The Human Side of Money 90: Building A Service Model To Help Clients Align Money & Purpose with Justin Castelli
After 18+ years in the industry, Justin Castelli decided to shift his business model away from traditional financial planning.
Here’s his quote to explain why:
“My clients were planning for the life they were told to live. Not the life they wanted to live.”
Too often, our client’s life and money decisions are influenced by what society tells them, what their family did, the pursuit of achievement, and so on…
But what if you could guide clients toward crafting a life they actually want to live?
That’s exactly why Justin Castelli decided to evolve his business model. The traditional financial planning model didn’t suffice. He shares with us the personal journey that led to this decision and how he plans to do it with new and existing clients.
Here’s what you’ll learn:
- Questions that uncover passion and purpose
- How this approach forever changed a client’s life
- Why most people don’t live the life they want to live
- Two exercises he suggests for clients to uncover their authentic life
- How he harnesses regret to help clients get clarity on what’s important
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Resources:
- The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals
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