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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 20, 2021

In this episode, Dan chats with Lottie Kent from True Financial Design, which is a financial planning firm based in Harrogate.

Here, they have a really interesting discussion about niching and the benefits of it, and why Lottie chose to niche and work with divorced women rather than the wider general public.

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