DiscoverNextGen PlannersHow to Streamline Your Process with Stuart Mangion
How to Streamline Your Process with Stuart Mangion

How to Streamline Your Process with Stuart Mangion

Update: 2021-02-19
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In this episode, Dan chats with Stuart Mangion from Blue Ocean Financial Services in Australia.

Here, they chat about the importance of streamlining the financial planning process, financial education, coffee cups and how to find the right balance. 

Enjoy!

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How to Streamline Your Process with Stuart Mangion

How to Streamline Your Process with Stuart Mangion