3min chapter

Financial Advisor Success cover image

Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals With Ramit Sethi

Financial Advisor Success

CHAPTER

Is There Value in Taking a to Z?

Michael Swith: You got to be really picky about what you actually try to take from A to Z. And honestly, even like, we have over 50,000 customers, there's hardly any who want to become true masters of personal finance. So for advisors that want to go deeper down this road of learning more of the behavioral world, where would you send us to get started?

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