Helping Clients Make Small Changes for Big Results with Warren Ingram

PROpulsion LIVE

In this episode, we interview Warren Ingram, co-founder of Galileo Capital and author of four personal finance books. With over 25 years of experience in financial planning, Warren shares his insights on the importance of changing clients' money behaviours to achieve better financial outcomes.
We discuss Warren's journey in the financial planning industry, the impact of destructive financial behaviours, and practical strategies financial planners can use to help clients make positive changes. Warren also shares key takeaways from his book, "Small Changes for Big Results," and explains how small adjustments can lead to significant improvements in clients' financial health.
Join us to gain valuable insights from Warren Ingram on transforming money behaviours and enhancing your financial planning practice.
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Chương

1. Helping Clients Make Small Changes for Big Results with Warren Ingram (00:00:00)

2. Changing Money Behavior for Financial Success (00:00:06)

3. Navigating Emotional Boundaries in Financial Planning (00:07:46)

4. Understanding Financial Behavior Patterns (00:14:06)

5. Building Trust Through Client Chemistry (00:19:47)

6. Propulsion Podcast (00:30:33)