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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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Feb 25, 2022

In this episode, Dan chats with Yan Swiderski from The Global Returns Project. 

Here, they discuss Symbiotic Wealth Management, what the future of sustainable investing holds for financial planners and getting buy-in for your projects. 

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

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