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: <a href= "https://buytickets.at/nextgenplanners/484194">https://buytickets.at/nextgenplanners/484194</a>

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

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: <a href="https://buytickets.at/nextgenplanners/484194" rel="noopener noreferrer">https://buytickets.at/nextgenplanners/484194</a>

Understanding Your Client's Style with Lisa Perry

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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Understanding Your Client's Style with Lisa Perry

Understanding Your Client's Style with Lisa Perry

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