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

EPISODE · Aug 2, 2023 · 1H 41M

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

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

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How long is this episode of The Human Side of Money?

This episode is 1 hour and 41 minutes long.

When was this The Human Side of Money episode published?

This episode was published on August 2, 2023.

What is this episode about?

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...

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