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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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Apr 28, 2020
  • Tell us about your career to date – how did you get in to Financial Services and what was the path?
  • Tell us about Advisors excel – what is it and who do you help?
  • You interview a lot of good guests on your podcast the Elite Advisor Blueprint – What are some of the key takeaways from the guests that you have had.
  • What separates the best advisers from the pack?
  • What advice would you give to a younger adviser starting out in the profession today knowing what you know.
  • What are some good learning sources apart from your podcast to help.
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