NextGen Planners

Building Tomorrow's Business with Penny Phillips


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In this episode, Dan chats with Penny Phillips from Thrivos Consulting in New York. 

Here, that discuss how to launch a business, the biggest challenges that financial planning business owners face, and how to become a leader in your financial planning business.

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

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NextGen PlannersBy NextGen Planners

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