Cognitive Currency with Dr Kristy Archuleta

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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This episode is 53 minutes long.

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This episode was published on June 30, 2023.

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