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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
Apr 23, 2020
  • Why he works 95% with Financial Services
  • How to stand out with your website
  • What kinds of website attract clients
  • Using Google analytics
  • How he builds financial planning websites
  • The Future of Financial Services and Technology
  • His book recommendation
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