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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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Now displaying: Page 1
May 27, 2022

In this episode, Dan chats with Phil Courtenay from Humans and Money. 

They discuss the emotional value of advice, how to understand what drives decisions and how to apply all of this to financial planning. 

Join our community: https://bit.ly/3acBedL 

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