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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 26, 2023

In this episode Dan chatted with Ross Marino a financial planner and Founder and CEO of Advisor2X. 

Here they discussed, using a human first approach, how to adapt to identity changes and financial planning as a therapeutic process. 

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