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Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance

Behind The Advisor

00:00

Designing an Ideal Life as an Entrepreneur

The chapter focuses on the speaker's conversation with their husband about starting their own advisory business and the challenges they may face. They discuss the flexibility and non-financial benefits of being an entrepreneur in the finance industry, as well as the importance of serving clients who need help with financial habits and long-term success. The chapter also explores the emotional aspect of money and the use of assessments to bring awareness to clients' money mindset.

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