The Advisor Lab by CION

Episode 126: Creating a Mindful Practice and Attracting Your Ideal Client


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In this episode, we welcome Jonathan DeYoe. Jonathan combines Buddhism, academia, and advisory in a unique practice that focuses on holistic planning and becoming a better investor. The goal is to live a better life, transform relationships with money, and identify a circle of competence that improves outcomes. Sounds like a lot - but Jonathan brings it together in surprisingly tactical ways.

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The Advisor Lab by CIONBy CION Investments

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