In this special episode Rory highlights the most impactful conversations of 2024, featuring insights from leaders in behavioral finance, accounting, and wealth management. Discover how Amy Mullen’s values-based planning can deepen client connections, Dr. Preston Cherry’s “Secure the BAG” framework fosters financial compassion, and Nathan Astle’s practical framework navigates financial relationships. Learn about Bari Tessler’s approach to aligning money with emotions through mindfulness, Jeff Bartsch’s insights on storytelling, Alan Whitman’s call to challenge industry norms, and Samantha Lamas’s advice on preparing for retirement with emotional readiness. Are you curious about how to use storytelling to build trust with clients? Want to learn how aligning financial decisions with personal values can lead to greater satisfaction and success? Find out the answers to these questions and more in this best-of behavioral finance compilation.