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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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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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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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Smart Start Radio: Bright Ideas from the Meeting Planner’s Toolbox is the latest podcast from Smart Meetings that tackles various issues within the meetings industry from engagement to entrepreneurship and empathy and more! This series is dedicated to the continuing education of event professionals looking to get a leg up in the latest trends within the industry from two hospitality writers who are learning themselves. Join Community Experience Editor Sara Robertson and Multimedia Editor Emi ...
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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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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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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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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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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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Welcome to Your Destination Event Planner Podcast My name is Maria Martinez and I will be talking every Wednesday about how to start, organize and manage your destination wedding so that you have a phenomenal wedding experience. If you are dreaming of a destination wedding, this podcast can clear up many doubts, so I invite you to find a cozy place, your favorite drink and join me to create your dream wedding.
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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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This week, Meg and Myra discuss Patreon changes, the election results, Meg Thee Stallion doc, advent boxes, Beyonce Grammy nominations, and love to Big Sister General. Want to check out the Patreon FOR FREE?! ⁠JOIN HERE ⁠to check out exclusive content and get a taste of the Patreon crew! Check out our NEW MERCH ⁠HERE! ⁠ Check us on TikTok: @Planner…
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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 from Tuesday's podcast: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework ---------…
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Today’s media landscape presents a challenge for health care marketers. The expanding multiscreen landscape has dramatically altered the TV audience experience. For advertisers, this creates troubling impression fragmentation, preventing most campaigns from gathering a critical mass of viewer attention. But there are solutions. We can rein in fragm…
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This week, we sort of rushed through a recording so I (Yvgenii) could go be democratic. Before that though, we talked about certain pen drama of old, inks that look like drinks, and the loss of one of my favorite papers. Oh, Urban is also MacGyver. Sponsor: Pen Chalet: Go to Pen Chalet. Click on the Podcast link at the top of the page. Enter the co…
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Let us know what you think! What do you want to hear about? In this episode of Smart Start Radio, Smart Meetings editors Eming Piansay and Sara Robertson sat down with Jacques Martiquet, the “Party Scientist,” who shares his unique approach to transforming events into high-energy, deeply connected experiences. Discover how event planners can design…
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Today’s recorded interview is with Jackson Larimer, owner of Lemonade Stand Financial, who provides personalized financial coaching to couples & families. If you enjoy this episode, you can watch our full video version and over 60 hours of valuable educational content at MeasureTwicePlanners.com.Oleh Cody Garrett, CFP®
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In this episode of That NextGen Planners Podcast we talk to the brilliant Jo Wall. Here we discuss the challenges of setting up your own business, the distinctions between financial planning and financial coaching as well as some key techniques to strengthen client relationships. Every 2 weeks, we chat to a superstar entrepreneur in the world of fi…
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It’s Week 2 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. In Week 2…it’s all about creating some of my favorite processes. This week we’ll talk about: Building out your …
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This week we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I’ve taken all the big processes and micro processes and have organized …
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This week, Meg and Myra are joined by the patreon peeps to discuss Halloween, Tarte v Swifties, Election updates, Aldi advents, Notiq x Bluesky in target, and Engagement decline in the planner community. Want to check out the Patreon FOR FREE?! ⁠JOIN HERE ⁠to check out exclusive content and get a taste of the Patreon crew! Check out our NEW MERCH ⁠…
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Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New Year’s letter. Really, Libby? A letter is going to make a difference? ABSOLUTELY, but the catch is you have to include the right things. It’s easy for clients to lose sight of all the work you …
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Today’s recorded interview is with John Christianson,, CFP®, owner of Clearstream Planning, who educates and assists individuals and companies in successfully managing the Medicare maze. During our conversation, we’ll discuss health insurance before and after Medicare! If you enjoy this episode, you can watch our full video version and over 60 hour…
