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7 May 2025 | 4:10 PM - 4:40 PM

Shaping Your Practice Breakout: You can grow your own way

Looking to expand your financial planning practice? Discover six actionable ideas, from leveraging modern media to uncovering future key roles in top firms. Something here can help you grow at your own pace.

Speakers

Director & Chief Revenue Officer

Rohan Sivajoti

Director & Chief Revenue Officer
NextGen Planners