top of page

Episode 196

Cognitive Currency with Dr Kristy Archuleta

Episode 196

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



bottom of page