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Understanding Your Client's Style with Lisa Perry
In this episode, Dan chats with Lisa Perry from PWH Wealth Group in South Africa.
Here, they chat about Lisa's career in finance so far, how she's using behavioural coaching with her clients and what she will be chatting about at the #NEXTGEN21 Global Conference in June.
Grab tickets for #NEXTGEN21: https://buytickets.at/nextgenplanners/484194
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By NextGen Planners
3.5
44 ratings
In this episode, Dan chats with Lisa Perry from PWH Wealth Group in South Africa.
Here, they chat about Lisa's career in finance so far, how she's using behavioural coaching with her clients and what she will be chatting about at the #NEXTGEN21 Global Conference in June.
Grab tickets for #NEXTGEN21: https://buytickets.at/nextgenplanners/484194
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