))
Clarify Values and Purpose
Manage episode 407147909 series 3558245
Content provided by Elements Technology, Inc. and Jordan Haines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elements Technology, Inc. and Jordan Haines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The financial-plan-in-a-binder doesn't help clients change their behavior. Real change only happens when a client can get their values, purpose, and finances to align. Your role in connecting those together is pivotal. On this Elementality, Reese and Carl look at how to help clients better understand the relationship between values, money, and happiness.
246 episodes
Share
