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Today we are joined by Chris Stallings, the CEO, and founder of Abundance LLC. Chris has pioneered a whole-person, whole-family approach to wealth management that goes far beyond traditional financial planning. Drawing on his own family's experience with an advisor who failed to address their legacy concerns, Chris is passionate about helping his clients plan for longevity, navigate unexpected crises, and make major life decisions that extend far beyond their finances.
In this episode, Chris shares his insights on the power of setting boundaries and honoring your schedule to stay present both at work and at home. He also discusses the importance of making clients feel seen, valued, and heard, and how this philosophy has helped him build lasting relationships that extend far beyond the world of finance.
Join us today as we discuss these things:
RESOURCES
Learn more about our guest:
https://www.findabundance.com/
Email: [email protected]
YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA
Get Travis' newest book!
By Dr. Travis Parry4.8
2222 ratings
Today we are joined by Chris Stallings, the CEO, and founder of Abundance LLC. Chris has pioneered a whole-person, whole-family approach to wealth management that goes far beyond traditional financial planning. Drawing on his own family's experience with an advisor who failed to address their legacy concerns, Chris is passionate about helping his clients plan for longevity, navigate unexpected crises, and make major life decisions that extend far beyond their finances.
In this episode, Chris shares his insights on the power of setting boundaries and honoring your schedule to stay present both at work and at home. He also discusses the importance of making clients feel seen, valued, and heard, and how this philosophy has helped him build lasting relationships that extend far beyond the world of finance.
Join us today as we discuss these things:
RESOURCES
Learn more about our guest:
https://www.findabundance.com/
Email: [email protected]
YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA
Get Travis' newest book!