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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/
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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/
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