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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: Page 1
Alan Moore on lessons from over 600 Gen X and Y Financial Planning firms 0
Apr 28, 2020
  • His background on Financial Planning
  • What his different roles are
  • What the last few years has taught him about the FP market
  • What the stumbling blocks are for FP firms
  • What trends he has noticed
  • Any advice to FP firms
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