Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath Financial and JWC/JWCA are unaffiliated entities
Episodes
Wednesday Feb 01, 2023
Wednesday Feb 01, 2023
John and Matt are thrilled to welcome back Michael Scott, CFA to the show. This time around, they delve into the importance of working together as a team compared to working independently. While all personal efforts can bear fruit, banding together with mutual understandings and aligned goals allows for elevated results. Most significantly, collaborating with each other helps to elevate their client’s financial outcomes. Apart from that, they also discuss the value of doing annual energy audits which helps them to discover their "zone of genius."
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