In this episode, Dan chats with Fairien Azeem, a money coach and behavioural finance specialist from Australia.
Here, they chat about personal relationships with money, the benefits of being a money coach, how to ask great questions and much more.
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In this episode, Dan chats with Keith Thompson and John Winstanley from Clarion Wealth.
They chat about how they established strong values at Clarion Wealth, the role of the Non-Executive Director, the Clarion team's wide range of experience and the future of the profession.
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In this episode, Dan chats with Amy Mullen, who is the President of Money Quotient ®, a support service for financial planners to create stronger client relationships using great questions and research.
Here, they chat about the EQ + IQ = MQ equation that her mother, Carol, created, the importance of client relationships and also how to achieve true wealth.
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