Managing your finances goes beyond just number crunching or aiming for the highest return.
To create lasting wealth and happiness, it is important to take a holistic approach. This involves looking at your total financial picture, including investments, estate, taxes, and risk management.
In this episode, Patrice Sikora interviews Charlie Massimo and Peter Anastasian about their approach to holistic planning in wealth management. They stress the importance of a continuous, personal, and comprehensive approach to planning — one that prioritizes the needs and well-being of clients over profit-driven motives!
Charlie and Peter discuss:
- A simple analogy to explain what holistic wealth management truly means
- Why an advisor-client relationship is one of the most intimate relationships you will have
- Where AI is effective in wealth management (and where it falls short!)
- The role of holistic planning in achieving your life goals
- And more!