In this episode of The Eagle’s Nest Taylor Leary, Kevne Sharpe, and Marilyn Weaver gather around the conference table to talk about mindfulness, financial planning and the evolution of financial services over the past three decades. What’s changed in the past four decades since financial planning became a recognized need for the average investor? How does the concept of mindfulness apply to financial advice, financial services, retirement planning, wealth management, and financial habits?
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