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Home > NextGen Podcast > Episode 46 – Alan Moore on lessons from over 600 Gen X and Y Financial Planning firms
Podcast: NextGen Podcast
Episode:

Episode 46 – Alan Moore on lessons from over 600 Gen X and Y Financial Planning firms

Category: Business
Duration:
Publish Date: 2018-04-03 00:42:17
Description:

Questions that Adam asks Alan:

  • His background on Financial Planning
  • What his different roles are
  • What the last few years has taught him about the FP market
  • What the stumbling blocks are for FP firms
  • What trends he has noticed
  • Any advice to FP firms

Show Notes

The post Episode 46 – Alan Moore on lessons from over 600 Gen X and Y Financial Planning firms appeared first on NextGen Planners.

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