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What Is Financial Orientation? w/ Brandon Galici [169]
Manage episode 423381219 series 3558245
Contenido proporcionado por Elements Technology, Inc. and Jordan Haines. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Elements Technology, Inc. and Jordan Haines 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.
In this episode of Elementality Jordan Haines talks with Brandon Galici, founder of Galici Financial, about the standalone value of orienting people to their financial situation. In particular, they explore real-life examples of when orienting someone to their financial situation may be the very thing that they want from a financial advisor, and not all the additional things many advisors provide.
If you’re interested in how you can deliver on the things your clients actually care about, then this episode is for you
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