Advancing Flourishing: A 10x10 Learning Roadmap - Keith Whitaker, Stacy Allred, Joan DiFuria, and Stephen Goldbart
Wealth of Wisdom
00:00
Navigating Wealth Psychology: A Journey of Diverse Paths
Explore the evolution of three professionals' careers in wealth psychology, from varied backgrounds to collaborating on tailored programs for clients dealing with profound wealth impacts. Delve into their transition from quantitative financial planning to addressing qualitative aspects, emphasizing client-driven approaches and insights into current main client queries.
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