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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
Apr 28, 2020
  • Tell us about the background to you and your firm
  • Why did you come into Financial Services?
  • What is it you see in the good firms when it comes to marketing their services
  • How is marketing and digital engagement changing
  • What are the new things you are working on at the moment which excite you?
  • What are your go to resources in your area
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