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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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Apr 28, 2020

We start the new series with a bang.

Steve Cockram is an international keynote speaker, author and consultant to some of the worlds leading executives.

He talks to us about how building and running a company in the digital age is fundamentally different to the industrial age.  He talks us through simple frameworks to get you started and how he would lead a financial planning firm for the future.

We promise to bring thought leadership from outside the profession and this doesn’t disappoint.

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