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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
  • What is Paul’s background in financial services and his journey
  • What is Paul doing now with financial planning and what is his work
  • Why did Paul setup inspiring advisers and what is it?
  • Tell us the story behind Back2Y
  • What can next gen planners do differently in the future
  • If Paul was a nextgen planner, how would he approach things today
  • What are his go to learning resources for nextgen planners
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