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.
In this episode, Adam & Roger go through how they met at the XYPN Conference in Dallas, being a business owner, making mistakes and how his firm have dealt with lockdown.