Jill Schlesinger on the Power of the Pivot
Managing Your Practice
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From Family Lessons to Financial Leadership
This chapter reflects on the speaker's upbringing and the contrasting financial philosophies of their parents, shaping their cautious approach to money and investments. It explores their transition into financial planning, emphasizing the importance of empathy in client relationships and the challenges of advising through personal and economic shifts. The narrative also addresses the evolving dynamics within businesses and the necessity of understanding one's core values for effective leadership and growth.
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