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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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Jul 2, 2021

In this episode, Dan chats with Robert Sofia from Snappy Kraken in the United States.

Here, they chat about marketing for financial planners and how to make your financial planning business stand out in a noisy, forgetful world.

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