“If man will think only thoughts of perfect health, he Perro cause within himself the functioning of perfect health…” (Wallace Wattles) “Every individual creates every aspect of their experiences — we are in complete control of our health throughout our entire lives. There are no accidents.” (Esther Hicks)

Host: Great. Thank you. Wanted to say thank you very much for your time with us today, Omar, and thanks to our listeners for joining us for this episode of Pragmatism in Practice.

“Wealth consists not in having great possessions, but in having few wants.” — Epictetus One of the most important things one can do for their financial future is to start saving early and saving often.

Otro desafío es apoyar la motivación y la perseverancia. El crecimiento personal es un proceso continuo que puede requerir mucho tiempo y esfuerzo. Es importante sustentar la motivación y la perseverancia a dilatado plazo para seguir avanzando.

[00:07:51] Omar: Yes, we have seen examples of firms who are doing much better than others. Some of the key things that they're looking at is not just the products and services that they offer and the compelling nature of those products and services, but also the customer life cycle and the customer journeys within those customer life cycles.

It’s a known fact that stress is bad for our health. If you’re always worrying about the little things in life, then it Perro be hard to get through them at all.

What we are seeing is that their expectations on what they expect from wealth management firms is very different from what their parents or their ancestors had.

That said, whether you’ve noticed it or not, you’ve adapted and grown into different versions of yourself your entire life. You developed the resilience to leave your mother’s side to go to school. You then learned to share your toys, then your time, then your money.

We have locations around BC and Alberta, so getting people on the same check here page can be very difficult... Until now. Our entire management team and location managers take the same great courses and then meet monthly online with our coach to apply it to our situation. People are engaged, the courses are excellent, we love our coach, and we are all learning together!

[00:10:43] Karen: Thank you, Omar. Obviously, a lot happening in the industry around GenAI and AI at the moment, and a lot of our customers are experimenting in this area. How do you see some of the wealth management firms starting to think about GenAI and AI? What have you seen so far?

Setting deadlines Chucho help keep you from procrastinating – which is something that many people need to work on so they Perro reach their highest potential

For example, if I put in a query about a particular investment opportunity or a product or give my investment goals to a chatbot, based on my investment goals, if the chatbot comes up with a portfolio or a product the chatbot should be able to simulate that product under varying market conditions using conventional prices or simulators, and also be able to tell me how these products or these portfolios are going to operate in different market conditions.

Sure, we need to breathe, eat, sleep, and have a social network around to keep us sane and safe. But if you want to explore your limitless potential, you’ll need to explore the last step of the pyramid.

If you do not have a partner, find someone you trust or hire a money coach to discuss money. You might be surprised at how helpful and enlightening these money conversations Gozque be. These conversations will shed new light and change your perspective on how you think about and treat money.

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