Additional Resources
Check out some of our favorite resources to help you strengthen your relationships with clients, build more personalized wealth plans, and be the kind of advisor a client would write into their will.
The Newsletter
Get weekly insights, ideas, and inspiration to be a better advisor.
YouTube
Watch trainings, lessons, and webinars from top FinPsych experts.
A New Way to Talk About Legacy
Corenology founder, David York, talks shows the power of a values-based perspective on wealth, investing, and inheritance.
Books
COREnology founder, David York and Andrew Howell have written three books to help advisors and clients rethink their perspective on wealth, inheritance, and legacy and one children’s book learning that no matter how tall and luxurious one builds one’s castle, it remains empty without purpose.
