenes running a financial planning firm💡 They discuss the process of launching a firm, obstacles along the way and how a bake off might be a good interview technique 🤨 Links to listen in the comments 👇 #financialplanning #financialadvice #nextgen #community #finance#podcast #operations

Don’t miss out on the latest episode of The Missional Money Podcast! Read the full article: How to Create a Compelling Financial Plan for Susan ▸ https://lttr.ai/AFNmw #Investing #FinancialSuccess #FinancialPlan #FinancialPlanning #CashFlowManagement

Don’t miss out on the latest episode of The Missional Money Podcast! Read the full article: How to Create a Compelling Financial Plan for Susan ▸ https://lttr.ai/AFNeq #Investing #FinancialSuccess #FinancialPlan #FinancialPlanning #CashFlowManagement

What happens to your shares when moving abroad?  🤔    In this week's Cross-Border Financial Planning podcast, Elliott Parkhouse and Hamzah Shalchi, discuss what expats should consider if they have company shares.      #companyshares #investmenttips #expatfinancialtips #crossborderfinancialplanning    Capital at risk.

Don’t miss out on the latest episode of The Missional Money Podcast! Read the full article: How to Create a Compelling Financial Plan for Susan ▸ https://lttr.ai/AFEj9 #Investing #FinancialSuccess #FinancialPlan #FinancialPlanning #CashFlowManagement

want to find out what hurts a data visualiser's eyes? In our latest podcast, Jeroen Beentjes talks with Casper Plantinga about the various aspects of the management reporting process, and they share some practical tips and tricks. Click here to listen to the podcast! https://bit.ly/3xzrlTa #ForwardFinance #Managementreporting #Finance #Podcast #ExpertInsights #finext

When it comes to increasing your financial knowledge, you aren't limited to just one medium of information. You can attend a class, read a book, or even listen to a podcast. Read our latest blog for our recommendations on how to improve your financial awareness and financial future. https://hubs.la/Q02rwz920 #Podcast #FinancialEducation #FinancialLiteracy #FinancialPlanning #MeristemPrivateWealth