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
2024
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
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.

Join our community: https://nextgenplanners.co.uk/join-our-community/

0 Comments
Adding comments is not available at this time.