Reed Colley in Advisor Perspectives: “Turning Client Values into the Seeds of Abundance”
The importance of fostering an abundance mindset
Featured Contributor:
In this Advisor Perspectives article, Summit co-founder Reed Colley argues that financial planning should prioritize solving human problems, rather than just mathematical ones. By centering client values and fostering an abundance mindset, both advisors and clients can achieve remarkable outcomes in wealth management. Colley explores the impact of current technology, which forces advisors to prioritize calculations and spreadsheets over personal values, and advocates for financial planning tools that enhance the advisor-client relationship and create more meaningful financial journeys.
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