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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning.Every fortnight, we chat with a guest from the financial planning profession, hearing their stori... more
FAQs about NextGen Planners:How many episodes does NextGen Planners have?The podcast currently has 369 episodes available.
April 28, 2020Tessa Lee, MD of Moneyinfo on aggregation tools and why financial planners should care Tessa's background in Financial Services How Moneyinfo was created and what problem is solves How Moneyinfo see the way the market is evolving How to use aggregation tools as part of the financial planning process What is next for money info ...more47minPlay
April 28, 2020Tessa Lee, MD of Moneyinfo on aggregation tools and why financial planners should care Tessa's background in Financial Services How Moneyinfo was created and what problem is solves How Moneyinfo see the way the market is evolving How to use aggregation tools as part of the financial planning process What is next for money info ...more47minPlay
April 28, 2020Russell Kroeger on working with young professionals and policy based financial planning Russell's background in Financial Planning What he does and who he works with His thoughts on serving younger clients Why he co authored a research paper for the Journal of Financial Planning What is policy based financial planning? ...more52minPlay
April 28, 2020Russell Kroeger on working with young professionals and policy based financial planning Russell's background in Financial Planning What he does and who he works with His thoughts on serving younger clients Why he co authored a research paper for the Journal of Financial Planning What is policy based financial planning? ...more52minPlay
April 28, 2020Gavin Francis on why the Next Generation need to be aware of Social Impact Investing Gavins background and career to date Why he setup Worthstone What is Social Impacting and why should we care Resources for further learning What the trends are in impact investing ...more45minPlay
April 28, 2020Gavin Francis on why the Next Generation need to be aware of Social Impact Investing Gavins background and career to date Why he setup Worthstone What is Social Impacting and why should we care Resources for further learning What the trends are in impact investing ...more45minPlay
April 28, 2020Steve Crawford on building a Financial Planning business for Gen XY in Australia Steve's background and why he setup the firm Cash Flow Management in Australia How he is building his business The way the profession is going in Australia Steve's XY Academy ...more58minPlay
April 28, 2020Steve Crawford on building a Financial Planning business for Gen XY in Australia Steve's background and why he setup the firm Cash Flow Management in Australia How he is building his business The way the profession is going in Australia Steve's XY Academy ...more58minPlay
April 28, 2020Abraham Okusanya on where he thinks financial planning will go from his unique perspective His background and Journey in FS? Why did he start finalytiq and what does it do? His core beliefs when it comes to financial planning and investment management What is timeline and how can it help? His advice to the Next Generation ...more58minPlay
April 28, 2020Abraham Okusanya on where he thinks financial planning will go from his unique perspective His background and Journey in FS? Why did he start finalytiq and what does it do? His core beliefs when it comes to financial planning and investment management What is timeline and how can it help? His advice to the Next Generation ...more58minPlay
FAQs about NextGen Planners:How many episodes does NextGen Planners have?The podcast currently has 369 episodes available.