In this episode, Dan chats with Yan Swiderski from The Global Returns Project. 

Here, they discuss Symbiotic Wealth Management, what the future of sustainable investing holds for financial planners and getting buy-in for your projects. 

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In this episode, Dan chats with Damien Lardoux and Louisiana Salge from Impact Investing specialists EQ Investors. 

Here, they discuss the future of sustainable investing, how financial planners can talk about it with their clients and also how to build a sustainable investment proposition.

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In this episode, Dan chats with H. Adam Holt from Asset Map in Philadelphia. 

Here, they chat about the traditional financial plan and how presenting it in the old way doesn't work anymore. Plus, they talk about the awesome tool Asset Map, the future of financial planning and much more! 

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