Ash Weston sat with the NextGen planners podcast team a few weeks ago to discuss a raft of issues that face advisers when it comes to investment selection and outsourcing.
Risk Profilers
CIP Construction
Social Media Echo Chambers
Aligning client and adviser firm values
‘Evidence-based’ misconceptions and data-cherry picking…
…and much more!
Why not give this 30 minute edition a listen and check out the latest NextGen planners season wherever you get get your podcasts!
Or say to your smart device; “Play the latest NextGen Planners podcast” (we tested it and it works!)