The Art of Growth

Joel Hubbard and Jim Zartman

Enneagram at Work- with Shawn Cook of Advocate Wealth Management

AUG 12, 202640 MIN

Description

In the first episode of our Enneagram at Work series, we talk with Shawn Cook of Advocate Wealth Management about how he uses the Enneagram with clients—including how understanding a client’s instinctual stack can help inform an investment strategy that fits the way they naturally approach security, resources, risk, and relationships. About Shawn Cook Shawn is the Owner and Wealth Advisor at Advocate Wealth Management, where he helps clients build comprehensive financial plans and investment portfolios. Learn more or connect with Shawn: https://www.advocatewm.com [email protected] Instinct Stack test HERE. Find out more about The Art of Growth Book with any of our coaches HERE. Find out more about Teams Training HERE. Order our book on the Instincts: HERE Support the show https://www.theartofgrowth.org/