Episode 2: In a world driven by financial success, it’s vital to work alongside professionals who prioritize more than just the bottom line.
In this episode, Marc Campbell and Chris Girbés talk about Gen X and Gen Y founders and C-suite entrepreneurs as their ideal clients while discussing how they serve them according to their unique processes.
Marc and Chris emphasize the need for a clear process that goes beyond the basics of traditional wealth management and how their framework focuses on their very own Life Strategy
alongside the “what is enough” mindset.
Marc and Chris cover:
- The evolution of traditional wealth management and the importance of connecting financial planning with broader life goals
- The importance of having a quantifiable and achievable mindset when it comes to building wealth and making financial decisions
- Career, finances, health, relationships, and fun: Five Oceans Advisors’ five distinct areas and the value of developing priorities and goals for each
- Ways they integrate their clients’ financial and life strategies using a liabilities-driven approach that matches future spending with current and expected assets
- The power of community
- And more!
Resources:
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Connect with Christopher Girbés:
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