Paradigm Shift – The Goal of Life is NOT to Maximize Your Finances
For the first 13 years of my career, I worked in corporate finance for publicly traded companies. In this role, the primary goal was to maximize the productivity of the company’s assets to provide the highest level of future cash flow. When I started as a personal wealth manager 20 years ago, I assumed these same ideas would be applied to a household’s finance. It was one of my first mentors in the business who provided guidance to me that optimizing a family’s finances was important and you want your clients to make smart financial decisions but what was more important was providing peace of mind and optimizing their life fulfillment. ….[READ]
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