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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 27, 2021

In this episode, Dan chats with Nicola Beswick, a financial planner from Melbourne, Australia.

Here, they discuss Nicola's career change into financial planning, how she has built her personal brand, and what being a confidante for her client truly means.

Grab tickets for the #NEXTGEN21 Conference: https://bit.ly/3npa6dY

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