In this episode, Peita is joined by Wayne Lear, Principal at Familia Wealth. He shares his deep insights on risk profiling, highlighting that truly understanding a client's money personality, values, and life goals is far more important than a simple compliance-driven questionnaire, and that financial advice is fundamentally about education, trust, and helping families navigate their long-term financial journey.
Wayne Lear LinkedIn: https://www.linkedin.com/in/waynelear/
Financial decisions aren’t just about numbers. They’re about mindsets. See how MoneyMind works: https://ensombl.com/go/20250312
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