The Power of Analogies with Carol Lenzi

What this episode covers

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

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Frequently Asked Questions

How long is this episode of The Plannex Podcast?

This episode is 43 minutes long.

When was this The Plannex Podcast episode published?

This episode was published on July 23, 2021.

What is this episode about?

In this episode, Dan chats with Carol (Kit) Lenzi, who is a CFP Professional and The Financial Analogist from South Africa. Here, they chat about the power of analogies and using them with clients, and also goal-based financial planning and...

Can I download this The Plannex Podcast episode?

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