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A lively and thoughtful discussion about the opportunities and challenges associated with preserving and managing wealth.
Money Messages: Unpacking Our Emotional Relationship with Money
Wealth Matters
5 years ago
Money Messages: Unpacking Our Emotional Relationship with Money
David Geller/Wealth Enhancement Group David Geller joined Wealth Enhancement Group through the partnership with JOYN Advisors, where he acted as CEO and Co-Founder. He is the creator of the Behavioral Wealth Management model – a model that focuses on aligning wealth management with the integration of human emotions while also considering an individual's talents, wisdom, [...]
Wealth Matters
A lively and thoughtful discussion about the opportunities and challenges associated with preserving and managing wealth.
