Archive FM

Aligned Money Show

98: Know Your Client with Jai Baker

We focused on knowing your clients and customer beyond just numbers and superficial information, how to identify and understand patterns in our lives, why everything is interrelated and how to benefit from that understanding, and how to make better financial decisions, with Tim “Jai” Baker, Advisor, and author.       Listen to hear a difference-making tip on why a team is essential to get the results you’re looking for! You can learn more about Jai at LuminousWealth.com, and LinkedIn.  Get your copy of The Awakened Investor here: https://amzn.to/4h3c3s5  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wellness for individuals, families, and co...
Broadcast on:
05 Nov 2024

We focused on knowing your clients and customer beyond just numbers and superficial information, how to identify and understand patterns in our lives, why everything is interrelated and how to benefit from that understanding, and how to make better financial decisions, with Tim “Jai” Baker, Advisor, and author.       Listen to hear a difference-making tip on why a team is essential to get the results you’re looking for! You can learn more about Jai at LuminousWealth.com, and LinkedIn.  Get your copy of The Awakened Investor here: https://amzn.to/4h3c3s5  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wellness for individuals, families, and co...