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Home > NextGen Podcast > NGP #6 – Pete Matthew on building a financial planning business both online and offline
Podcast: NextGen Podcast
Episode:

NGP #6 – Pete Matthew on building a financial planning business both online and offline

Category: Business
Duration: 00:00:00
Publish Date: 2016-08-02 15:21:17
Description:

Things I discuss with Pete:

His career to date and the growth of meaningful money
How he bought into his existing company
How he handles prospects from Meaningful Money
How he manages his time despite running two businesses
His thought on pulling Financial Planning into 2016
His experience of the CFP accreditation

Show Notes:

Meaningful Money –http://meaningfulmoney.tv/
Michael Hyatt s ideal week http://michaelhyatt.com/ideal-week.html
Jackson s wealth http://www.jacksonswealth.com/
CISI s CFP http://www.cisi.org/cisiweb2/cisi-website/study-with-us/financial-planning/certified-financial-planner-certification

The post NGP #6 – Pete Matthew on building a financial planning business both online and offline appeared first on NextGen Planners.

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