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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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Mar 9, 2021

In the next episode of our Blast Off Series, Rohan speaks to Lisa Johnstone from VWM Wealth in Scotland. 

Here, they discuss how Lisa was involved in a successful succession plan and a few of Lisa's tips on running a thriving financial planning firm.

Find out more about Blast Off: https://nextgenplanners.co.uk/blast-off/

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