Sign up to save your podcasts
Or
Share The Power of Analogies with Carol Lenzi
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Power of Analogies with Carol Lenzi
In this episode, Dan chats with Carol (Kit) Lenzi, who is a CFP Professional and The Financial Analogist from South Africa.
Here, they chat about the power of analogies and using them with clients, and also goal-based financial planning and financial wellbeing.
Join our community: https://nextgenplanners.co.uk/join-our-community/
View all episodes
By NextGen Planners
3.5
44 ratings
In this episode, Dan chats with Carol (Kit) Lenzi, who is a CFP Professional and The Financial Analogist from South Africa.
Here, they chat about the power of analogies and using them with clients, and also goal-based financial planning and financial wellbeing.
Join our community: https://nextgenplanners.co.uk/join-our-community/
More shows like NextGen Planners
View all
The Meaningful Money Personal Finance Podcast
85 Listeners
This is Money Podcast
37 Listeners
The Perfect RIA
452 Listeners
AJ Bell Money & Markets
13 Listeners
Sh**ged Married Annoyed
1,249 Listeners
The High Performance Podcast
622 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
9,256 Listeners
Financial Planner Life Podcast
1 Listeners
Adviser 3.0: The Podcast
0 Listeners
TRAP: The Real Adviser Podcast
5 Listeners
Making Money
9 Listeners