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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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The Future of Wealth with David Jones & Elliott Poole 0
Nov 19, 2021

In this episode, Dan is joined by David Jones and Elliott Poole from Dimensional Fund Advisors.

Here, they chat about the value of advice, responsible investing, the future wealth transfer and much more!

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