• Advice Mindset - Purpose and Principles featuring Breanna Blaney

  • Jul 10 2024
  • Length: 40 mins
  • Podcast

Advice Mindset - Purpose and Principles featuring Breanna Blaney

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  • Summary

  • Check out this special edition where Adam chats with Breanna Blaney, VP, Director of Life, Invested at Dimensional Fund Advisors about the advice mindset and how purpose and principles fit into it all. This is a fun episode that Adam recorded in person with Breanna at the SHIFT conference while Derek was traveling in South Africa. In this episode, Adam navigates a riveting conversation on the intersection of financial advice, personal wellness, and human ingenuity. Learn how the principles of yoga and Ayurveda can infuse meaning into financial practices, and discover actionable steps advisors can take to be more empathetic, holistic, and ultimately, transformative for their clients. Tune in for groundbreaking insights that could reshape how you think about money and life.In this episode Breanna, Adam and Derek chat about:Questioning your Why for everythingCustomer experienceEmpathyMoney, stress, and wellnessInvestor behavior and fear around money and how it relates to returnsWhat are clients willing to pay for?How our self worth is tied up in moneyYour and your clients money mindsetHow to change peoples lives and drive better outcomesAnd lots more!Resources:Follow Breanna Blaney on LinkedInFollow Dimensional on LinkedInCheck out Dimensional's WebsiteFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Couplr DemoCouplrAILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.
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