Thanks Matt for broadening my horizon a little bit. I think of mindfulness as one of 3 levers we can pull to improve client outcomes and it was great to talk about mindfulness as an important lever that could also lead to change within the industry. It's a small movement at best, but an important one. I appreciate the highlights.
About the Episode
From Matt Reiner: "An amazing mind in our industry, Jonathan DeYoe, CPWA, AIF, Founder and CEO of Mindful Money, shares how we can flip the script on the delivery of financial advice to our clients. He shares lessons from meditation and how those can be translated to building a financial advisory firm that shifts the conversation and the focus from performance relative to a benchmark to performance relative to your goals and objectives. We have an intriguing conversation about how these lessons from meditation and Buddhism can apply to the financial advisory industry."
About Matt Reiner & Bridging the Gap
Bridging the Gap is an all-new podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.
- January 2021 Quarterly Report
- [VIDEO] Mindful Money Talks: Meet Nicole Williams
- [VIDEO] Talking With the Experts Vodcast | Jonathan DeYoe - Money Mindfulness
- Do I Want a Financial Advisor?
- Do I Have a Good Financial Advisor?
- [VIDEO] Mindful Money: Our Investment Process