The Above Board Podcast

The Future of Teamwork is Here!


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John and Matt are thrilled to welcome back Michael Scott, CFA to the show. This time around, they delve into the importance of working together as a team compared to working independently. While all personal efforts can bear fruit, banding together with mutual understandings and aligned goals allows for elevated results.  Most significantly, collaborating with each other helps to elevate their client’s financial outcomes. Apart from that, they also discuss the value of doing annual energy audits which helps them to discover their "zone of genius."
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The Above Board PodcastBy CandorPath Financial

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