Tune in to hear:
- What led Jeff to sometimes act inauthentically in the past and what snapped him out of this?
- How does the client experience look different between those with an authentic, holistic advisor and those who have an advisor with a top producer type mindset?
- What does Jeff see as the most common impediment that’s keeping people from creating a meaningful money life?
- How do we get people to shift from a solipsistic approach to what Jeff describes as “other focused?” Considering this - should one’s advisor play a role in encouraging this shift within them?
- What role does hard work play in crafting a meaningful money journey? How can this element of wellness be sustained once one is retired?
- If someone who is listening doesn’t already have an advisor and they are looking to find one with a very holistic approach that goes beyond the meat and potatoes of their financial life, how should they go about vetting various advisors?
https://www.jeffbernierauthor.com
Compliance Code: 0108-OAS-1/17/2023
Standard Deviations with Dr. Daniel Crosby