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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: January, 2023
Jan 27, 2023

In the fourth episode of our Advice Stack Sessions, Adam Carolan chats with Laura Pearson from Storeton Rose. 

Here, they discuss Laura's first year of growing a business, what she's enjoyed and the challenges she's faced, and much more! 

Find out more about Advice Stack: https://bit.ly/3WQ5oaf 

Jan 20, 2023

In the third of our Advice Stack Sessions, Adam Carolan chats with Hiren Panchal from Wensons.

Here, they discuss Hiren's journey towards being a business owner, the lessons he learned whilst launching his financial planning business and how people have helped him on the way. 

Find out more about Advice Stack: https://bit.ly/3WQ5oaf 

Jan 13, 2023

In the second of our Advice Stack Sessions, Adam Carolan chats with Dale Kirkpatrick and John Sloan from Modulus Financial Planning. 

Here, they discuss how they have started a financial planning business from scratch, the lessons they've learned and why they decided to go with a network, rather than going directly authorised.

Find out more about Advice Stack: https://bit.ly/3WQ5oaf 

Jan 6, 2023

In the first of our Advice Stack Sessions, Adam Carolan chats with Jon Doyle from Juniper Wealth. 

Here, they discuss how Jon has built a great financial planning business at Juniper Wealth, the lessons he's learned and how he's come to accept that everyone makes mistakes.

Find out more about Advice Stack: https://bit.ly/3WQ5oaf 

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