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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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John Dashfield on having the right mindset to build client trust 0
Apr 23, 2020
  • His background in Financial Services
  • What he sees in successful planners and why he thinks they succeed
  • How to have great meetings with clients and prospects
  • What younger planners can do to engage with connections and clients
  • How he sees the future of financial planning
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