Info

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.
RSS Feed
NextGen Planners
2024
April
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
May
April
March
February
January


2020
December
November
October
September
July
June
April


All Episodes
Archives
Now displaying: September, 2020
Concierge Services with Katie Moss 0
Sep 29, 2020
In this episode, Rohan spoke to Katie Moss, who is the Managing Director of Otium Concierge.
Being a Virtual Adviser with Derek Notman 0
Sep 2, 2020
In this episode, Rohan is joined by Derek Notman from Wisconsin, CFP, Virtual Financial Planner and founder of Conneqtor.
1
©2024 NextGen Planners