Ep #404: Building a Purpose-Driven Practice in Three Months
Behind The Advisor
Finding Purpose in Financial Advising
This chapter features a conversation between the host and a coaching expert in financial advising, focusing on the transformative journey from advisor to coach. The discussion emphasizes the role of purpose in shaping a successful advisory practice and addresses the growing acceptance of coaching in the industry. Listeners are introduced to strategies for advisors to identify their deeper aspirations and create a strategic plan to align their business with their personal values.
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