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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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Alan Smith on completely altering the course of his FP business 0
Apr 28, 2020
  • Alan’s background and the early days of Capital Asset Management
  • The lessons he learnt from his journey
  • Why he changed course a few years ago
  • What advice he would give to Next Generation Planners
  • Why a niche approach matters
  • What he sees in new talent
  • Alan’s favourite learning sources
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