Advising Clients on How Their Money Integrates With Their Life with Kurt Rossi

Between Now and Success · Oct 16, 2017 · 55m

"Compassionate" isn't necessarily the first word that springs to mind when you think about the traditional financial planning model. But that's just another way that the old model is outdated.

The shift in our industry from Return on Investment to Return on Life requires a new conversation between advisors and clients. Understanding your clients as people -- their goals, their fears, their perspectives, where they come from, where they want to go -- is the new step one in the discovery process.

My guest today, Kurt Rossi, another "40 under 40" honoree by Investment News, has already…