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Financial Perspectives: Insights from Investment ProfessionalsFinancial Therapy: Transforming Wealth Management with Jonathan SteeleSend us a message!Join us as Jonathan Steele, Chief Investment Officer and Managing Partner at One Wealth Advisors, delves into the transformative power of practicing financial therapy in your advisor strategy. With over two decades of experience in portfolio theory and behavioral finance, Jonathan reveals how integrating mental health into financial planning can revolutionize client relationships. Discover how he uses principles, like Maslow's hierarchy of needs, to focus on individual well-being, transcending traditional wealth management approaches.Jonathan emphasizes the profound connection between mental and financial health. By fostering deep, empathetic dialogues, financial therapy aims...2024-11-2611 min