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Purpose-Driven Planning in the Age of AI

Purpose-Driven Planning in the Age of AI

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 In this episode of Focused on the Future, host Suzanne Siracuse speaks with Lee Korn, co-founder of Opal Wealth Advisors, about how his firm is growing by focusing on people, purpose and process. Lee explains how Opal begins every client relationship by uncovering meaningful life goals, not just financial ones, using a discovery process rooted …

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