How to Engage the Next Generation with Chloe Moran
In the first episode of 2021, Dan speaks to the multiple award-winning paraplanner Chloe Moran from the multiple award-winning financial planning firm boosst.
They discussed the tips and tricks of producing great award entries, how we can engage with and educate the next generation, and what financial planners can be doing to encourage diversity in our profession.
Subscribe to our mailing list
Become a Member
CPD in a Box, A discount on the annual conference, NextGen Premium content & much more
Get in touch
If you have questions, queries or would like to make a suggestions, please don't hesitate to get in touch with us.