NextGen Planners has launched Advice Stack, a new programme for financial planning firms that aims to provide small financial planning businesses with resources to accelerate growth.
This virtual platform provides business owners with the resources, templates, discounts, and support for growing and scaling their businesses, according to the company born out of an adviser community. "We're hugely excited to launch this service and it is something that we've been working on for a long time now," said head of innovation Rohan Sivajoti(pictured), who added the aim of Advice Stack was to give business owners and their teams a place to go for help with scaling their businesses. The service will be embedded into the NextGen Planners online community platform and private ...
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