Tune in to hear:

How to keep your clients grounded in the present while making space for dreaming about future possibilities?

Some takeaways from someone who grew up with conflicting money scripts / parental examples

Ways we can become self-aware of detrimental financial habits that we take for granted

Should financial professionals be candid about their personal history and relationship to finance or might this hinder their ability to serve their clients’ interests?

Are financial professionals trending towards a more holistic, personalized approach to wellness?

Ways in which financial professionals can compete with machine learning and AI
www.chaulai.com