The Human Side of Money podcast

122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley

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Are your clients drifting aimlessly or swimming purposefully towards their financial goals? The default for clients is to pick goals on autopilot. Goals that have been determined by society, friends, and their upbringing. In this episode, Isaac Presley shares how he creates the time and space for his clients to create more intentional goals using …

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