Investment News Triple Play: How To Help Clients Achieve Their Best Lives

When Investment News asked me to participate in their Triple Play project I responded immediately with a resounding yes. I've been reading IN for most of my career and have tons of respect for the publication.

If you're not familiar with the Triple Play video series, it's different financial advisors and investment professionals sharing three "tips" on various topics. As we've shifted the focus of RLS Wealth to helping our clients identify, plan for, and live their purpose I was ecstatic to discuss three ways financial advisors can help their clients live their best life...aka their purpose.

Here's the link (I can't embed the video) to my contribution to the project:

Investment News Triple Play: How To Help Clients Achieve Their Best Liives

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