55: Infusing Life Into The Financial Planning Process with Tim Maurer
The Human Side of Money - A podcast by Brendan Frazier - Wednesdays
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“The future of financial planning is the infusion of life within it.” – Tim Maurer Most financial advisors do a great job focusing on WHAT clients want to achieve (Goals) and HOW to achieve it (Financial Planning). But the best advice focuses first and foremost on WHY. It focuses on the client’s values, purpose, intentions … Read More Read More
