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Discovering Your "Why'
2025-01-06 • 5 min video

Transforming Financial Conversations with Authenticity 

Many people struggle with finding true fulfillment in their financial goals. Even with a 99% probability of success, some still hesitate to spend on themselves, paralyzed by fear and a scarcity mindset.

Without understanding the deeper "why" behind your financial choices, the cycle of fear and dissatisfaction continues. It's not just about dollars and cents"it's about what those numbers represent for your life and happiness.

By sharing my own journey - my struggles, triumphs, and gratitude - I've found that authenticity sparks the real conversations clients need. These conversations uncover the true purpose behind their financial goals, shifting the focus from chasing returns to living a more meaningful and fulfilling life.

This clip is an excerpt from episode 70 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Sathya Chey Patterson CFP, Esq., AIF, Managing Partner at Arise Private Wealth. Stream the entire episode on your favorite podcast channel at one of the following links:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb 

 

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