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Podcast: The Most Hated F-Word
Episode: Tiki Bars, Money, and the Future of Wealth Management With Jared Rabinowitz
Description: With Jared Rabinowitz | CEO & Founding / Executive Partner at Quintessence Wealth
Summary:
In this episode, Shaun chats with Jared about Q Wealth's fresh approach to financial planning, during a conversation at the Future Proof Conference, inside Q Wealth's Canadian Tiki Lounge set up on Huntington Beach. They explore how positive psychology is being used to make wealth management more meaningful and client-focused, touching on how the Tiki Lounge experience connected with many elements of the PERMA model (Positive Emotion, Engagement, Relationships, Meaning, and Accomplishment). You'll hear about the shift from traditional investment strategies to a more holistic, people-centred way of advising...