Info

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.
RSS Feed
NextGen Planners
2025
April
March
February
January


2024
December
November
October
September
August
July
June
May
April
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
May
April
March
February
January


2020
December
November
October
September
July
June
April


All Episodes
Archives
Now displaying: Page 1
Pete Matthew on building a financial planning business both online and offline 0
Apr 23, 2020

•His career to date and the growth of meaningful money
•How he bought into his existing company
•How he handles prospects from Meaningful Money
•How he manages his time despite running two businesses
•His thought on pulling Financial Planning into 2016
•His experience of the CFP accreditation

0 Comments
Adding comments is not available at this time.
©2024 NextGen Planners