Ep 13: Words

An episode of the The Financial Purpose Podcast podcast, hosted by Dale Shafer II, CFP®, titled "Ep 13: Words" was published on February 20, 2023 and runs 21 minutes.

February 20, 2023 ·21m · The Financial Purpose Podcast

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Episode Description

It's not just what we say or how we say it... it's also the words we use when doing the saying.

In this episode I discuss the importance of having the same understanding of the words we use, specifically around money and in the advisory relationship.

I also ask the listener the same question I ask in my first meeting a prospective client: if you could describe how you feel about money - today - using only one word, what's the first word that comes to mind?"

Share you word in the comments!

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thefinancialpurpose.substack.com

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