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.
•How he entered the world of financial advice •Who are Sense and what is their approach •What he sees in successful planners •How he thinks new planners should attract clients •How to leverage unbiased and vouchedfor