“Everyone has a plan until they get punched in the face”

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Chris belongs to the new generation of financial planning. But he hasn’t taken on all of the new vices they have. He knows the value of relationships and isn’t afraid to focus his business on them, or his huge personality. He also isn’t afraid to say that whoever focuses on performance, sooner rather than later will lose the wealth planning game.

In this far-fetching conversation, we discuss the new ways of wealth planning, what works, what doesn’t, and what makes most people click on finances.