Wealth of Wisdom
Advancing Flourishing: A 10x10 Learning Roadmap - Keith Whitaker, Stacy Allred, Joan DiFuria, and Stephen Goldbart
Dec 5, 2022
Guests Keith Whitaker, Stacy Allred, Joan DiFuria, and Stephen Goldbart discuss a 10x10 learning roadmap for managing wealth and life choices. Topics include holistic wealth management, navigating life stages, deep reflection on 'why' questions, and the delicate balance of advisor confidence and humility.
49:47
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Quick takeaways
- Reflect on core motivations for profound insights and outcomes.
- Embrace diverse models and balance humility with knowledge for impactful advisory outcomes.
Deep dives
Importance of Starting with Why Questions
Starting with deep reflections on the why questions is crucial before delving into other aspects. Taking time to ponder on the core motivations behind actions can lead to profound insights and meaningful outcomes.
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