John Putnam
Addressing Misdirection: Client Conversation Tool
Tools and Resources: Client Tool
December 2021
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John Putnam’s tool shows advisors how to draw and use a simple diagram to frame discussions with clients about misdirection in their financial choices and lives.
About the Speaker
John Putnam
John Putnam & CompanyAn entrepreneur at heart, John led a thriving practice in the financial services industry for 22 years advising high-capacity families, entrepreneurs, executives, and private businesses. He has his CFP® designation, has received numerous industry awards, and has been internationally recognized as an industry leader by the Million Dollar Round Table. In 2012, he transitioned from his financial advisory practice to become the Founding President of National Christian Foundation Piedmont in Charlotte, NC. In 2021, John founded John Putnam & Company, offering private coaching to individuals, couples, and families to resolve the gaps and tensions around life, wealth, and faith.
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