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
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Podcast Commentary by David Bowman In exploring and relating Pullen’s discussion with Interior Finologist, Natalie Wagner, to the work of Dick Wagner on Finology and Integral Finance, David references Dick Wagner’s Dec. 2001 article in Financial Advisor Magazine, “The Power of Integral Finance.” We encourage reading the article here for a deeper context. In this
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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
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