Ep7: How NextGen Planners are supporting a movement of new-age firms
- Author
- moneyinfo
- Published
- Sat 23 Oct 2021
- Episode Link
- https://moneyinfo.podbean.com/e/ep7-how-nextgen-planners-are-supporting-a-movement-of-new-age-firms/
In the next episode of AdviserTech Unplugged, moneyinfo's Sim Sangha speaks with Rohan Sivajoti, Founder of NextGen Planners.
Rohan and Sim chat about how NextGen is supporting a movement of new-age firms to put the client at the centre of the advice process.
