Being a NextGen Planner is about your mindset, not age (thankfully!).

Rohan Sivajoti, co-founder of NextGen Planners in the UK, talks about what it means to have that NextGen mindset, upcoming initiatives that may be of interest to you and when you should say yes to everything.

He’s also the founder of Postcard Planning where he’s developed a really creative brand that has turned his clients into ambassadors for the business while they’re on holiday.

Finally, we chat about making it through the tough times in life and Rohan shares why it’s beneficial to talk with a loose acquaintance.

Links, transcript and timestamps at https://innovatingadvice.com/post/episode67.

Three Steps to Identify Opportunities for Innovation in Your Financial Advice/Planning Business

NextGen Planners Mindset and Opportunities with Rohan Sivajoti [Ep67] 42:40 Share

The Innovating Advice Show

Shownotes Transcript

NextGen Planners Mindset and Opportunities with Rohan Sivajoti [Ep67]