Bernard Lietaer speaks about Designing the Euro 1/4

To Move Beyond Financial Planning 2.0, Examine the Unexamined

Full disclosure: Dick Wagner and I were friends. We were colleagues and collaborators. And as he was for so many, Dick was a mentor to me. Long before I ever knew Dick Wagner, I knew of Dick Wagner. Everyone did – you couldn’t attend Retreat without quickly learning who Dick was. But until our paths crossed

Finology in our Lives | Larry Jessoe

Let’s talk about this week’s quote that came from an unexpected source in our marketing/business development world.Explore | Educate | EvolveOur friend, Dennis Yu posted this from his mentor. We think it’s some good business advice that is worth thinking about a little deeper.  Inspiration can come from anywhere so try not to judge the source

Respecting the Profession and Your Beliefs as a Financial Planner

In this episode of the What is Finology Podcast Natalie and Jody discuss having integrity as financial planners. As two moms, it would be hard to get through a conversation without some heartfelt mom respect and bonding over their common identity.   What is Finology? · EP03_Jody Jacobson_Analyzing Value in Financial Planning Notes on this

Bernard Lietaer speaks about Designing the Euro 4/4