Introducing Financial Life Intelligence

1

Introduction

00:00 • 2min

2

Wightroom's Values and Mission

01:35 • 2min

3

Managing Your Money

03:13 • 2min

4

How Did You Meet Eric and Start the Conversation?

04:52 • 2min

5

Financial Life Intelligence

06:49 • 2min

6

Money Is a Different Value Than Money

08:33 • 1min

7

The Asset Liability Optimization Process

10:00 • 2min

8

The Process of Optimization of Asset Liability Decisions

11:58 • 2min

9

White Tree - A Brief History of the Wealth Management Industry

13:55 • 4min

10

Y-Tree Clients - Who Are They?

17:29 • 5min

11

White Tree - A Conversation About Money, Purpose and Family

22:05 • 2min

12

Financial Life Intelligence and Purpose

24:23 • 3min

13

Women in Wealth Management - Is Diversity Really Important?

27:11 • 3min

14

Are You Challenging Habits?

29:41 • 2min

15

Are You Efficiently Dealing With the Money Issues in Your Life?

31:55 • 2min

16

The Process of Tree's Financial Life Strategies to Individuals

34:22 • 3min

17

How Does the Dashboard Work for You?

37:02 • 2min

18

What Are the Common Mistakes People Make When They're Thinking About Wealth Management?

38:53 • 3min

19

YTRA Benchmark

42:13 • 2min

20

Is the Industry Obsolete?

44:10 • 2min

21

The Benchmark Is a Benchmark

46:24 • 2min

22

Is YT a Sat Nav for Your Financial Life?

48:38 • 3min