The Power of Analogies with Carol Lenzi

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

Subscribe to our mailing list

Become a Member

CPD in a Box, A discount on the annual conference, NextGen Premium content & much more

Get in touch

If you have questions, queries or would like to make a suggestions, please don't hesitate to get in touch with us.