Financial advisors like you do more than manage money—they help clients navigate life’s biggest questions. Join us for an exclusive conversation with Jordan Grumet, hospice doctor, financial expert, and author of The Purpose Code, as he shares powerful insights on how advisors can guide clients toward a more meaningful relationship with wealth. Discover how to move beyond spreadsheets and investments to help clients align their finances with their deepest values, life goals, and legacy. This thought-provoking session will equip you with the tools to foster deeper client relationships and redefine financial success.
"I am reading The Purpose Code because I struggle with where to start when it comes to several philanthropic ideas I have. Jordan's book has been very helpful with it's thought-provoking stories of others who've had similar struggles and, most importantly, details on how they've overcome them. This book is a great mix of real-life examples and specific ideas one can take to find their purpose."
Tom Dickson, Founder, Financial Experts Network
