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NextGen Planners

NextGen Planners

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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Measure Twice Planners

Cody Garrett, CFP®

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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives into the qualitative side of money. Watch the full conversations, receive CFP® CE credit, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com
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Planners and Wine

Megan and Myra

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Introducing the Planners and Wine Podcast, where every Thursdays, hosts Megan Payne and Myra Powell combine Pop culture, celebrity gossip, creative planning, and sweet wine for a captivating listening experience. Discover the art of effective organization, indulge in entertaining celebrity discussions, and explore social issues. Join us for a podcast that engages your mind, entertains your senses, and inspires positive change. Cheers to planning, gossip, justice, and the pleasures of life! L ...
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Welcome to Aisle Be There For You, the podcast that helps couples with their wedding photography planning with me, William Adwin. I am a New York-based wedding photographer that has photographed several hundred weddings throughout the years. I want to bring all of that experience to you. So take a listen, make sure to follow, and I hope you enjoy!
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PlannersCast!

Iuren Ramiro

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Falamos sobre planejamento estratégico, sobre seres humanos e geramos oportunidades de educação :) Temos uma proposta diferente de modelo de negócio: todo patrocínio - ou ajudará na estruturação do podcast ou ajudará dando acessibilidade a oportunidades de ensino, que serão sorteadas entre membros da comunidade PlannersBR, no Facebook. Isso acontece para que cada vez mais gente tenha acesso à essas oportunidades tanto dentro como fora do eixo Rio-SP. Mais infos dentro do podcast #1 ou no gru ...
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Better Planners Podcast

Oregon Chapter of the American Planning Association

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Brought to you by the Oregon Chapter of the American Planning Association (OAPA), Better Planners is a podcast that delves into in-depth conversations around relevant and timely stories that surround the urban planning realm including the ground-level work of planners, community development advocates, and allied professions. With an emphasis on amplifying the voices and stories of marginalized communities. The episodes will be a resource and guide to provide insights into planning related to ...
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Planners on Purpose Podcast

Naomi Tucker, CMP

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The Planners on Purpose Podcast is created for dedicated and passionate event planners facing burnout yet seeking to elevate their event leadership skills within the dynamic meeting and event industry. Join Naomi for a transformative exploration, she will be your guide to rediscovering your passion and purpose. Learn to navigate the challenges of event planning with renewed focus, reclaim lost time, and align with your personal goals. If you're yearning to reduce stress, enhance your well-be ...
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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Business Planners Podcast

