In this episode Dan chatted with Ross Marino a financial planner and Founder and CEO of Advisor2X. 

Here they discussed, using a human first approach, how to adapt to identity changes and financial planning as a therapeutic process. 

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In this episode Dan chatted to Dr. Mary Bell Carlson who is a financial behaviour expert, speaker and author. 

Here they discussed stress and emotion around money, understanding different parts of the brain and what money smells like. 

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In this episode Dan chatted to Lesley Li who is the CEO and co-founder of U Impact. 

Here they discussed the emotional side of money, understanding financial education in a creative way and demystifying the world of sustainable investing. 

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In this episode Dan chatted with Santiago Burridge, the co-founder and executive chairman at Lumiant. 

Here they discussed changing the profession, scaling client-centric advice and understanding that you don't have a better product, but you can have a better connection. 

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