NextGen Planners

Goals Change, Values Don't with Santiago Burridge


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In this episode Dan chatted with Santiago Burridge, the co-founder and executive chairman at Lumiant. 

Here they discussed changing the profession, scaling client-centric advice and understanding that you don't have a better product, but you can have a better connection. 

Join our community: www.nextgenplanners.co.uk

 

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NextGen PlannersBy NextGen Planners

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