About The Author


Jesse K. Moline, an Indianapolis native and magna cum laude graduate of the Indiana University School of Law, is not just a distinguished published author and Chief Development Officer at OneIndiana but also a devoted Dad and Coach. Since beginning his financial career in 2007, post-law school, Jesse has consistently ranked first nationally in advisor development. But more than his accolades, it's his purpose that stands out. He refers to financial advisors as "financial therapists" and has dedicated his life to reshaping their training. Moving away from a sales-first mentality, Jesse emphasizes a therapeutic, client-centric approach. With over 15 books on the subject to his credit and a training program adopted nationwide by Top Firms, Advisors, and Companies, he is a genuine trailblazer. His creation of the Advisor Evolution Program further cements his unwavering commitment to enhancing the role and approach of financial professionals.

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Advisor Evolution: The Gift of Financial Therapy

By Jesse Moline, J.D.

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Overview


Unlock the transformative power of financial therapy with 'Advisor Evolution: The Gift of Financial Therapy.' Discover a groundbreaking approach that blends financial expertise with emotional insight, redefining the essence of financial advising.
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Description


Step into the dynamic world of 'Advisor Evolution: The Gift of Financial Therapy,' where traditional financial paradigms meet the revolutionary realm of emotional understanding. In an age driven by numbers and algorithms, this narrative uncovers the potent synergy between finance and psychology, reshaping the way we approach financial decisions. Are you an advisor seeking a profound connection beyond charts and projections? Or a client craving holistic guidance that delves into your financial motivations? This book is a transformative journey into financial therapy—a trailblazing discipline that merges financial acumen with emotional depth. Follow Grayson and Paige, central figures embodying this evolution. Their interactions unveil the intrinsic fusion of emotions and finances, showcasing that every financial choice carries an underlying narrative. Beyond wealth accumulation lies a tapestry of dreams, fears, memories, and aspirations. Key insights encompass: • Unveiling the emotional undercurrents steering financial choices. • Empowering financial advisors with therapeutic insights. • Strategies for modern advisors to elevate their practice. In 'Advisor Evolution,' finance transcends its conventional boundaries. It becomes a conduit for stories, ambitions, and authenticity. This narrative emphasizes understanding, growth, and trust, illuminating the path towards financial enlightenment.
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Book details

  • Genre:business & economics
  • Sub-genre:Finance / Wealth Management
  • Language:English
  • Series Title:Advisor Evolution
  • Series Number:1
  • Pages:244
  • Hardcover ISBN:9798350923759