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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 12
Apr 23, 2020

•How Chris started his business
•How Chris charges his clients (including a good story)
•How Chris grew his business and network
•Using professional connections to grow his client base
•How Ovation takes clients through a journey
•Chris’s new project Financial Wellbeing

Apr 23, 2020

•How Gavin became an expert in Social Media
•How Gavin launched his new business in 7 days
•Using Facebook Ads to drive traffic and engage customers
•Managing Social Media accounts
•What kind of marketing to use with Facebook Ads
•How to write content and get your content noticed

Apr 23, 2020

•How did he enter Financial Services
•How did he progress to Managing Director
•What it is like to work within a family business and how Informed Choice market to clients
•Why he decided to setup his own podcast and website
•What is Martin’s Niche and why he chose it

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