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Focus Only On Foundational Behaviors w/ Joshua Humada [171]
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Contenuto fornito da Elements Technology, Inc. and Reese Harper. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Elements Technology, Inc. and Reese Harper o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Host of Elementality, Jordan Haines, CFP®, and Josh Humada, founder of Boundless Wealth, discuss the value of focusing on core financial behaviors with clients rather than over-optimizing each person we work with.
They explore the question “what if we could build a successful financial advice business by only delivering on these core habits and behaviors?”
If you’re an advisor thinking about how you can scale your advice, deliver the value your clients actually want, or want to scale your personal time then this episode is for you
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