EP03 - Analyzing Value in Financial Planning

What is the difference between money value and personal value? In this episode Jody and Natalie discuss this question to help bring awareness to your values. You don't need to accommodate everyone. If you stick to your values and only work with YOUR ideal client you may be happier in the long run. Check out the full blog posthttps://whatisfinology.org/2020/07/30/respecting-the-profession-and-your-beliefs-as-a-financial-planner/Join the conversationhttps://www.facebook.com/whatisfinology/ Get bonus content on Patreon

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