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Timestamps:
0:58 - Back from first successful camping trip
4:03 - What does this hierarchy have to do with finance?
6:39 - Looking back on undergrad school
12:37 - Moving up the pyramid
15:27 - Client stories to illustrate this idea
26:12 - Differences between gender
30:21 - Exploring these levels with clients
Contact:
True Wealth Design Website: http://www.truewealthdesign.com/
Call: 855-893-7526
Schedule: http://bit.ly/calltruewealth
4.4
2525 ratings
Timestamps:
0:58 - Back from first successful camping trip
4:03 - What does this hierarchy have to do with finance?
6:39 - Looking back on undergrad school
12:37 - Moving up the pyramid
15:27 - Client stories to illustrate this idea
26:12 - Differences between gender
30:21 - Exploring these levels with clients
Contact:
True Wealth Design Website: http://www.truewealthdesign.com/
Call: 855-893-7526
Schedule: http://bit.ly/calltruewealth
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