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NextGen Planners

Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
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Now displaying: Page 1
Apr 23, 2020

•Carl’s brilliant story about how he got into financial planning
•How he built his career and made key decisions
•Why he decided to leave a big broker dealer and setup a FP practice
•His thoughts about the mindset of entrepreneurs
•How he sees the future of financial planning

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