22 hours ago

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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