How to Streamline Your Process with Stuart Mangion - podcast episode cover

How to Streamline Your Process with Stuart Mangion

Feb 19, 202156 min
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Episode description

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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