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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.
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Sharon Sutton on her transition to Financial Planning and Client Advisory Boards 0
Apr 28, 2020
  • Her Background in Financial Services and why she setup her own firm
  • How she built a community in the Isle of Man
  • How she setup and leveraged a client advisory board
  • Why she ran for PFS President and her agenda for her year
  • Her thoughts on the future of Financial Planning
  • Why she thinks there aren’t enough Female FPs
  • Her favourite resources
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