FutureProof Advisor Podcast

Using Lessons from Meditation for the Financial Advisory Industry with Jonathan DeYoe


Listen Later

An amazing mind in our industry, Jonathan DeYoe, CPWA, AIF, Founder and CEO of Mindful Money, shares how we can flip the script on the delivery of financial advice to our clients. He shares lessons from meditation and how those can be translated to building a financial advisory firm that shifts the conversation and the focus from performance relative to a benchmark to performance relative to your goals and objectives. We have an intriguing conversation about how these lessons from meditation and Buddhism can apply to the financial advisory industry.
...more
View all episodesView all episodes
Download on the App Store

FutureProof Advisor PodcastBy Matt Reiner

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

13 ratings


More shows like FutureProof Advisor Podcast

View all
Acquired by Ben Gilbert and David Rosenthal

Acquired

4,822 Listeners

Founders by David Senra

Founders

2,194 Listeners

Up First from NPR by NPR

Up First from NPR

56,868 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

464 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

113 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

133 Listeners