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Money and Moral Conflicts With David Dodd
As the industry shifts towards more value-based advice, to really understand your clients, you need to understand what motivates them.On this episode of the Elementality podcast, Reese Harper and David Dodd, of The Other 90 Financial, discuss faith-based investing, how personal values can change a client's portfolio, and a socially conscious approach to money.
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By Jordan Haines, CFP®
4.8
3535 ratings
As the industry shifts towards more value-based advice, to really understand your clients, you need to understand what motivates them.On this episode of the Elementality podcast, Reese Harper and David Dodd, of The Other 90 Financial, discuss faith-based investing, how personal values can change a client's portfolio, and a socially conscious approach to money.
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