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6min chapter
Andy Baxley - The Power of Financial Purpose: Transforming Your Finances for a Brighter Future
Standard Deviations with Dr. Daniel Crosby
The Importance of Guiding Clients Through Big Picture Conversations
The chapter delves into advisors' fears about discussing clients' values and purpose, underscoring the significance of guiding clients through such conversations due to the intrinsic connection between money and living fulfilling lives. It stresses the pivotal role advisors play in confidently leading clients through these discussions to offer tailored advice, reshaping the traditional advisor-client dynamic within the industry.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode