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Recorded by: Adam Holt & Derek Notman
Check out this special edition where Adam chats with Breanna Blaney, VP, Director of Life, Invested at Dimensional Fund Advisors about the advice mindset and how purpose and principles fit into it all.
This is a fun episode that Adam recorded in person with Breanna at the SHIFT conference while Derek was traveling in South Africa.
In this episode, Adam navigates a riveting conversation on the intersection of financial advice, personal wellness, and human ingenuity. Learn how the principles of yoga and Ayurveda can infuse meaning into financial practices, and discover actionable steps advisors can take to be more empathetic, holistic, and ultimately, transformative for their clients. Tune in for groundbreaking insights that could reshape how you think about money and life.
In this episode Breanna, Adam and Derek chat about:
- Questioning your Why for everything
- Customer experience
- Empathy
- Money, stress, and wellness
- Investor behavior and fear around money and how it relates to returns
- What are clients willing to pay for?
- How our self worth is tied up in money
- Your and your clients money mindset
- How to change peoples lives and drive better outcomes
- And lots more!
Related: Client Engagement vs. Client Satisfaction featuring Ashley Quamme