Sep 1, 2022
There’s a different between money and fulfillment. And so there is a difference between wealth and riches. The financial services industry has taken on a few different forms over the years. Recently, there is a deeper focus on purpose. It’s not always about the numbers. A good money manager has to provide good returns but what does a good financial planner have to provide?
Jim Grace is the Director of Wealth Management at Silver Pine Capital. His focus is to help people understand their “why” and how to live out their purpose with what they have. Money is a tool that can be used wisely or not and it’s a matter of aligning it with your goals that determines your success. You can build riches but that doesn’t mean you have wealth.
You can find show notes and more information by clicking here: https://www.bobdepasquale.com/podcast/jimgrace