22d • General discussion
Ep. 3: "Conversation with Scott Drake and Mattie"
From lottery tickets to water-cooler conversations to social media, I agree that much of personal financial planning is driven by hope. Whether people take a DIY approach or fall into cookie-cutter allocation models, the result is often the same. People are hungry for real planning and real conversations.
The question is: how do we authentically reach those who need guidance the most, while earning the trust of people who are skeptical to their core?
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Ep. 3: "Conversation with Scott Drake and Mattie"
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