Episode 028

What Adam discusses with Paul:

- What is Paul’s background in financial services and his journey
- What is Paul doing now with financial planning and what is his work
- Why did Paul setup inspiring advisers and what is it?
- Tell us the story behind Back2Y
- What can next gen planners do differently in the future
- If Paul was a nextgen planner, how would he approach things today
- What are his go to learning resources for nextgen planners