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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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Jan 28, 2022

In this episode, Dan chats with Ray Adams from Niche IFA and CashCalc. Here they discuss the art of simplicity in everything we do, alongside some tips for using cashflow modelling properly and much more! Join our Community: https://www.nextgenplanners.co.uk/join-our-community 

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