Description

In this episode of Money & Meaning, host Jeff Bernier talks with James Grace, Director of Wealth Management at Silver Pine Capital and host of the Modern Financial Wellness podcast. They explore the evolving nature of the wealth management industry, emphasizing holistic financial planning that encompasses not just financial health but also personal fulfillment and purpose. James shares his journey through the financial services landscape and offers insights into how individuals can achieve financial wellness and well-being. Together, they discuss the importance of aligning actions and resources with personal values and goals.

Topics covered:

• Introduction to James Grace and his role at Silver Pine Capital.
• Evolution of the wealth management industry toward holistic planning.
• Differences between financial wellness and financial well-being.
• James's career path from biotech sales to wealth management.
• The role of behavioral finance and client discovery in financial planning.
• The significance of aligning financial strategies with personal values.
• The importance of ongoing financial advice and support.
• Business models in the financial advisory industry.
• Insights from the Modern Financial Wellness podcast.

Useful Links:

• Jeff Bernier on LinkedIn
• James Grace on LinkedIn
• Silver Pine Capital
• Modern Financial Wellness Podcast
• TandemGrowth Financial Advisors