Financial Therapy: Transforming Wealth Management with Jonathan Steele
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Send a message to the Financial Perspectives podcast and receive a shout out!Join us as Jonathan Steele, Chief Investment Officer and Managing Partner at One Wealth Advisors, delves into the transformative power of practicing financial therapy in your advisor strategy. With over two decades of experience in portfolio theory and behavioral finance, Jonathan reveals how integrating mental health into financial planning can revolutionize client relationships. Discover how he uses principles, lik...
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