Balancing Life Return and Financial Return - a podcast by financialdna

Many financial decisions are a reflection of your life and behavior. Key to finding balance is helping the client objectively understand their inherent strengths and struggles based on who they...

Your financial future may depend as much on your personality as it does on your portfolio. That's the idea behind a growing trend in the financial planning industry. These podcasts will give you an introduction and graphic demonstrations of how this can be put into practice.

Further episodes of Financial DNA - Discovering Your Unique Financial Personality for a Quality Life

Further podcasts by financialdna

Website of financialdna