Beyond the Numbers: Why We Chose a More Human Way to Advise скачать в хорошем качестве

Beyond the Numbers: Why We Chose a More Human Way to Advise

In this clip, Colin and Wheeler step out of the weeds of daily market analysis to reflect on the "why" behind their careers. We dive into the origin stories of how an analytical numbers-cruncher and a natural storyteller found common ground in the world of financial advice. It’s a behind-the-scenes look at how two very different perspectives—the "Engineer" and the "Narrator"—collaborate to help families navigate their financial lives with more clarity and less stress. We discuss the transition from isolated financial analysis to the deeply human work of wealth management. For Colin, it was about finding the human connection behind the spreadsheets; for Wheeler, it was about using stories to make complex concepts feel grounded and accessible. This conversation explores how having both a "left-brain" and "right-brain" approach creates a more balanced, intentional path for growth. Finally, we touch on the power of collaboration and the "duty of care" that comes with being a trusted advisor. Whether you’re an analytical thinker or someone who leads with emotion, this episode is a reminder that there is more than one path to a successful outcome. Join us for a warm, reflective conversation on how our past experiences shape the way we help you build your future. Follow Us: Instagram:   / compoundgrowthpod   TikTok:   / compoundgrowthpod   Wheeler’s LinkedIn:   / wheeler-crowley-0a63933b   Colin’s LinkedIn:   / colin-walker-mba-6099a038   Credits: Created By: Wheeler Crowley and Colin Walker Production Assistance: Tori Rothwell Editing and Post-Production: Steven Sims