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The Next Level Advisor
The Pinnacle Group
27 episodes
3 months ago
What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
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Marketing
Business,
Investing
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All content for The Next Level Advisor is the property of The Pinnacle Group and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
Show more...
Marketing
Business,
Investing
https://is1-ssl.mzstatic.com/image/thumb/Podcasts115/v4/b0/68/db/b068db84-c106-9724-15c5-0332ddd5f5fa/mza_9856979477621837833.jpg/600x600bb.jpg
What's the purpose. . .of finding a purpose?
The Next Level Advisor
38 minutes 25 seconds
5 years ago
What's the purpose. . .of finding a purpose?
What's the purpose behind the work we do as advisors? For Greg Hammond, author, financial coach, and co-founder of Hammond Iles Wealth Advisors, the notion of a "purpose" goes far beyond just establishing a goal; instead, his version of "purpose" focuses on the larger impact he can make on the lives of others - and what drives value in his own life. Hear Greg discuss the importance of finding the purpose behind your practice, as well as how you can extend the notion of purpose to empower your clients' financial decisions.
The Next Level Advisor
What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.