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Leading Your Practice in an Uncertain Economy with David W. Frank, CFP® | WP 138
Manage episode 489220741 series 3559787
In this episode, we’re diving into the real talk around money, mindset, and what to do when the economy feels like it’s doing cartwheels. David Frank breaks it down in a way that’s refreshingly honest, surprisingly comforting, and—yes—a little funny too (because what’s financial stress without a tiny dose of humor?).
Whether you're feeling that dip in client inquiries, wondering if a recession is lurking around the corner, or just trying to figure out how to build a cushion that helps you sleep at night, this conversation is going to give you solid ground to stand on.
So pour your coffee, take a breath, and let’s talk about what we can control—because David’s got some seriously grounding advice you won’t want to miss.
08:45 Yes, a Recession Will Happen 10:34 Change Is Inevitable—Don’t Fight It 15:00 Navigating a Dip in Referrals with Long-Term Perspective 17:00 Financial Lessons for Business and Life 20:29 Emergency Fund Guidelines for Group Practices 22:10 Lessons from Change Healthcare and COVID-19 24:59 The Spiritual Side of Non-Attachment and Resilience
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