Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Sisällön tarjoaa Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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Andy Baxley - The Power of Financial Purpose
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Manage episode 427068447 series 1454631
Sisällön tarjoaa Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Tune in to hear:
- Why do humans seem to have such limited access to understanding what they want, from a financial perspective?
- Andy believes that the ethos of financial planning is the marriage of capital and purpose. What, specifically, does he mean by this and why does he think it is so critical?
- Should we try to expand our clients’ notion of capital and what might be the broader impact on their lives if we were to do so?
- How would Andy tease out the subtle differences between goals, values and purpose and is one of these more fundamental than the rest of them?
- Does Andy often see dissonance between clients’ professed values and how they spend their money and time? How can we help our clients achieve better alignment with their values?
- How can advisors take a client’s values and transmute that into a statement of financial purpose?
- What would Andy say to clients who want an advisor who is effectively just a stock picker and not a guide to fulfilling their financial purpose?
- Why is a purpose-centered portfolio a great “regret minimization tool?”
- How often should clients revisit their financial purpose thesis?
- What are some of the benefits that accrue to both clients and advisors who go with a more bespoke, meaning-centered financial plan?
Links
Connect with Us
Compliance Code: 1304-OAS-5/23/2024
299 jaksoa
MP3•Jakson koti
Manage episode 427068447 series 1454631
Sisällön tarjoaa Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Tune in to hear:
- Why do humans seem to have such limited access to understanding what they want, from a financial perspective?
- Andy believes that the ethos of financial planning is the marriage of capital and purpose. What, specifically, does he mean by this and why does he think it is so critical?
- Should we try to expand our clients’ notion of capital and what might be the broader impact on their lives if we were to do so?
- How would Andy tease out the subtle differences between goals, values and purpose and is one of these more fundamental than the rest of them?
- Does Andy often see dissonance between clients’ professed values and how they spend their money and time? How can we help our clients achieve better alignment with their values?
- How can advisors take a client’s values and transmute that into a statement of financial purpose?
- What would Andy say to clients who want an advisor who is effectively just a stock picker and not a guide to fulfilling their financial purpose?
- Why is a purpose-centered portfolio a great “regret minimization tool?”
- How often should clients revisit their financial purpose thesis?
- What are some of the benefits that accrue to both clients and advisors who go with a more bespoke, meaning-centered financial plan?
Links
Connect with Us
Compliance Code: 1304-OAS-5/23/2024
299 jaksoa
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