90: Building A Service Model To Help Clients Align Money & Purpose with Justin Castelli

from The Human Side of Money · host Brendan Frazier

After 18+ years in the industry, Justin Castelli decided to shift his business model away from traditional financial planning. Here’s his quote to explain why: “My clients were planning for the life they were told to live. Not the life they wanted to live.” Too often, our client’s life and money decisions are influenced by … Read More Read More

Episode metadata supplied by the publisher feed · Published Aug 2, 2023

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90: Building A Service Model To Help Clients Align Money & Purpose with Justin Castelli

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