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Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A “Money Personality” Assessment with Nina Hajjar

Financial Advisor Success

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Redefining Success in Financial Advisory through Leadership and Legacy

This chapter explores the changing definitions of success within the financial advisory landscape, emphasizing leadership and mentorship. The speakers reflect on their personal milestones while advocating for enhanced financial literacy through a 'money personality' perspective.

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