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NextGen Planners

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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May 21, 2021

In this episode, Dan chats with Danika Waddell from Xena Financial Planning in Seattle.

Here, they chat about why Danika launched a virtual financial planning business, what she's doing do increase financial empowerment for all women and what we can do to create a more inclusive society.

Grab tickets for #NEXTGEN21: https://bit.ly/3bK3EcX

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