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NextGen Planners

Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
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Apr 21, 2023

In this episode, Dan talked to Brendan Frazier, who is the Founder of Wired Planning.

Here, they discussed how to align technical skills with the human side of planning, putting questions in context and the idiosyncratic importance of money.

Join our community: www.nextgenplanners.co.uk

 

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