Monday Oct 21, 2024

Humanizing Personal Finance with David Steele

We focused on humanizing personal finance and financial planning, the importance of understanding our motivations and how to do it, building a firm based on vision and purpose, versus short-term results, and why perfect isn’t the goal, with David Steele, CEO of One Wealth Advisors and entrepreneur.

Listen to hear a difference-making tip on why setting goals is a form of human magic!

You can learn more about David at OneWealth.net, and LinkedIn.

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