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Focus Only On Foundational Behaviors w/ Joshua Humada [171]
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Kandungan disediakan oleh Elements Technology, Inc. and Jordan Haines. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Elements Technology, Inc. and Jordan Haines atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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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