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Living Without Financial Fear With Justin Castelli
How will a new generation of financial advisors who look beyond numbers and help focus client goals around their passions and values affect planning?
On this episode of the Elementality podcast, Reese Harper welcomes Justin Castelli, Co-Founder at The AGC™. Hear why Justin thinks your advice shouldn't be framed solely around money, but also on what makes a client truly happy.
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By Jordan Haines, CFP®
4.8
3535 ratings
How will a new generation of financial advisors who look beyond numbers and help focus client goals around their passions and values affect planning?
On this episode of the Elementality podcast, Reese Harper welcomes Justin Castelli, Co-Founder at The AGC™. Hear why Justin thinks your advice shouldn't be framed solely around money, but also on what makes a client truly happy.
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