Business Planners Podcast

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The Business Planners with The Prime Enterprise Group are a team of business professionals who assist Entrepreneurs in starting or growing a business through business plan writing, business coaching and educational webinars.
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Have you ever wondered what it is like to work for a firm of Chartered Accountants and Financial Planners, or perhaps you are looking at taking that career path. Our careers series of podcast looks at exactly that as we hear from those that work at Lovewell Blake and their journey's on how they joined the firm to how they have trained, qualified and been promoted! We have also created podcasts about digital accountancy platforms, networking and more. There is something new coming all the tim ...
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So, you want to learn how to become a wedding planner? Breathe a sigh of relief. You’re in the right place. A proven process + supportive community for anyone wondering how to become a wedding planner who gets paid, published + personally fulfilled. Whether you’re in the process of planning a wedding for a friend or family member and are terrified you’ll mess it up—or you’re sick of spending countless hours on the internet stitching together a strategy for your next steps—trust me when I say ...
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Despite COVID-19 challenges, Mount Nittany Health's communications team revitalized corporate culture through enhanced Intranet content, a positive media campaign, and employee recognition programs. Their efforts doubled Intranet engagement, generated over 300 positive media stories, and boosted employee satisfaction, healthcare quality, and recrui…
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Today’s recorded conversation is with special guest, Hannah Moore, CFP®, focused on how she improves the financial planning profession with her generous initiatives. If you’d like to watch the video version and dozens of other interviews, please consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com.…
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Send us a text In this episode of What One Thing, a Smart Meetings podcast, host JT Long, vice president and content director of Smart Meetings, explores essential strategies for ensuring safety in an increasingly risky world. JT welcomes Kevin Coffey, a travel security and meeting risk advisor, who brings decades of expertise from his time as a de…
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In this episode I will be talking about the pros and cons of attending a wedding show/wedding expo as part of your wedding planning. These events can be large scale or a smaller wedding venue-based type of event. After attending these large scale wedding shows as a vendor for many years, I ultimately decided to never do them again. However, I will …
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Have you ever dreamed of writing a book, but found yourself held back by thoughts like: “It sounds too hard.” “I don’t know what I’d write about that hasn’t been done before.” “I’m not really good at writing.” “I don’t even know where to start—or who has the time?” You’re not alone in this. Many of us have the aspiration to write a book but get stu…
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In this episode of That NextGen Planners Podcast, we chat with the awesome Jonathon Jay from Hoxton Wealth. We chat about Hoxton's venture into the UK with Hoxton Wealth, the growth of evidence-based investing, what real financial planning is in Jonathon's opinion, and much more. Join our community: www.nextgenplanners.co.uk…
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This week, Meg and Myra discuss life updates, Love is Blind Season 7, Kendrick Lamar doing Super Bowl Half Time Show, thoughts on Happy Planner's Fall Release, 2025 Planners we've brought so far, Craft Festivals becoming a thing, Journaling on TikTok, and the peak of the Planner Community. Want to check out the Patreon FOR FREE?! ⁠JOIN HERE ⁠to che…
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In this episode I will be giving ten tips, part III, for planning your wedding photography. These are a variety of different things to keep in mind that will help you to have the best experience you can with your wedding photography.โดย William Adwin
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Growing a National Niche Empire - Advisor Success Story with Guest Nick DaughertyLINK FROM THIS SHOW Find out more about Financial Cop Here Conn…
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Who doesn’t love a good underdog story? Everyone loves to see good things happen to good people. Today’s episode is exactly that— but with a healthy dose of takeaways and practical ideas for you as you grow your financial planning business. In this episode, I interview an advisor who started off selling senior trips, became a police officer, and th…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: When Part of Your Business is a Mess Join the Group Coaching Waitlist Here Download the Family Tree Template Here Enroll in The Perfect RIA Mast…
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Ever felt like your business is a mess and you're the only one struggling to keep it together? You’re not alone. Today we are getting really about the mess parts of running a business... and what to do about it. I’ll share three actionable strategies to turn chaos into order, helping you build a business and life you truly love. In this episode we'…
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In this episode I will be giving ten tips, again, for planning your wedding photography. These are a variety of different things to keep in mind that will help you to have the best experience you can with your wedding photography.โดย William Adwin
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In this episode of That NextGen Planners Podcast, we chat with the awesome Nila Mistry, who runs Prosperity Life Planning. We chat about the difference between financial advice and financial planning, how to grow a financial planning business that focuses on life planning, and tips for being a great financial life planner. Join our community: www.n…
