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NextGen Planners

Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
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Now displaying: Page 1
Apr 23, 2020
  • How he entered Financial Planning and how he built Bloomsbury
  • How they built a successful team
  • Why he decided to sell and what he is doing now
  • What he looked for in hiring people
  • Advice for engaging younger customers
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