In this episode, Dan chats with Stuart Mangion from Blue Ocean Financial Services in Australia. Here, they chat about the importance of streamlining the financial planning process, financial education, coffee cups and how to find the right balance. Enjoy!

In this episode, Dan chats with Stuart Mangion from Blue Ocean Financial Services in Australia. Here, they chat about the importance of streamlining the financial planning process, financial education, coffee cups and how to find the right balance. Enjoy!

How to Streamline Your Process with Stuart Mangion

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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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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How to Streamline Your Process with Stuart Mangion

How to Streamline Your Process with Stuart Mangion

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