EPISODE 72

The Two Grumpy Northerners Reminisce

We gave our lovely members the opportunity to ask us some questions which would be discussed by two of our co-founders Rohan SIvajoti and Adam Carolan in the next NextGen Planners podcast.

They certainly delivered! We got loads of questions through which shows the real passion for this profession from our members.

In this special episode, we go over:

  • Managing Cashflow while trying to grow
  • What we can do to bring and develop more people into the industry
  • Modern views on generating new clients
  • A future financial planning service and ‘intrapreneurship’
  • How to build a financial planning business from scratch
  • Handling the highs and lows

Enjoy.

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