The Power of Analogies with Carol Lenzi
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In this episode, Dan chats with Carol (Kit) Lenzi, who is a CFP Professional and The Financial Analogist from South Africa.\\xa0
Here, they chat about the power of analogies and using them with clients, and also goal-based financial planning and financial wellbeing.\\xa0
Join our community: https://nextgenplanners.co.uk/join-our-community/\\xa0
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