top of page

Episode 094

Surge Meeting with Sam Sloma

Episode 094

In this episode, Rohan chats with Sam Sloma from Engage FS, who appeared on the podcast a few years ago at the very start of his journey as a financial planning business owner.

Here, they catch-up on how things have been, as well as discussing a hot topic at the moment amongst financial planners – surge meetings.



Get in Touch:

Leave us a message and one of our team will be in touch with you shortly.

Untitled design (42).png

Copyright © 2024 NextGen Planners Ltd

  • LinkedIn
  • Instagram
  • Twitter
  • Facebook
  • YouTube
  • Spotify
mediamodifier_image (11).png

Join our Mailing List...

...and receive a free 'great questions' list for financial planners, curated by our members

We promise to only send you things you may be interested in. You can unsubscribe at any time.

bottom of page