Description
No matter where you are in your practice life cycle, setting goals and objectives is a major part of your practice. In this episode, we welcome Matt Spielman, Chief Performance Officer and Head Coach of Inflection Point Partners, an organizational, career, and executive coaching firm. Matt has coached folks like Alex Rodriguez to optimize their lives throughout the years.
Find out more about Matt: https://www.theinflectionpointsbook.com/
We sat down with Dr. Shay Harris-Pierre, a certified Financial Therapist and consultant with a Master’s degree in Marriage and Family Therapy, and a PhD in Counselor Education and Supervision. Dr. Shay’s work focuses on supporting advisors in strengthening their relationships with their clients...
Published 11/18/24
Jonathan Foster, President and CEO at Angeles Wealth Management, has a created a stratgic vision for his firm that taps into his deep understanding of family wealth dynamics and the unique wealth management needs of ultra-high-net worth families and individuals. As co-founder of Angeles Wealth,...
Published 10/24/24