NextGen Planners

Jason Butler on building a financial planning firm and selling it to his team


Listen Later

  • How he entered Financial Planning and how he built Bloomsbury
  • How they built a successful team
  • Why he decided to sell and what he is doing now
  • What he looked for in hiring people
  • Advice for engaging younger customers
...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

9,844 Listeners

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

Parenting Hell with Rob Beckett and Josh Widdicombe

981 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

4 Listeners

Bulletproof Entrepreneur by Alan Smith

Bulletproof Entrepreneur

0 Listeners