Join Joe Duran, founder of United Capital and Rise Growth Partners, as he brings a human-centric approach to wealth management. He shares insights on why many firms stick to outdated educational methods instead of embracing client-centric tools. Joe discusses the importance of aligning financial planning with clients' life goals and the need for wealth managers to adapt their skills. He also highlights how to differentiate between promising RIAs and those to avoid by focusing on values and behaviors rather than just numbers.

Terri Kallsen, a certified financial planner and chair elect for the CFP board, teams up with Joe Duran, former partner at Goldman Sachs and chief investment officer at Rise Growth Partners. They discuss the A-List framework for financial preparedness, emphasizing the importance of accountability and liquidity. Learn how to avoid crippling debt traps and the perils of overcomplication in finances. From practical tips on securing assets to the necessity of simplification, they provide crucial insights for preparing for any catastrophe.