Ep 438: Boosting Client Retention And Satisfaction By Asking Better Questions As Your Authentic Self with Nikki Savage
Financial Advisor Success
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Empathy and Growth in Financial Advising
This chapter explores the trials and strategies of a financial advisor managing numerous clients while seeking practice expansion, particularly through women-focused events. It highlights the crucial role of personal connections, the challenges of retaining talent, and the importance of mentorship and authenticity in the profession. The speaker shares their personal journey of navigating a transition toward a more inclusive and empathetic financial practice, emphasizing the value of unique perspectives in fostering professional growth.
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