Financial Wellness for a New Decade

Understanding all you can do each day to improve your financial tomorrow is a powerful concept. When you ask questions and admit to problems you may have with money, you can start to build up habits that make your business and personal finances grow. Doing this in the 2020s will ensure that your 2030s, 40s, 50s, and beyond are more secure

Topics Discussed:

  • Building a team that gets you to your financial goals

  • Knowing the math of your financial situation

  • Understanding how to balance your finances

  • Digging into the psychology of why you use money the way you do

  • Seeing how your values impact the way you spend money

You can watch this video and others on the Voice Wealth Management YouTube channel.

Crystal Lee Butler, MBA

Crystal Lee Butler, MBA, is the founder and visionary force behind Crystal Marketing Solutions (CMS), a premier done-for-you virtual marketing agency dedicated to independent financial advisors and small advisory firms. With two decades of experience, CMS excels in developing customized, compliance-friendly marketing strategies that seamlessly integrate proven digital and traditional tactics. They execute your marketing, so you can focus on your clients.

https://crystalmarketingsolutions.com
Previous
Previous

Money and Marriage: How to Talk About Money with Your Spouse

Next
Next

Revisiting Your Beneficiary Designations