55: Infusing Life Into The Financial Planning Process with Tim Maurer

from The Human Side of Money · host Brendan Frazier

Most financial advisors do a great job focusing on WHAT clients want to achieve (Goals) and HOW to achieve it (Financial Planning). But the best advice focuses first and foremost on WHY. It focuses on the client’s values, purpose, intentions (what’s truly most important in their lives). And everything flows from there. A financial plan … Read More Read More

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This episode was published on July 20, 2022.

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