The co-founder of Third Eye Associates discusses the firm's financial planning process, including creating a personal vision statement to help clients truly understand what they need to do to align their money with their values.
The founder of Shaping Wealth explains why the true definition of wealth should be 'funded contentment,' or the ability to live a life of purpose and meaning.
Penny Phillips, co-founder and president of Journey Strategic Wealth, recommends advisors take a more strategic, intentional approach to leveraging clients for new business.
