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NextGen Planners

Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
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Now displaying: Page 1
Apr 23, 2020

•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

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