NextGen Planners

253 Episodes

1. Sophie Bera on building a Gen Y FP firm for her peers (with guest host Gretchen Betts)

   Published: 4/28/2020
2. Brian Hill on his 90 day plan and being a career changer financial planner

   Published: 4/28/2020
3. Dr Sarah Stanley Fallaw on behavioural change, coaching and Financial Planning

   Published: 4/28/2020
4. Tessa Lee, MD of Moneyinfo on aggregation tools and why financial planners should care

   Published: 4/28/2020
5. Russell Kroeger on working with young professionals and policy based financial planning

   Published: 4/28/2020
6. Gavin Francis on why the Next Generation need to be aware of Social Impact Investing

   Published: 4/28/2020
7. Steve Crawford on building a Financial Planning business for Gen XY in Australia

   Published: 4/28/2020
8. Abraham Okusanya on where he thinks financial planning will go from his unique perspective

   Published: 4/28/2020
9. Phil Young from Hero to Zero and all things Financial Services

   Published: 4/28/2020
10. How Julie Lord and Gretchen Betts teamed up to create a Financial Planning firm for the future

    Published: 4/28/2020
11. Russ Haworth on building building a content marketing strategy within an established FP firm

    Published: 4/28/2020
12. Anthony Villis on building a large lifestyle planning practice

    Published: 4/28/2020
13. Paul Armson on a bright future for Financial Planning IF we step away from the Industry

    Published: 4/28/2020