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When I was running my practice, I dreamed of having a tax professional who would do actual tax strategy. Like WAY MORE than just getting behind my Roth conversions or more traditional ideas like QCDs, but someone that could actually sit down with my clients and tell them if they should buy their car through their business, tell them what type of en…
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This week, Meg and Myra discuss life updates, Winter Arc, Black Friday sales in October, Plum Paper New Covers, this issue with misinformation, Love is Blind season 7, Spooky Season updates, lack of advents in the planner community, and are planner lineups dead? Thanks to Plum Paper for sponsoring this episode! Shop Plum Paper: https://www.plumpape…
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We’ve all had that day that you were SO BUSY, but at the end of the day looked back and realized that you didn’t actually do or complete any of the major things you needed to do. YET, you felt slammed all day! So here’s the questions we’re going to seek answers to today… How do you ACTUALLY get things done in your time blocks without getting distra…
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Join us as we learn more about the new Executive Director of SHSMD, Evan Williams! Evan is a seasoned association leader and Certified Association Executive (CAE) who has a strong focus on strategic initiatives, fostering innovation and enhancing member engagement. Tune in to learn about what drew Evan to work with SHSMD, what his goals for his fir…
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Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that *real* college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field. In this episode we’ll share insights on: What To Do Beyond Basic Calcul…
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Send us a text On this episode of What One Thing?, JT Long vice president and content director of Smart Meetings sits down with Kate Patay, vice president of global engagement for Terramar, and Thuy Diep senior meeting planner of CWT Meetings & Events to discuss the art of building meaningful connections. Listen in as they explore the differences b…
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Let us know what you think! What do you want to hear about? In this episode of Smart Start, Smart Meetings editors Eming Piansay and Sara Robertson chat with Michael Tennant, founder and CEO of Curiosity Lab, and Naomi Clare Crellin, founder and CEO of Storycraft Lab. These empathy experts have dedicated their careers to helping others embark on th…
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Welcome to another installment of a pocket park episode! In this one, Mary and Shelley discuss all things high speed rail, including the new federal funding to study a potential high speed rail line in the Pacific Northwest. What are the exciting opportunities, but also what are the pitfalls? Is it worth it to be able to go from Portland to Seattle…
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The number one question I got from advisors for YEARS and still get today, is "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and i’m putting in double that!" I feel that on so many levels because that was me early on. In today’s episode I’m going to drill down 16+ years of compressing a billion hours a week into just 2…
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In this episode of That NextGen Planners Podcast we chat with the brilliant Julian Parrott from Ethical Futures. Here we go into detail about why ethical investing in important, what advisers should be paying attention to and how this space has evolved in recent years. Join our community: www.nextgenplanners.co.uk…
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This week, Meg and Myra discuss life updates, IG tried to take us down, Lil Wayne not doing the Super Bowl half time show, CMA's snubbing Beyonce', First Presidential Debate reactions, Taylor Swift endorses Kamala Harris, mindful planning, 2025 planner lineup, Archer and Olive Halloween release, and holiday advent boxes. Links from this episode: Ge…
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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: Complete a Time Study to Boost Productivity Now --------- LINKS FROM THIS EPISODE: Grab your time study template here! Episode with Michael Kitc…
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This week, the guys get really sidetracked by school…or the process of going back to it. Also, this episode was recorded before the news about a particular pen retailer and their unfolding issues emerged. I just forgot to post this episode in a timely manner. Urban and I will probably be discussing it next episode. Sponsor: Pen Chalet: Go to Pen Ch…
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On the podcast this week, we dive into the powerful tool of time studies and how they can help advisors optimize their most valuable resource: time. Ever feel like you’ve been busy all day but have little to show for it? Yep. Me too. Conducting a time study can help you identify where your time is going, eliminate inefficiencies, and create more ba…
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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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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 & Mastermind HERE! Download the Family Tree Template Here Enroll in The Perfect RIA…
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Let us know what you think! What do you want to hear about? In this episode of Smart Start, we kick things off with a conversation with Jack Johnson, Destinations International's chief advocacy officer, regarding the news that Visit Florida removed the LGBTQ+ resource page from their website. Later, editors Eming Piansay and Sara Robertson are join…
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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 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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