Model Office and The Science of Compliance

Science of Compliance Episode 27 NextGen Planners Adam Carolan Director & H/O Strategy


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We were delighted to host Adam and gain insight into his journey within the financial planning profession and learn about the great work NextGen planners are up to in supporting professional growth and development for planner firms. Plus we get to learn Adam's entrepreneurial passion for vegan sweets 🍬 🍭 😃

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Model Office and The Science of ComplianceBy Chris Davies