In this episode, Dan chats with Gavin Brown from The University of Liverpool and Matthew Buck from Winterbar Associates.
Here, they have a balanced discussion on the future of Cryptocurrency in the Financial Planning Profession, the future of blockchain, a teaser about a new Cryptocurrency fund, and much more!
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DISCLAIMER: None of the opinions or views stated on this episode should be viewed as a personal recommendation. Any personal recommendations should also be provided by a regulated financial adviser.
In this episode, Dan chats with Lauren Stansell, who is a CFP® at Yeske Buie in the US.
Here, they discuss Lauren's work with helping people live their BIG lives, the power of discovery meetings, her work at FPA NexGen in the USA and much more!
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In this episode, Dan chats with Dominika Sieradzka-MacCuirc from RIE Solutions.
Here, they discuss the power of culture in a financial planning business, how to create one, and the rise of practice managers in our profession.
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In this episode, Dan chats with Yesenia Realejo from Tobias Financial Advisors in Plantation, Florida.
Here, we hear about the type of clients that Yesenia works with and what challenges they face every day, the rise of 'Flexible' Financial Planning, and Yesenia's work with the next generation.
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