NextGen Planners

NextGen Planners

Join us every two weeks as we talk to financial planning experts and entrepreneurs, sharing their stories, insights, and innovative approaches to the industry.

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State of the Adviser Nation with Steve Nelson

49 mins • Apr 4, 2025

Recent Episodes

Apr 4, 2025

State of the Adviser Nation with Steve Nelson

49 mins

Mar 21, 2025

The 'Secret' about Manifesting with Jon Dunckley

40 mins

Mar 7, 2025

Why 50% of Women Aren't Investing in Their Future with Elisabeth Prager

59 mins

Feb 21, 2025

Two-Thirds of Advisers Are Unhappy With Their Providers with Ash Weston

38 mins

Feb 7, 2025

95% of advisers are making this pricing mistake with Karl Dines

46 mins

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