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:
Connect with Marc Campbell:
Connect with Christopher Girbés:
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