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Richard Stott
CEO, CIO, and founding partner of Connectum Capital Management based out of Oslo, Norway. Specializes in fiduciary advice and holistic financial planning.
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13 snips
Jan 31, 2025
• 45min
Health Meets Wealth: The Power of Transformational Financial Advice
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Brady Fineske, president of TFO Wealth Partners, and Richard Stott, CEO of Connectum Capital Management, dive into the powerful link between health and wealth. They share personal stories illustrating how financial advice can be holistic and transformative. The conversation emphasizes building authentic connections with clients and the importance of open communication. They also discuss the emotional impact of financial legacies and the significance of proactive, honest guidance in enhancing overall well-being.
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