Exclusive, insightful audio interviews by our staff with banking/security leading practitioners and thought-leaders. Transcripts are also available on our site!
Manage episode 174990781 series 1192009
I’ve enjoyed Ronald Seir’s www.SeeBeyondNumbers.com blog for a number of years. I really enjoy his right brain approach to financial planning. He incorporates the financial planning 1.0 work in his engagements with clients and uses his “soft skills” (aka Financial 2.0 and 3.0 skills) to help his clients.