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Nextgen Planners

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Recent Episodes

Episode 69 - Rob Stevenson on positioning yourself as a future owner of a financial planning business
In this episode Rohan speaks to Rob Stevenson founder of Kingmakers.This episode covers everything from financing your business, positioning yourself as a future owner of a financial planning practic
Episode 68 – Phillip Calvert on how to use tried and tested techniques to drive referrals to your financial planning business
In this episode, we talk to Phil Calvert marketing consultant, founder of LifeTalk (one of the largest communities in financial planning) and also an international speaker on the power of social med
Episode 67 - Marianne Page on building systems, processes and culture within your firm
We are delighted to be joined by 3 time author, speaker and expert on all things systemisation, Marianne Page aka the system jedi.Marianne talks us through the various stages businesses go through wh
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Podcast Details
Jan 26th, 2016
Latest Episode
Sep 15th, 2019
Release Period
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