NextGen Planners

Alan Smith on completely altering the course of his FP business


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  • Alan’s background and the early days of Capital Asset Management
  • The lessons he learnt from his journey
  • Why he changed course a few years ago
  • What advice he would give to Next Generation Planners
  • Why a niche approach matters
  • What he sees in new talent
  • Alan’s favourite learning sources
...more
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NextGen PlannersBy NextGen Planners

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