Description
In this episode, we welcome Michael Lecours, CFP and Co-Founder of fpPathfinder. Can checklists and guides really create deeper understanding and streamline the advisor/client financial planning process? When they are detailed, technical and constantly updated - the answer is clear. We get deep into the details - and the theory behind it - that explain the demand.
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