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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
Brett Davidson on the opportunity for the future of financial planning 0
Apr 28, 2020

What we cover in the podcast:

  • Brett's background
  • What Brett thinks about recruiting NextGen Planners
  • How you can be the best at what you do
  • Systems and process for training and development
  • How to get the most out of the Next Generation
  • What Brett thinks the future looks like
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