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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

•Chris’s background in financial services
•Chris’s view on behavioural finance
•How to engage and build trust with clients
•What work he has been doing all over the world on this topic
•How he sees the future of financial planning going

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