December 05, 2024

Breanna Blaney (Live at Future Proof)

26 minutes

Tune in to hear:

What does Dimensional see about the future of the industry that encouraged them to launch something like ‘Life Invested.’
Why does a “human first” investment model have the power to endure in a way that other investment models, such as those centered around sales, have not?
How can we give the “human first” approach more definitional clarity for those who are new to the concept?
What would Breanna say to those advisors who are nervous they are going to open a “Pandora’s Box of emotion” when they become more vulnerable with their clients?
As someone who does a lot of self-reflection, what advice does Breanna have for advisors who want to use the things that we are discussing today as a window onto self-improvement?

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Compliance Code: 3061-OAS-11/27/2024

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By Dr. Daniel Crosby

4.8

157157 ratings

December 05, 2024

26 minutes

Tune in to hear:

What does Dimensional see about the future of the industry that encouraged them to launch something like ‘Life Invested.’
Why does a “human first” investment model have the power to endure in a way that other investment models, such as those centered around sales, have not?
How can we give the “human first” approach more definitional clarity for those who are new to the concept?
What would Breanna say to those advisors who are nervous they are going to open a “Pandora’s Box of emotion” when they become more vulnerable with their clients?
As someone who does a lot of self-reflection, what advice does Breanna have for advisors who want to use the things that we are discussing today as a window onto self-improvement?

Links