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This week, Meg and Myra discuss life updates, DNC 2024 recap, JLo files for divorce on wedding anniversary, Hulk Hogan Biopic canceled, Preview of Happy Planner Fall 2024 release, Kell of a Plan planner release, and full Hobonichi 2024 lineup. Links mentioned in this episode: ⁠Leave us a review on Apple!⁠ ⁠Sign up for Myra's FREE Notion Class!⁠ ⁠Li…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Create a Laser-Focused Marketing Message that Speaks to Your ICA LINKS: Download Your “Laser Focused Marketing Message and ICA” Worksheet Here J…
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Do you want the secret to crafting a LASER-FOCUSED message that speaks right into the heart of your perfect clients? Do you want to be able to read your clients’ minds and deliver an experience that is EXACTLY what they are looking for Understanding these important things about your clients allows you to craft a message that helps you stand out fro…
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John McKeever and Stacey Mueller discuss Froedtert Health's work on psychographic segmentation. With just one year of experience working with the consumer personas they created, the organization has achieved some key learnings and developed a roadmap of use cases and integration opportunities.โดย Society for Healthcare Strategy & Market Development
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Meg and Myra are join by Marie from Edding to discuss Edding's arrival to the US, who they are, and how we can see more of them within the planner community! Be sure to follow us on IG ⁠⁠@Plannersandwine⁠⁠ to get the full details on the Edding x PAW GIVEAWAY! Giveaway will run from Aug 23 - Aug 30 @ 11:59PM EST. More from Edding: Instagram: ⁠⁠@Eddi…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick LINKS FROM THIS EPISODE: Connect with Josh Here Follow Josh on Instag…
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In this episode I will be giving ten tips for planning your wedding photography for your engagement session and wedding day. These are a variety of different things to keep in mind that will help you to have the best experience you can with your wedding photography. Link to the 10 tips here https://photosynthphoto.goodgallery.com/ep3-10-tips.…
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It’s time to stop the chaos in your business and actually start achieving your goals! But where do you start?!? 🤔 In today’s podcast episode, The Efficient Advisor, Libby Greiwe, sits down with Josh Kosnick to discuss a great starting place—implementing an entrepreneurial operating system (EOS). Kosnick is an EOS pro who explores the transformative…
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In this episode of That NextGen Planners Podcast, we chat with Chief Designer at docVinci and Head of Marketing at NextGen Planners, Dan Graham. We chat about lots of topics including building a world class client experience, the importance of brand and standing out, marketing, personal brand, AI and much, much more! 🙌…
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This week Meg and Myra discuss life updates, Starbucks Fall 2024 menu, Cardi B officially announces Baby #3, Squid Games returns, D23 announcement of new Disney movies, Olympics wraps up, The Happy Planner Beetlejuice collab, Notiq new travel folios, Sterling Ink 2025 line up, and planner advent season is here. Want to check out the Patreon FOR FRE…
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Send us a text If an event prof career life is a smorgasbord of hospitality job options, how do you decide what to put on your plate? We asked an award-winning F&B expert. In this episode of What One Thing? host JT Long, VP and content director of Smart Meetings, delves into the fascinating world of food and beverage with Thomas Whelan, director of…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith LINKS FROM THIS EPISODE: Connect with Jo Faith on LinkedIn Here…
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You literally have a hot second (or maybe two if you’re lucky!) to attract clients when they read your website, email, blog, brochure, or newsletter. And if your words are not spot on, you can lose a client before you even have a chance to meet them! In this week’s episode, host Libby Greiwe sits down with copyright guru, Jo Faith, to chat about th…
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In this episode I will be explaining everything involved with finding a wedding photographer that is a perfect match for you. I will discuss the wedding photographers style, approach, what's included in their packages, and much more. This will really help you have the wedding you envisioned! Link to episode notes https://photosynthphoto.goodgallery…
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In this episode, we chat with Valentina Ruffoni, a freelance event manager who is not only redefining herself but also what it means to create unforgettable experiences. Valentina shares her journey of launching "Beyond the Event," a new venture for her, and how her diverse experiences have all led her to this pivotal moment in her career. Key Take…
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In this episode I will be going over a common wedding photography timeline so that you can see all the building blocks of the wedding day from a photography standpoint. I talk about why I budget the time I do for different parts of the wedding photography throughout the day. Link to the timeline here: https://photosynthphoto.goodgallery.com/wedding…
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Shelley and Mary have a second pocket park episode for you all! This one is a shorter episode on a very interesting topic: Offshore Wind Energy. Is there going to be one along the Oregon coast? We talk about how this federal project got to this point, where it is today, and the controversies surrounding the project. Will there be environmental issu…
