26TOT-22A: Aligning Vision, Commitment and Action in Leadership and Financial Planning

Cassar draws on her experiences with The Hunger Project’s transformative “Vision, Commitment and Action” model to show how to apply these principles to financial advisory practices. She explores how a mindset shift can create lasting impact for clients and advisors alike, challenging limiting beliefs, setting meaningful goals and becoming agents of change — both in your own life and in the lives of those you serve. - Amanda Cassar, MFP, AFP