Jeff Bernier - The Money and Meaning Journey

Standard Deviations with Dr. Daniel Crosby

Вміст надано Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

1y ago 39:54

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Tune in to hear:

- What led Jeff to sometimes act inauthentically in the past and what snapped him out of this?

- How does the client experience look different between those with an authentic, holistic advisor and those who have an advisor with a top producer type mindset?

- What does Jeff see as the most common impediment that’s keeping people from creating a meaningful money life?

- How do we get people to shift from a solipsistic approach to what Jeff describes as “other focused?” Considering this - should one’s advisor play a role in encouraging this shift within them?

- What role does hard work play in crafting a meaningful money journey? How can this element of wellness be sustained once one is retired?

- If someone who is listening doesn’t already have an advisor and they are looking to find one with a very holistic approach that goes beyond the meat and potatoes of their financial life, how should they go about vetting various advisors?

https://www.jeffbernierauthor.com

Compliance Code: 0108-OAS-1/17/2023

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