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: <a href= "https://www.nextgenplanners.co.uk">www.nextgenplanners.co.uk</a>

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

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: <a href="https://www.nextgenplanners.co.uk" rel="noopener noreferrer">www.nextgenplanners.co.uk</a>

Goals Change, Values Don't with Santiago Burridge

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.

Business

Careers

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.

Share Goals Change, Values Don't with Santiago Burridge

Sign up to save your podcasts

Goals Change, Values Don't with Santiago Burridge

Goals Change, Values Don't with Santiago Burridge

More shows like NextGen Planners

TRAP: The Real Adviser Podcast