On this week’s episode of The Pro Adviser Podcast, in association with Architas, Hannah Godfrey talks to Postcard Planning's Rohan Sivajoti about creating NextGen Planners, and his goal to take financial advice from industry to profession.
Sivajoti is younger than the typical adviser at just 33, but despite its name, his second business NextGen Planners, which he co-founded with fellow adviser Adam Carolan, is not just about getting young planners and paraplanners together. On this week's podcast Sivajoti talks all things NextGen, including why it was founded, how it has evolved in recent years, and how the group pushes to better industry standards, including at times refusing to appear on panel sessions if pannelists are not diverse enough. To hear what Sivajoti has to say in full, please click the link below. ...
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