Join David Murdoch, principal advisor at Paxton Bridge and pioneer of wealth activism, as he delves into the transformative power of understanding core values in wealth planning.

Discover how a unique process involving 15 value cards can help couples and families uncover what truly matters to them, leading to more meaningful financial decisions and improved communication.

This episode sheds light on value-based advising, highlighting its evolving role in the financial profession and its impact on multi-generational wealth. Learn how aligning wealth with values can create a lasting, positive impact on your life and those around you.

You can get in contact with David Murdoch on LinkedIn https://www.linkedin.com/in/davidsmurdoch/

Or you can reach out to Paxton Bridge

https://www.linkedin.com/company/paxton-bridge/

https://paxtonbridge.com/

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This podcast has been produced by: https://podcastsdoneforyou.online

In this episode of the Activate Your Wealth Podcast, David shares the origins and principles of Paxton Bridge, detailing how the firm has approached financial services over the past 15 years. They discuss the concept of wealth activism, which goes beyond traditional wealth management to focus on how clients can use their financial resources to build lasting legacies and achieve personal fulfillment. Key topics include the importance of personal relationships, the emotional aspects of financial decisions, and the significance of intergenerational wealth and values. The conversation also delves into how wealth activism helps clients align their financial decisions with their life goals and values, encouraging proactive and conscious use of wealth.

You can get in contact with David Murdoch on LinkedIn https://www.linkedin.com/in/davidsmurdoch/

Or you can reach out to Paxton Bridge

https://www.linkedin.com/company/paxton-bridge/

https://paxtonbridge.com/

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This podcast has been produced by: https://podcastsdoneforyou.online