Join Ross Curran (CEO) in conversation with New York Times bestselling author and creator of the 'Sketch Guy' column. Together, they dive into the fears, habits, and hopes that shape our financial lives
Most come to fix a money problem but what if that’s just the surface? Carl & Ross explore how great advisors help clients look beyond the task, toward purpose. Because money’s just a tool—the real question is: what do you want to use it for?