In this episode, Jess and Brandon tackle the critical issue of diversity, equity, and inclusion (DE&I) in the current socio-political climate, debunking myths and misconceptions surrounding these initiatives. They emphasize the importance of understanding DE&I as a framework that benefits everyone, while urging personal reflection on inherent biases.
Brandon also challenges the men who are resisting financial advising, when their spouses are clearly asking for help and looking for support.
Lastly, they discuss recent happenings in Brandon’s financial planning business. From the unengaged, to prospects expecting favors and beyond, this is a conversation you don’t want to miss.
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Learn more about Brandon and schedule a free 30-minute introductory call with him here: https://www.oakcityfinancial.us