In this episode, Lawrence explains why he starts every meeting with a new client discovering their dreams and reason for being here. He and his entire team are dedicated to aligning investment plans toward not only building wealth, but also building a life.
Mike leads Lawrence through an insightful conversation about:
- Why ESG is here to stay
- How building a purpose-driven practice helps recruit advisors and clients
- Why his firm’s authentic culture is his number one source of growth
For a unique perspective from a thoughtful wealth management thought leader, listen to this episode brought to you by the Market in Motion Podcast for Financial Advisors by FMG Suite.