September 29
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We started a series called “Money MindBender$” to help guide the conversations about Finology. We hope it helps you engage with us better. Sign up for our newsletter list (in the sidebar of this page) for more.
As one cannot eat it, live inside of it, or use it in any other tangible way, it’s important to be aware that money, at its essence, holds no intrinsic value – but rather, only the value we give to it and create from it
Considering that money’s connection with value is indirect, how do you help your clients experience real value through their money?
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TranscriptionJoseph: Okay. I will give my perception, my perspective of what the book is about. The book … a little bit of the history of financial planning and, I guess, to me a conceptual framework of how financial timing has evolved, what was delivered. So the way I read it was, you start from people
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Read MoreIt is with a heavy heart that we recognize and honor Finology Fellow, Ed Jacobson. Ed’s development of Appreciative Inquiry brilliantly connects money and the human experience. His work has forever impacted the Financial Planning profession and is essential to Finology. Though we regret not gathering Ed’s wisdom in the form of a WIF? Podcast,
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