Season 92, Episode 1098: Guest: Keith Embree: The Financial Plan Is The Product
About this episode
Jay Doran interviews Keith Embree about the importance of having a financial plan over simply choosing investments.
What if building wealth has less to do with picking the right investments... and everything to do with having the right plan? In this episode of the Culture Matters Podcast, Jay Doran sits down with Keith Embree, Certified Financial Planner™, MBA, and Financial Advisor at Raymond James, to explore the human side of wealth management. While many people believe financial advisors simply buy and sell investments, Keith reveals that the real value lies in helping families build a framework for li...
More episodes of The Culture Matters Podcast
- Season 92, Episode: 1099: Guest: Mike Husson: The Eight Phases of Mastery
- Season 92, Episode 1097: Culture Is A Leading Indicator: A Monologue Series
- Season 92, Episode 1096: When Leaders Stop Paying Attention: A Monologue Series
- Season 92, Episode: 1095: The Spirit of an Organization Begins With Its Leaders: A Monologue Series
- Season 92, Episode: 1094: Guest: Jason duPont: The Relentless Pursuit of Growth
- Season 92, Episode 1093: Why Organizations Lose Their Spirit: A Monologue Series
Explore listener stats, chart rankings, contacts and more on the The Culture Matters Podcast podcast page.