Thursday Email - Reese Harper

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

From Net Worth to Self Worth: Unpacking the Relationship Between Money and Happiness with Reese Harper

Reese Harper explores the fascinating realm of self-actualization and its intersection with financial well-being. Explore the nexus of wealth, fulfillment, and personal growth in our latest podcast episode featuring Reese Harper. Discover the transformative power of aligning financial well-being with self-actualization and the secrets to finding contentment in your financial journey. Join us in this enlightening conversation and uncover the wisdom that bridges the gap between finance and personal growth.

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[14:01] Aligning people with their unique abilities and pursuing self-actualization brings true happiness, not an increase in assets.

[37:20] Access to human financial advisors is crucial. Investment management is just one aspect. Advisors should be more than financial planners. They have the potential for greater impact, delivering value beyond traditional services. This industry has the opportunity to evolve and provide even more meaningful value in the future.

The best is ahead!

-Matt