Ep7: How NextGen Planners are supporting a movement of new-age firms

The AdviserTech Show

Oct 23 2021 • 14 mins

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.

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