NextGen Planners Adviser Lounge

5 things we should focus on to build trust and bridge the succession gap

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Harnessing self awareness as a superpower at work

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6 ways to generate new enquiries when you don’t control your company’s marketing strategy

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How the local supermarket ruined my perfect process

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3 reasons why Google Reviews are more important for financial planners than any other profession

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Pension Transfers - The good, bad and ugly

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We’re NextGen Planners – we do things differently

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Say yes! – My journey from employee to owner 

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The Annual Review is outdated

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