NextGen Planners

Advice Stack Sessions: Launching a Financial Planning Business with Dale & John


Listen Later

In the second of our Advice Stack Sessions, Adam Carolan chats with Dale Kirkpatrick and John Sloan from Modulus Financial Planning. 

Here, they discuss how they have started a financial planning business from scratch, the lessons they've learned and why they decided to go with a network, rather than going directly authorised.

Find out more about Advice Stack: https://bit.ly/3WQ5oaf 

...more
View all episodesView all episodes
Download on the App Store

NextGen PlannersBy NextGen Planners

  • 3.5
  • 3.5
  • 3.5
  • 3.5
  • 3.5

3.5

4 ratings


More shows like NextGen Planners

View all
All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,829 Listeners

Parenting Hell with Rob Beckett and Josh Widdicombe by Keep It Light Media / Spotify Studios

Parenting Hell with Rob Beckett and Josh Widdicombe

986 Listeners

Adviser 3.0: The Podcast by Abraham Okusanya

Adviser 3.0: The Podcast

0 Listeners

TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

TRAP: The Real Adviser Podcast

5 Listeners

Bulletproof Entrepreneur by Alan Smith

Bulletproof Entrepreneur

0 Listeners