81: A Framework For Facilitating Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part I)

In 2005, Josh Gilliam set out to research, read, and learn everything he could about behavioral finance, psychology, and communication.  He was seeking to master the human side of advice. But, what he found was exactly what most advisors find along this journey: Asking someone about their values and purpose in life can be awkward … Read More Read More