Entrepreneur James Ashford invests in NextGen Planners, acquiring 10% stake.
- The investment will enhance tools and strategies for financial professionals’ growth.
- NextGen Planners focuses on personal development for financial advisers.
- James Ashford’s involvement is seen as a significant boost to the company’s mission.
- Rohan Sivajoti highlights the emphasis on individuals improving at work.
Entrepreneur, author, and speaker James Ashford has invested in NextGen Planners, taking a 10% stake in the business. This move is anticipated to significantly bolster the firm’s mission, aiming to provide cutting-edge tools and strategies that aid financial professionals in their personal and business development. The specific financial details of this transaction remain undisclosed, yet the impact is expected to be substantial.
The leadership at NextGen Planners views this partnership as a catalyst for progress, enhancing the platform’s capacity to support financial advisers in achieving optimal performance. Rohan Sivajoti, the director and chief revenue officer, emphasised the importance of “people being the best versions of themselves at work in every possible way.” The company is focusing on empowering its community, motivating them towards greater accomplishments in both personal growth and professional excellence.
James Ashford, known for his expertise in pricing software solutions, enters this partnership with a track record of innovative and effective business strategies. His involvement is regarded as a promising development for NextGen Planners, aligning with their forward-thinking approach to growth and development within the financial advisory sector.
This strategic alliance is not just about financial investment but also about infusing fresh perspectives and methodologies into NextGen Planners’ operations. The collaboration is expected to drive the firm towards new heights, enabling it to better serve its community through enhanced services and support.
The alliance between James Ashford and NextGen Planners is set to foster substantial growth and innovation in the financial advisory sector.
