with Jared Rabinowitz | Serial Entrepreneur | Founding Partner Q Wealth |

Summary:

In this episode, I am delighted to speak with serial entrepreneur and founding partner of Q-Wealth, Jared Rabinowitz. Our conversation centers around the significance of positive psychology in Jared's life, his career, and the financial planning industry as a whole. Jared shares his journey integrating positive psychology at Q-Wealth, reshaping how we approach money and financial planning by focusing on wealth, wellness, and well-being. We discuss the profound impact of meaning and intentionality in wealth management, highlighting Jared's insights on enhancing financial well-being through positive psychology. This episode embodies the mission of Q-Wealth, 'where money meets meaning'.

Takeaways

The integration of positive psychology into the financial planning process

The impact of relationships and an abundance mindset in the financial industry

The evolution and reinvention of Q-Wealth Partners

Exploring how social connections intersect with positive psychology and financial planning, emphasizing meaning, time, and intentionality in managing wealth.

The future of financial planning shifts towards coaching-based practices, focusing on clients' intrinsic motivations, personality, and psychology to define and achieve life goals.

The marriage of positive psychology and money aims to create a more accessible and transformative experience for clients, focusing on a coaching component and a focus on EQ over IQ.

Quotes:

"Money is an excellent servant, but a terrible master." Jared Rabinowitz

LinkedIn:

Jared's LinkedIn: CLICK HERE

Q-Wealth Partners: CLICK HERE