Episode 43: Purpose-Driven Wealth Planning for High-Net-Worth Clients
What happens when values and financial advice don’t align? This episode explores how purpose-driven planning can reshape the advisor-client relationship—and why it matters more than ever for high-net-worth families.
In this episode of Sterling Insights, Roger sits down with Darryl Lyons, co-founder of PAX Financial Group and a Certified Financial Planner. Together, they explore purpose-driven financial planning through a Judeo-Christian lens, sharing valuable insights and practical tips for advisors and clients alike. Darryl draws from his extensive experience working with business owners and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.