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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

In this podcast, Rohan from NextGen and Mark from USA Financial take a look at how marketing can be done well and done easily by owners of advice firms

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