NextGen Planners

NextGen Planners

Join us every two weeks as we talk to financial planning experts and entrepreneurs, sharing their stories, insights, and innovative approaches to the industry.

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Your Myths on ESG Portfolios Debunked with Max Tennant

36 mins • Jun 20, 2025

Recent Episodes

Jun 20, 2025

Your Myths on ESG Portfolios Debunked with Max Tennant

36 mins

May 30, 2025

Money and Millenials with Iona Bain

45 mins

May 16, 2025

TikTok’s Surprising Wealth Demographic with Ian Dempsey

42 mins

Apr 28, 2025

Business Benefits of Inclusion with Charlotte Phillips-Lynn

33 mins

Apr 4, 2025

State of the Adviser Nation with Steve Nelson

49 mins

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