How do you incorporate people's culture and values into the financial planning process? 🌍

Are you building relationships right now to connect with more values-oriented NextGen investors? 💙

Those are two of the most pressing questions financial planners today are facing, and the team at Triple Crown Marketing cover them both (+ more) in today's episode of On The Circuit, featuring Shana Orczyk Sissel, CAIA and Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®.

Take a listen to the full episode, or read the highlights here: https://lnkd.in/gWS9RJSx