IAM2654 - Founder Provides The Tools to Live a More Transformational Life

In this throwback episode, we have Katherine Liola, founder and CEO of Concentric Private Wealth, where they differentiate from traditional firms by centering every client interaction around the question “why?” and aligning financial strategy with each person’s intrinsic drivers—core values, unique abilities, and passions that define who they truly are.

Rather than merely managing assets, Catherine’s team helps clients pause, reflect deeply, and make decisions that serve their broader life purpose.

This approach extends to a novel pricing model that ties fees to the scope and value of work, not just the amount of assets under management, reinforcing the firm’s focus on holistic, purpose‑driven wealth planning.

Katherine urged listeners to trust their intuition and invest in self‑exploration, noting that financial fitness is attainable even amid setbacks.

Website: concentricpw.com

LinkedIn: katherineliola Facebook: Concentric-Private-Wealth

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