S5E4: Financial Therapy: Transforming Wealth Management
Join us as Jonathan Steele, Chief Investment Officer and Managing Partner at One Wealth Advisors, delves into the transformative power of practicing financial therapy in your advisor strategy. With over two decades of experience in portfolio theory and behavioral finance, Jonathan reveals how integrating mental health into financial planning can revolutionize client relationships. Discover how he uses principles, like Maslow's hierarchy of needs, to focus on individual well-being, transcending traditional wealth management approaches.
Jonathan emphasizes the profound connection between mental and financial health. By fostering deep, empathetic dialogues, financial therapy aims to alleviate anxieties and identify the positive impacts money can have on life.
This episode promises to redefine your understanding of wealth management, highlighting the significance of truly listening to clients. Learn how Jonathan and his team build meaningful connections that go beyond numbers, and explore how addressing the root causes of financial stress can lead to peace and financial security.
Podcast Guest
Jonathan Steele, CFA
As Chief Investment Officer and Managing Partner, Jonathan leads the investment research and portfolio management initiatives at One Wealth Advisors. A CFA charterholder and a member of CFA Institute, he has been dedicated to his career for more than 20 years. His expertise includes portfolio theory, tactical and strategic asset allocation, and behavioral finance.
Passionate about music, Jonathan has served on the advisory boards of Bard Music West and Vanguard Music and Performing Arts. In addition to supporting the local arts and performance community, Jonathan values his time spent mentoring students in finance, music, technology, and engineering. Together with his wife Julie, he also supports the local senior dog rescue, Muttville, and the SF SPCA.
