How Principles Help Clients Understand Finances with Lou Pineda - Bonus Episode
Jan 09, 2018•18 min•Ep. 234
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Episode description
Lou Pineda comes from the banking industry where he worked with high net worth individuals. In his previous banking experience he was able to see that the most successful individuals understood finance by focusing on the principles.
In this interview you’ll hear how Lou has developed a love for reading and learning and is focused on finding ways to continually grow.
Tune in with Kim D. H. Butler and Spencer Shaw to find out how to take control of your finances today. Do you have a question you would like answered on the show? Please send it to us at hello@partners4prosperity.com and we may answer it in an upcoming episode.
Links and Resources from this Episode
- For resources and additional information of this episode go to http://partners4prosperity.com/category/podcast
- Connect with Lou Pineda
Special Listener Gift
- Free eBook: Financial Planning Has Failed
Show Notes
- 1:20 - Developing a love for reading and learning
- 3:22 - Lou’s background
- 5:30 - Working with high net worth individuals in the banking industry
- 8:10 - What the highest net worth customers focused on
- 10:06 - How Lou is able to help clients by simplifying balance sheets through principles
- 11:39 - The to have a healthy body and a healthy mind
- 14:14 - How Lou is able to help people understand the language of finance
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