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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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Jason Butler on building a financial planning firm and selling it to his team 0
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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