Guest: Manisha Thakor, MBA, CFA, CFP®, a national thought leader and personal finance expert with more than 25 years of experience working in the worlds of personal finance and investing. She's also the author of a great new book, MoneyZen: The Secret to Finding Your "Enough."
In a Nutshell: Society trains us to believe that the answer to all of our problems is More: more stuff, more clicks, more Likes, and, of course, more money. But financial advisors know that the connection between true happiness and money is a lot more complicated than that. Shifting your focus from improving clients' return on investment to improving their Return on Life can help folks find that healthy balance between what they have, what they want, and what's really important.
On today's show, Manisha Thakor and I have a wide-ranging conversation about the meaning of money in our life and how it can evolve over time, Manisha's personal journey to "enough," and how to find joy in living simply.
Guest: Louis Barajas, an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors, where he serves as a wealth manager for influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries. Louis also serves as the founder and CEO of Business Management Lab, where he provides comprehensive business management services for iconic Latin artists.
In a Nutshell: As a financial advisor, you've probably learned that it's very difficult to help someone who isn't ready to accept your help. But advisors also need to work on the skills that will help them meet clients and prospects where they are in life. That emotional intelligence becomes even more important as our industry continues to improve its diversity and broaden the impact that we can have on a wider variety of people.
On today's show, Louis Barajas discusses how the desire to make a difference in his own community transformed how he felt about financial services. He also shares experiences that taught him more effective ways to reach people and improve their lives.