There are not many careers that require as many diverse talents as financial planning. Today’s advisor needs to be able to mix skills in coaching, consulting, listening, and knowing how to ask the right questions to be able to help a new generation live better financial lives. It’s not a mixture of abilities easy to define—and one that doesn’t come from a single, specific degree.
On this Elementality podcast, Reese Harper interviews Jim Crider of Intentional Living FP. Hear how Jim built his RIA firm on the fast-track and why his background, a disciplined approach based on learning from others, and Elements® is leading to his success. As the industry grows and transforms, it’s attracting an eclectic mix of people who are actively defining a new value proposition for planning.
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