Episode Details
Back to EpisodesEnneagram at Work- with Shawn Cook of Advocate Wealth Management
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
info@advocatewm.com
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