EPISODE · May 4, 2021 · 45 MIN
Understanding Your Client's Style with Lisa Perry
from The Plannex Podcast · host Plannex
In this episode, Dan chats with Lisa Perry from PWH Wealth Group in South Africa. Here, they chat about Lisa's career in finance so far, how she's using behavioural coaching with her clients and what she will be chatting about at the #NEXTGEN21 Global Conference in June. Grab tickets for #NEXTGEN21: https://buytickets.at/nextgenplanners/484194
Embed this episode
NOW PLAYING
Understanding Your Client's Style with Lisa Perry
0:00
45:16
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of The Plannex Podcast?
This episode is 45 minutes long.
When was this The Plannex Podcast episode published?
This episode was published on May 4, 2021.
Can I download this The Plannex Podcast episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!