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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
Oct 7, 2022

In this episode, Dan chats with Danielle Pearce from Bespoke Wealth. 

They chat about paraplanning as a career and how we can deal with the supply shortage, the future of paraplanning and also the rise in green investing.

Join our community: https://www.nextgenplanners.co.uk/join-our-community 

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