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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
Jul 9, 2021

In this episode, our guest host Ilze Skendere talks to Kate Capocci from Smith & Williamson.

Here, they chat about Kate's specialist area - responsible investing - and how financial planners can talk about it with their clients, and also the future of responsible investing.

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