64 - Escape Artist On FIRE
TRAP: The Real Adviser Podcast
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The Disconnect of Corporate Finance
This chapter explores the ramifications of large corporations acquiring and divesting financial advice businesses, revealing a disconnect between corporate strategies and true financial advising practices. The speakers discuss client success stories and the importance of purpose for entrepreneurs transitioning into new life phases post-sale, highlighting the emotional struggles that can accompany financial success. Through a critique of company practices and personal anecdotes, they emphasize the need for a fulfilling purpose beyond financial wealth.
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