Dec 05 2024 46 mins 1
Text us to share what you found helpful!
In this episode, Neil Bage, co-founder of Shaping Wealth, shares his journey from aspiring PE teacher to leader in behavioral finance, blending neuroscience with financial services to transform client relationships. We discuss the overlooked well-being of financial advisors and the importance of self-care in preventing burnout. Neil shares how empathy and curiosity can deepen client connections, and we explore the value of therapy and prioritizing contentment. This episode is full of insights on resilience, growth, and well-being for a balanced life in finance and beyond.
Tune in to this episode of “Planning & Beyond!”
Connect with us below!
Visit Planning & Beyond
