what actions and changes can enhance emotional well-being and quality of life? they may be financial.
by rory henry
the holistic guide to wealth management
the future of advice is not financial, it’s human! it is about helping clients live their best lives.
more: how to conduct a proper discovery meeting | understand clients’ relationship with money | manage change through a pact | marketing strategies for wealth management services | an accountant’s role in exit planning | trust and estate planning is for clients of all ages | help clients manage and embrace investment risk | tax advisory services: a pathway to greater financial freedom | leverage ai to grow and protect revenue: six steps | four ways to provide wealth management in your accounting practice | what multiples mean to accounting firms | how wealth management has evolved | why now is the time for cpas to embrace wealth management
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instead of emphasizing technical skills such as minimizing taxes, building a portfolio and executing a roth conversion, our goal is to shift your thinking toward a human-first financial mindset. this approach helps you uncover a person’s entire life. by being attentive to the many aspects of well-being, we can have a transformative impact on our client relationships that goes beyond financials.
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