60. Purpose Over Profit in Financial Planning with Wesley Rowlands

In this episode, I sit down with Wesley Rowlands, partner and advisor at Atikan Wealth Partners, to explore a different approach to financial planning that starts with purpose, not products. With nearly two decades of experience and a deeply personal connection to the impact of money, Wes brings a perspective rooted in both technical expertise and lived experience.We talk about why most advisors start in the wrong place, how his education-first process changes the dynamic with clients, and why redefining risk is critical in today’s world of self-funded, multi-decade retirements. Wes also shares how behavioral finance, vulnerability, and values-based conversations create stronger, more meaningful client relationships.If you are looking to deepen your discovery process or rethink how you guide clients through complex financial decisions, this conversation will challenge you to focus less on tactics and more on understanding the person behind the plan.Connect with us! Marla Sofer on LinkedInKnomeeWesley Rowlands on LinkedIn Atikan Wealth Partners