Coaching Conversations with Jo Wall episode artwork

EPISODE · Oct 25, 2024 · 43 MIN

Coaching Conversations with Jo Wall

from The Plannex Podcast · host Plannex

In this episode of That NextGen Planners Podcast we talk to the brilliant Jo Wall. Here we discuss the challenges of setting up your own business, the distinctions between financial planning and financial coaching as well as some key techniques to strengthen client relationships. Every 2 weeks, we chat to a superstar entrepreneur in the world of financial planning, to hear their stories and gain insights on how to launch a successful financial planning business.

In this episode of That NextGen Planners Podcast we talk to the brilliant Jo Wall. Here we discuss the challenges of setting up your own business, the distinctions between financial planning and financial coaching as well as some key techniques to strengthen client relationships. Every 2 weeks, we chat to a superstar entrepreneur in the world of financial planning, to hear their stories and gain insights on how to launch a successful financial planning business.

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Coaching Conversations with Jo Wall

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This episode is 43 minutes long.

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This episode was published on October 25, 2024.

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In this episode of That NextGen Planners Podcast we talk to the brilliant Jo Wall. Here we discuss the challenges of setting up your own business, the distinctions between financial planning and financial coaching as well as some key techniques to...

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