
Sign up to save your podcasts
Or


Planning requires a significant focus on money and clients expect you to demonstrate your financial expertise. But they also want to find financial purpose and peace-of-mind. That makes their well-being a critical variable. On this Elementality, Reese and Carl discuss why clients are also looking for guidance about issues that financial calculations can't solve.
By Jordan Haines, CFP®4.8
3535 ratings
Planning requires a significant focus on money and clients expect you to demonstrate your financial expertise. But they also want to find financial purpose and peace-of-mind. That makes their well-being a critical variable. On this Elementality, Reese and Carl discuss why clients are also looking for guidance about issues that financial calculations can't solve.

138 Listeners

2,177 Listeners

941 Listeners

744 Listeners

260 Listeners

8,579 Listeners

462 Listeners

244 Listeners

114 Listeners

25 Listeners

135 Listeners

993 Listeners

144 Listeners

15 Listeners

25 Listeners