In this episode of That NextGen Planners Podcast, we chat with the awesome Nila Mistry, who runs Prosperity Life Planning.

We chat about the difference between financial advice and financial planning, how to grow a financial planning business that focuses on life planning, and tips for being a great financial life planner. 

Join our community: www.nextgenplanners.co.uk

In this episode of That NextGen Planners Podcast, we chat with Chief Designer at docVinci and Head of Marketing at NextGen Planners, Dan Graham.

We chat about lots of topics including building a world class client experience, the importance of brand and standing out, marketing, personal brand, AI and much, much more! 🙌

In this episode of That NextGen Planners Podcast we chat with the award-winning Sean & Vicki from Lightside Financial Planning.

Here we chat about about how Sean & Vicki have grown Lightside Financial Planning, the pros and cons of having lots of clients and the lessons they have learned along the way.

Join our community: www.nextgenplanners.co.uk