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NextGen Planners

Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
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Now displaying: September, 2020
Sep 29, 2020
In this episode, Rohan spoke to Katie Moss, who is the Managing Director of Otium Concierge.
Sep 2, 2020
In this episode, Rohan is joined by Derek Notman from Wisconsin, CFP, Virtual Financial Planner and founder of Conneqtor.
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