Guest: Gayle Colman, Certified Financial Planner®, Master Integral Coach®, and author of the new book The Body of Money.
In a Nutshell: Financial decisions are often framed as a tug of war between the head and the heart. But by paying attention to how the whole body expresses feelings around money, advisors can guide clients past their fears and towards a fulfilling sense of sufficiency and inner knowing.
Guest: Terry Foxworth CFP®, CLU, and his daughter, Morgan. Terry is the Managing Partner at Foxworth Advisors in Asheville, NC. Morgan is a student-athlete at Oregon State University where she is a member of the women's rowing team.
In a Nutshell: To quote Terry's firm, "Life's an adventure. Plan for it." The TransAmerica biking adventure that Terry and Morgan planned (more or less) for Morgan's last summer before college brought them closer together and taught them just how much they're capable of achieving.
Guest: Scott Holsopple, the Chief Growth Officer at Hightower, one of the top RIA firms in the country with well over $100 billion in assets under management.
In a Nutshell: How do you think about your personal and professional growth?