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#50 Connecting With Clients: Sports Metaphors in Finance

Ari Baum (⁠@AriBaum97), the CEO and Founder of Endurance Wealth Partners talks about his inspiring transition from stockbroker to financial planner, the creation of his Q4 Formula, and the importance of aligning personal values with financial goals.

In this episode Brian Kasal and Ari Baum discuss:

  1. The Power of the Q4 Formula
  2. Leverage Technology for Success
  3. Effective Financial Advice
  4. Clear Thinking in Uncertain Markets

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