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Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead with Vanessa N. Martinez

Financial Advisor Success

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Navigating Family Meetings in Financial Advising

This chapter explores the importance of facilitating family meetings in financial advising, emphasizing the role of psychologists in improving communication and trust. It addresses the emotional challenges faced by advisors during market volatility and underscores the significance of transparency, collaboration, and varied perspectives in decision-making.

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