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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: December, 2024
Christmas Special 0
Dec 20, 2024

It's the Christmas Special of That NextGen Planners Podcast. 

In the episode the hosts reflect on 2024, look forward to Christmas and are joined virtually by some top notch guests sharing some words of wisdom. 

Join our community: www.nextgenplanners.co.uk

Strategy and Substance with Nicola Crosbie 0
Dec 6, 2024

In this episode the gang sit down with financial planner Nicola Crosbie. 

They chat about; the process of getting into advice, bringing on a business strategist and focusing on what matters. 

Join our community: www.nextgenplanners.co.uk

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