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    Hundreds of global insights from innovative financial planners.

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    Building and forging a close-knit global financial planning community through expert insights from financial planners all around the world.

    Engaging with NextGen clients is vital for society
    • Aug 28, 2020
    • 4 min

    Engaging with NextGen clients is vital for society

    Life isn’t something you can plan
    • Aug 26, 2020
    • 6 min

    Life isn’t something you can plan

    24 quotes from 24 time zones
    • Aug 13, 2020
    • 8 min

    24 quotes from 24 time zones

    You only live once
    • Aug 4, 2020
    • 4 min

    You only live once

    Harnessing self awareness as a superpower at work
    • Jul 28, 2020
    • 5 min

    Harnessing self awareness as a superpower at work

    We’re NextGen Planners – we do things differently
    • Jul 16, 2020
    • 7 min

    We’re NextGen Planners – we do things differently

    Say yes! – My journey from employee to owner 
    • Jul 16, 2020
    • 4 min

    Say yes! – My journey from employee to owner 

    Being Mary Poppins
    • Jul 15, 2020
    • 6 min

    Being Mary Poppins

    Know their why
    • Jul 10, 2020
    • 3 min

    Know their why

    Creating Space: Including the Conversation of Exclusion
    • Jul 10, 2020
    • 5 min

    Creating Space: Including the Conversation of Exclusion

    What I learned chatting to a Malaysian CFP in the middle of the night
    • Jul 8, 2020
    • 2 min

    What I learned chatting to a Malaysian CFP in the middle of the night

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