EPISODE · Jun 30, 2023 · 53 MIN
Cognitive Currency with Dr Kristy Archuleta
from The Plannex Podcast · host Plannex
In this episode Dan chatted with Dr Kristy Archuleta, a Professor in Financial Planning and an internationally recognised scholar in the development of financial therapy. Here, they discussed what effective financial planning looks like, understanding clients behaviour and how being therapeutic just means being human. Join our community: www.nextgenplanners.co.uk
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Cognitive Currency with Dr Kristy Archuleta
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