Dr. Thomas Mathar - Financial Wellness vs. Financial Independence: How to Achieve Both for a Secure Future
Standard Deviations with Dr. Daniel Crosby
00:00
Evolution of Financial Advice Buyers
The chapter explores the changing preferences of financial advice buyers, emphasizing the blend of life advice and financial guidance. It underscores the need for holistic financial advice that considers various asset classes beyond financial wealth. It discusses the evolving role of financial advisors as integrated life and wealth coaches, focusing on broader client needs and life transitions.
Transcript
Play full episode