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Overwhelmed by the drudgery of manual note taking? Looking to enhance productivity by tackling mundane administrative tasks? Searching for a way to leverage the power of AI to transform your workflows? If so, this episode is for you! 🫵 In today’s podcast, The Efficient Advisor host, Libby Greiwe, is joined by Daniel Yoo, founder of FinMate AI, an a…
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This week, Urban is back from vacation and has been rather busy working on FPC Ink. At the time of release, I can already tell you that I regret the things I suggested in this episode. Sponsor: Pen Chalet: Go to Pen Chalet. Click on the Podcast link at the top of the page. Enter the code “2guys”, and take advantage of some amazing deals and a site …
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In this episode of That NextGen Planners Podcast we chat with the award-winning Sean & Vicki from Lightside Financial Planning. Here we chat about about how Sean & Vicki have grown Lightside Financial Planning, the pros and cons of having lots of clients and the lessons they have learned along the way. Join our community: www.nextgenplanners.co.uk…
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Send us a text In this edition of What One Thing?, Smart Meetings chats with IMEX CEO Carina Bauer to discuss the lessons learned from IMEX Frankfurt that will inform IMEX America. Bauer highlights the success of their education program, frank discussions on tough topics and the show’s overall theme of impact.…
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This week, Meg and Myra discuss life updates, Joe Biden drops out of 2024 presidential race, Kamala Harris is running for president, Beyonce' does the opening visuals for the 2024 Olympics, Flava Flav sponsors the USA Olympics women's water polo team, Sweetly Seasoned trying to scam on Keith Lee's name again, Avenger's Doomsday revealed at Comic Co…
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Unlock the secrets to powerful public speaking with renowned coach Deirdre Van Nest! Imagine transforming your presentations and workshops with just a few practical tips—Deirdre's insights promise to do just that. You'll discover how a strategic approach to your speaking engagements can lead to remarkable outcomes, like a 93% conversion rate during…
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Explore how effective leadership skills can improve workforce mental health and well-being, highlighting OhioHealth's Leadership Academy as a successful model for supporting employee well-being and guiding other organizations through change and disruption.โดย Society for Healthcare Strategy & Market Development
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: The Client Experience Cheat Code ------------------------------------------------- LINKS FROM THIS EPISODE: Register for the Systems to Scale Gr…
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It’s been said that Disney is “the happiest place on earth.” Why? Because of their killer customer experience! They know how to knock it out of the park when it comes to serving their clients! ⚾ And, based on their increasing ticket costs…it’s working! As Advisors, our goal is to create a welcoming atmosphere so clients feel valued, known, and sati…
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We have a longer episode for you all this time, but it's a good one! In this episode we discuss the state of housing: how did we get here, what does the future hold, and we interview a few interesting projects happening in Oregon as they try find innovative ways to provide housing in their communities. Want to be a part of the podcast? Send in an e…
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In this episode of That NextGen Planners Podcast hosts Amelia, Taylor and Clara chat with Sarah Elson co-founder of Berry and Oak. Here they dive into detail about; whether awards are fair, what awards should exist and some tips for winning. Join our community: www.nextgenplanners.co.uk
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Send us a text In this episode of the What One Thing? Smart Meetings welcomes Deborah Gardner, a former swimming champion and performance expert known for her competitive mentality and dynamic presentations. Gardner shares her unique journey from crashing weddings to becoming a key figure in the hospitality industry. She emphasizes the importance o…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!” —----------------------------------------------------------------- LIN…
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This week, Meg and Myra discuss life updates, PUBLIC live show, Gypsy Rose pregnant, Cardi B is back with offset, Creator finds out her BFF is her biggest opp, Go vote in November, Plum Paper back to school sale, July planner line up, cozy gaming, and prepping for fall. Join the public YouTube Live: https://youtube.com/live/7eMLKcDOSFQ?feature=shar…
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Hello there! I had the opportunity to sit down with Hilary Blair, MFA from Articulate. We had the opportunity to discuss why and how event leaders struggle with communication. Almost every event professional that I converse with about their high levels of stress shed light on how communicating with clients and leaders only elevate their stress. Wha…
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What if you could transform your financial advising business by focusing on fewer, fiercely loyal clients? 🤔 In today’s episode, The Efficient Advisor, Libby Greiwe, explores how financial advisors can reduce stress by cultivating a dedicated, smaller following rather than chasing widespread recognition. This mindset shift helps to: Prioritize qual…
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American Hospital Association leaders discuss the current Washington, D.C., landscape including implications of the national election, the ongoing advocacy agenda impacting hospitals, grassroots efforts for hospital leaders and staff using storytelling to advance public policy discussions.โดย Society for Healthcare Strategy & Market Development
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