April 26, 2023 • 01:32:16

81: A Framework For Facilitating Conversation And Connection Throughout The Planning Process with Josh Gilliam (Part I)

In 2005, Josh Gilliam set out to research, read, and learn everything he could about behavioral finance, psychology, and communication. He was seeking to master the human side of advice. 18 years later, he admits it’s still a work in progress. But, he took what he learned and created the [Fi] Life Framework. A framework …