Purpose-Driven Planning in the Age of AI

Focused on the Future
09/07/2025 40 min
Purpose-Driven Planning in the Age of AI

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Episode Synopsis

In this episode of Focused on the Future, host Suzanne Siracuse speaks with Lee Korn, co-founder of Opal Wealth Advisors, about how his firm is growing by focusing on people, purpose and process. Lee explains how Opal begins every client relationship by uncovering meaningful life goals, not just financial ones, using a discovery process rooted …

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