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Focus Only On Foundational Behaviors w/ Joshua Humada [171]
Manage episode 425905171 series 3558245
Contenido proporcionado por Elements Technology, Inc. and Reese Harper. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Elements Technology, Inc. and Reese Harper o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Host of Elementality, Jordan Haines, CFP®, and Josh Humada, founder of Boundless Wealth, discuss the value of focusing on core financial behaviors with clients rather than over-optimizing each person we work with.
They explore the question “what if we could build a successful financial advice business by only delivering on these core habits and behaviors?”
If you’re an advisor thinking about how you can scale your advice, deliver the value your clients actually want, or want to scale your personal time then this episode is for you
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