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Build Trust and Connection with Clients

Human Side of Money – Build Trust and Connection with Clients

AFO|Wealth Management Forward2022-10-04T19:24:07+00:00

WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH!

Build Trust and Connection with Clients

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Connect with Mike Knittel
Connect with Rory Henry
Connect with Brendan Frazier

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Arrowroot Family Office

Human Side of Money - Build Trust and Connection with Clients

Rory and Mike Knittel of Arrowroot Family Office talk with Brendan Frazier, host of “The Human Side of Money” podcast, to talk about behavioral finance. Discover why only 70% of clients implement less than 20% of our financial planning recommendations. Find out why more so than income, gender, age, and education, it was our view of our future self that drives our savings. Listen as they discuss the evolutionary drivers of long-term decision-making and how it effects our ability to save money. Do you want to know why a powerful question is a superpower? Is our relationship to money really formed in our childhood? Find out the answers to these questions and more on this Human Side of Money Podcast with one of the leading voices in Behavioral Finance.

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AFO|Wealth Management Forward


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Copyright © 2023 AFO Wealth Management Forward. All Rights Reserved.
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.
JOIN OUR COMMUNITY
  • Terms & Condition
  • Privacy Policy
  • Web Accessibility
Copyright © 2023 AFO Wealth Management Forward. All Rights Reserved.
  • Wealth management
  • Digital marketing
  • Branding
  • Resources
  • Podcast
  • Contact
  • Press
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.