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NextGen Planners

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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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.
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