Description Log in to mark as a favorite
In this session, Todd Larson talks candidly about how he applies the Live, Give, Owe, Grow cash flow pie chart to client counsel settings. He reinforces the importance of personal stewardship in an advisor’s life. Then, he offers advisors a path to utilize the Live, Give, Owe, Grow chart via simple questions and discussion starters that will empower clients to approach their spending differently, so that it aligns with their true goals and responsibilities.
About the Speaker
Todd Larson
Larson, Reynolds and AssociatesTodd Larson, CKA®, CFP®, CRPC®, CFS®, APMA®, CLTC is a Private Wealth Advisor with Larson, Reynolds and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. in Fort Wayne, IN. Todd has been in practice with Ameriprise serving clients for the past 25 years. As a Certified Kingdom Advisor®, he focuses on retirement and estate planning strategies, as well as small businesses.
© 2024 Kingdom Advisors | Privacy Policy | Cookie Policy | Terms of Use
