80: The Golden Circle of Financial Advice: Understanding The Connection Between Goals & Values

from The Human Side of Money · host Brendan Frazier

If you work with people and their money to fund something now or in the future, it’s absolutely crucial that you understand the dynamic between goals and values. Once you can move beyond goals and understand what’s truly important to the person you’re meeting with, everything changes. In fact, once you embrace and internalize this … Read More Read More

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This episode was published on April 21, 2023.

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