Ep.108 I Sanger D. Smith I Deciding with the Decision Lab Process: Make the Most of Your Wealth Using These 5 Key Decisions
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Descrizione
This week, Sanger shares the 5 Key Decisions everyone must make to achieve significance in life and business. As a private wealth advisor and the founder of a wealth management...
mostra di piùAs a private wealth advisor and the founder of a wealth management firm, Sanger has spent his career helping people transform their wealth to significance. And over the years, he has developed a proprietary approach we call the Decision Lab process.
We designed this process to help clients build the right financial plan, one that is customized and truly transforms their wealth to significance. The fundamental principle of this process is to take clients through the “5 Key Decisions,” each of which will create opportunities for other decisions that all help clients make the most of their wealth.
Foundationally, the five most important decisions one can make in life and business are:
1. Decide who you are.
2. Decide where you are.
3. Decide where you are going.
4. Decide how to get there.
5. Decide who matters.
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DON'T HAVE TIME FOR THE FULL EPISODE? Check out the 11-minute highlight episode, Ep.108 HIGHLIGHT I How to find, format, and live out your values, or download it directly using this link.
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MAKING A FINANCIAL DECISION?
At Decidedly Wealth Management, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.
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