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In this episode of That NextGen Planners Podcast we chatted with Max Tennant.
Here we discussed; the power of thoughtful client questions, misconceptions about ESG investments and shifting the advice profession’s mindset from “Do Nothing” to “Do Something”.
Join our community: www.nextgenplanners.co.uk
3.5
44 ratings
In this episode of That NextGen Planners Podcast we chatted with Max Tennant.
Here we discussed; the power of thoughtful client questions, misconceptions about ESG investments and shifting the advice profession’s mindset from “Do Nothing” to “Do Something”.
Join our community: www.nextgenplanners.co.uk
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