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In this episode, Dan G chats with Dan Haylett from TFP Financial Planning.
Here, they discuss the power of human-focused financial planning and what proper financial planning is, how to use anti-goals with clients, behavioural finance and much more!
Join our community: www.nextgenplanners.co.uk
3.5
44 ratings
In this episode, Dan G chats with Dan Haylett from TFP Financial Planning.
Here, they discuss the power of human-focused financial planning and what proper financial planning is, how to use anti-goals with clients, behavioural finance and much more!
Join our community: www.nextgenplanners.co.uk
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