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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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May 4, 2021

In this episode, Dan chats with Lisa Perry from PWH Wealth Group in South Africa.

Here, they chat about Lisa's career in finance so far, how she's using behavioural coaching with her clients and what she will be chatting about at the #NEXTGEN21 Global Conference in June.

Grab tickets for #NEXTGEN21: https://buytickets.at/nextgenplanners/484194 

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