Exploring Curiosity and Financial Planning through Analogies

How might choosing to be curious about our values and long term goals help with financial planning? Rebecca Borton, Associate Client Advisor at Concentric Private Wealth, demystifies the financial services industry and explores how some well-placed questions can help us support the people and activities we hold dear. Theme music by Sean Balick. “One Little Triumph” by Piano Mover at Blue Dot Sessions. Join us next time as we explore cultivation of cultural intelligence with Asma Ahmad, founder of Zaha, a social enterprise start up that provides immersive cultural experiences.